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Insurance Operations Coordinator

2 months 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 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 day-to-day brokerage operations, supporting the implementation and improvement of operational procedures.
  • Coordinate with brokers to prepare documents, cover letters, and other marketing materials for renewal business, providing necessary administrative support in filing, printing, and archiving documents.
  • Administer and update new and current client information in all required systems accurately, maintaining the highest level of data integrity.
  • Maintain accurate and organized records of client accounts, transactions, and other relevant documentation, ensuring compliance with record-keeping regulations.
  • Perform customer service functions by answering broker requests and questions via various communication channels.
  • Contribute to the preparation of compliance reports related to brokerage operations, collaborating across broker and finance teams on business requirements.
  • Adhere to regulatory requirements and internal policies, assisting in the preparation of compliance reports.
  • Assist in identifying and mitigating operational risks, collaborating with risk management teams to implement controls.
  • Support the Brokerage team with any ad hoc tasks and requests.
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. Any other related discipline or commensurate work experience considered.
  • Prescribed: Minimum requirements for state P&C and/or surplus line licenses.
  • Preferred: Not Applicable
About Ryan Specialty

Ryan Specialty is an Equal Opportunity Employer, committed to building and sustaining a diverse workforce that reflects the society we serve. Our vision is an inclusive and equitable workplace where all employees are valued and evaluated on their performance and contributions. We believe that differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.