Brokerage Operations Coordinator

4 days ago


San Francisco, California, United States Ryan Specialty Full time
Job Summary

The Brokerage Operations Coordinator plays a vital role in ensuring the seamless functioning of daily operations within the brokerage team. This position requires a detail-oriented individual who can efficiently handle day-to-day tasks, maintain accurate records, and provide exceptional customer service.

Key Responsibilities
  • Assist in executing and coordinating brokerage operations, including preparing documents and coordinating with other departments.
  • Administer and update client information in all required systems, ensuring accuracy and compliance with regulations.
  • Maintain organized records of client accounts, transactions, and other relevant documentation.
  • Provide customer service functions, including answering broker requests and questions via phone, email, or in person.
  • Contribute to the preparation of compliance reports related to brokerage operations and collaborate with broker and finance teams on business requirements.
Requirements
  • Minimum of 1 year of experience in the Insurance industry or Underwriting with a Bachelor's degree.
  • Bachelor's degree required; Business Administration, Sales, and Risk Management preferred.
  • State P&C and/or surplus line licenses required.
What We Offer

Ryan Specialty is committed to building a diverse and inclusive workforce. We offer a comprehensive benefits package, including paid time off, mental health services, and more. Our vision is an inclusive and equitable workplace where all employees are valued and evaluated on their performance and contributions.



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