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Brokerage Operations Specialist

2 months ago

Atlanta, Georgia, United States Ryan Specialty Group 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 responsibilities. This position is vital for ensuring the smooth execution of everyday tasks, maintaining compliance with industry regulations, and fostering efficient communication within the brokerage unit. The specialist collaborates closely with brokers to guarantee prompt completion of transactions through meticulous paperwork management and coordination with various departments within the organization.

Key Responsibilities:
  • Facilitates the execution and coordination of daily brokerage operations while supporting the enhancement of operational procedures.
  • Works alongside brokers to prepare essential documents, marketing materials, and provides administrative support in organizing, printing, and archiving files.
  • Manages and updates client information in all necessary systems with precision.
  • Keeps accurate and well-organized records of client accounts, transactions, and pertinent documentation, ensuring adherence to record-keeping standards.
  • Handles customer service inquiries by responding to broker requests and questions via various communication channels.
  • Assists in the preparation of compliance documentation related to brokerage operations and collaborates with broker and finance teams on business needs.
  • Ensures compliance with regulatory standards and internal policies while aiding in the generation of compliance reports.
  • 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. Related disciplines or equivalent work experience will also be considered.
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 throughout the organization. We envision an inclusive and equitable workplace where all employees are recognized for their performance and contributions. We value the diverse perspectives brought by differences in race, creed, color, religious beliefs, physical or mental abilities, gender identity or expression, sexual orientation, and other characteristics.

Employee Support:
Ryan Specialty is committed to providing our employees with a comprehensive benefits package that supports their physical, financial, and emotional well-being. This includes paid time off for holidays, vacation, sick leave, personal days, as well as paid parental leave and mental health services.

Compensation:
The target hourly rate for this position is $24.00. The wage range considers various factors, including training, transferable skills, work experience, licensure, business needs, and market conditions. 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. Please reach out to request an accommodation.

General Job Requirements:
The above description outlines the general requirements for this position. It is not intended to be an exhaustive list of duties, responsibilities, or physical requirements. Management retains the right to assign or reassign duties and responsibilities as necessary.