Brokerage Operations Coordinator

1 day ago


Walnut Creek, 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 is responsible for providing operational support, ensuring compliance with regulations, and facilitating effective communication within the team.

Key Responsibilities:
  • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures.
  • Coordinates with the broker to prepare documents, cover letters, and other marketing materials for renewal business.
  • Administers and updates new and current client information in all required systems accurately.
  • Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations.
  • Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person.
  • Contributes to the preparation of compliance reports related to brokerage operations and collaborates across 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.
Benefits:

Ryan Specialty offers a comprehensive and best-in-class benefits package that helps employees achieve their physical, financial, and emotional well-being goals. This includes paid time off for company holidays, vacation, sick and personal days, paid parental leave, mental health services, and more.



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