Brokerage Operations Specialist

2 weeks ago

Dallas, Texas, United States Ryan Specialty Full time
Position Overview:
The Brokerage Operations Specialist plays a crucial role in delivering operational assistance to the brokerage team by effectively managing daily operational activities. This position is vital for ensuring smooth daily operations, adherence to regulatory standards, and fostering efficient communication within the brokerage team. The specialist collaborates closely with brokers to guarantee prompt transaction completion through document management and coordination with various departments within the organization.

Key Responsibilities:
  • Facilitates the execution and coordination of daily brokerage operations while aiding in the enhancement of operational procedures.
  • Works alongside brokers to prepare essential documents and marketing materials for renewal business, providing administrative support in organizing, printing, and archiving documentation.
  • Accurately administers and updates client information in all necessary systems.
  • Maintains organized and precise records of client accounts, transactions, and other pertinent documentation, ensuring compliance with record-keeping regulations.
  • Handles customer service inquiries by responding to broker requests via telephone, email, chat, or in-person interactions.
  • Assists in the preparation of compliance reports related to brokerage operations and collaborates with finance teams on business requirements.
  • Ensures adherence to regulatory standards and internal policies while contributing to the preparation of compliance documentation.
  • Identifies and mitigates operational risks, working with risk management teams to implement necessary controls.
  • Provides support to the Brokerage team with various ad hoc tasks and requests.
Qualifications:
  • At least 1 year of experience in the Insurance sector or Underwriting, complemented by a Bachelor's degree.
Educational Background:
  • A Bachelor's degree is required; preferred fields include Business Administration, Sales, and Risk Management, or related disciplines with equivalent work experience.
Licenses and Certifications:
  • Required: Minimum state P&C and/or surplus line licenses.
  • Preferred: Not applicable.
Commitment to Diversity:
Ryan Specialty is an Equal Opportunity Employer dedicated to fostering a diverse workforce. We strive for an inclusive and equitable workplace where all employees are recognized for their contributions. We value differences in race, creed, color, religious beliefs, physical or mental abilities, gender identity or expression, sexual orientation, and other characteristics that enrich our perspectives and enhance the services we provide.

Employee Support:
Ryan Specialty is committed to offering a comprehensive benefits package that supports the physical, financial, and emotional well-being of our employees and their families. In addition to paid time off for holidays, vacation, and personal days, we provide paid parental leave, mental health services, and more.

Compensation:
The salary range for this position considers various factors, including training, transferable skills, work experience, licensure, business needs, and market demands. The base pay range is subject to adjustments and may change in the future. Full-time positions are eligible for bonuses and benefits.

Accommodations:
We provide reasonable accommodations for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive other employment benefits in accordance with applicable law.

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