Broker Assistant

Ryan Specialty

. Support day-to-day servicing and administration of Professional & Executive Liability accounts .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $25 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Professional & Executive Liability account servicing, policy processing, and client management while maintaining compliance with regulatory standards. Proficient in utilizing agency management systems and Microsoft Office applications to enhance operational efficiency and support process improvement initiatives.

Highest-signal resume keywords

Professional & Executive Liability ExpertiseProperty & Casualty LicenseMicrosoft Excel ProficiencyAIM & ImageRight FamiliarityAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ProcessingAccount ManagementQuote IssuanceBinder PreparationDocument ReviewRenewal MarketingClient DocumentationInsurance Lifecycle ManagementRegulatory ComplianceProcess Improvement

Soft Skills

Organizational SkillsWritten CommunicationVerbal CommunicationProfessionalismInitiative

Tools & Technologies

AIMImageRightMicrosoft ExcelMicrosoft OutlookAI-Powered Productivity Tools

Certifications & Qualifications

Active Property & Casualty License

Industry Keywords

InsuranceBrokerageUnderwritingFinancial ServicesCustomer ServiceSpecialty InsuranceWholesale Brokerage

About the role

Key responsibilities & impact

Support day-to-day servicing and administration of Professional & Executive Liability accounts
Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation
Review policies, endorsements, binders, and related insurance documents for accuracy and completeness
Prepare renewal marketing materials, submissions, cover letters, and other brokerage documentation
Maintain accurate client, policy, and transaction information in agency and document management systems
Organize and maintain account files to meet internal standards and regulatory requirements
Respond to brokers, underwriters, carrier partners, clients, and internal stakeholders professionally and promptly
Assist with renewal activities, policy servicing, and account management throughout the insurance lifecycle
Collaborate with brokers and internal teams on account execution and client service
Use AIM, ImageRight, Microsoft Excel, Outlook, and other business applications
Support process improvement initiatives and special projects
Participate in professional development opportunities, industry events, networking, and relationship-building activities

Requirements

What you’ll need

Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field
Active Property & Casualty license or willingness to obtain within the first 90 days of employment
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office applications, including Excel and Outlook
Demonstrated initiative, professionalism, curiosity, and desire to build a career in insurance
Internship, coursework, or professional experience in insurance, underwriting, brokerage, financial services, sales, customer service, account management, or related fields preferred
Exposure to Professional & Executive Liability, specialty insurance, or wholesale brokerage preferred
Familiarity with AIM, ImageRight, agency management systems, or other insurance technology platforms preferred
Experience with AI-powered productivity tools such as Microsoft Copilot, Claude, ChatGPT, or similar solutions preferred

Benefits

Comp & perks

Paid company holidays
Vacation days
Sick days
Personal days
Paid parental leave
Mental health services
Bonuses for full-time roles
Comprehensive benefits package
Reasonable accommodations for disabilities