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Wholesale Broker Assistant
Ryan Specialty. Provide operational support to the brokerage team by handling day-to-day operational tasks .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong operational support capabilities, including effective communication, document management, and compliance adherence within the brokerage environment. Proficient in coordinating tasks and maintaining organized records while mitigating operational risks.
Highest-signal resume keywords
Operational SupportDocument ManagementCompliance AdherenceCommercial Insurance ExperienceProperty & Casualty License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational ProceduresClient Information AdministrationRecord MaintenanceRisk MitigationBroker Coordination
Soft Skills
Effective CommunicationMulti-taskingTeam CollaborationProblem Solving
Certifications & Qualifications
Property & Casualty License
Industry Keywords
Brokerage OperationsRegulatory RequirementsCompliance ReportsCommercial Insurance
About the role
Key responsibilities & impact- Provide operational support to the brokerage team by handling day-to-day operational tasks
- Assist with executing and coordinating brokerage operations and improving operational procedures
- Coordinate with brokers to prepare documents and cover letters for renewal business
- Provide administrative support in filing, printing, and archiving documents
- Administer and update client information in required systems
- Maintain organized records of client accounts, transactions, and documentation
- Answer broker requests and questions by telephone, email, chat, or in person
- Contribute to compliance reports and collaborate with broker and finance teams
- Adhere to regulatory requirements and internal policies
- Assist in identifying and mitigating operational risks and implementing controls
- Support the Brokerage team with ad hoc tasks and requests
Requirements
What you’ll need- Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred
- Any other related discipline or commensurate work experience considered
- Ability to multi-task
- Ability to communicate effectively
- Ability to work in a fast-paced, high-performing team environment
- Active Property & Casualty license highly preferred and/or willingness to obtain within the first 45 days of employment
- 1+ years of Commercial insurance experience preferred
Benefits
Comp & perks- Paid time off for company holidays, vacation, sick and personal days
- Paid parental leave
- Mental health services
- Bonuses for full-time roles
- Comprehensive benefits package supporting physical, financial, and emotional well-being
- Reasonable accommodations for individuals with disabilities