Broker Assistant
Position Summary :
Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing.
Essential Functions :
- May input and update new and current client information in all required systems
- May assist with preparing necessary documentation such as spreadsheets, cover letters, etc.
- Provides necessary administrative support to the broker team.
- May assist the broker in preparing documents to market renewal business.
- Other relevant duties as assigned.
Education / Experience / Skills :
- Associate’s degree or higher preferred.
- Experience in retail agency / brokerage or insurance company environment preferred.
- Basic understanding of wholesale insurance coverages, forms and processes preferred.
- Experience in an office setting or administrative role.
- Critical attention to details and customer service needs.
- Ability to manage workload and prioritize tasks.
- Proficient in Microsoft Office including Outlook, Word, and Excel.
- Strong communication skills, both oral written.
- Proven track record of being a team player.
- Flexibility in workflow priorities as business needs change.
- Must have and maintain a valid driver’s license.
Disclaimer
Ryan Specialty is an Equal Opportunity Employer.
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