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Brokerage Operations Coordinator
Company | Ryan Specialty |
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Location | Pennsylvania, USA |
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Salary | $23 – $28.85 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Entry Level/New Grad |
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Requirements
- Less than 1 year of experience in the Insurance industry or Underwriting
- Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred
- Prescribed: Minimum requirements for state P&C and/or surplus line licenses
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 etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
- 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.
- Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports.
- Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls.
- Supports the Brokerage team with any ad hoc tasks and requests.
Preferred Qualifications
No preferred qualifications provided.