Brokerage Operations Coordinator

3 weeks ago


San Diego, California, United States Ryan Specialty Group Full time
Job Summary

The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. This role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.

Key Responsibilities

Assist in executing and coordinating day-to-day brokerage operations and support the implementation and improvement of operational procedures.

Coordinate with the broker to prepare documents, cover letters, and other necessary materials to market renewal business and provide administrative support in filing, printing, and archiving documents.

Administer and update new and current client information in all required systems accurately.

Maintain accurate and organized records of client accounts, transactions, and other relevant documentation and ensure compliance with record-keeping regulations.

Perform customer service functions by answering broker requests and questions by telephone, email, or in person.

Contribute to the preparation of compliance reports related to brokerage operations and collaborate across broker and finance teams on business requirements.

Adhere to regulatory requirements and internal policies and assist in the preparation of compliance reports.

Assist in identifying and mitigating operational risks and collaborate with risk management teams to implement controls.

Support the Brokerage team with any ad hoc tasks and requests.

Requirements

Less than 1 year of experience in the Insurance industry or Underwriting.
Education:

Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.
Licenses and Certifications:

Prescribed: Minimum requirements for state P&C and/or surplus line licenses

Preferred: Not Applicable

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. 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. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

Benefits

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services, and more.

The target hourly rate range for this position is $23.00 - $28.85 per hour.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at HR@Ryansg.com

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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