Broker Assistant

About the role

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers' compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.

Position Summary

We are seeking a highly organized and detail-oriented Broker Assistant to support our Professional and Executive Liability (ProExec) team. This role is ideal for someone who enjoys being the operational backbone of a fast-paced brokerage environment and takes pride in keeping processes moving efficiently behind the scenes.

The successful candidate will support the ProExec team by managing a variety of operational tasks, coordinating documentation, assisting with quoting activities, handling surplus lines processes, resolving accounting-related issues, and ensuring seamless service for brokers and clients.

This position offers a unique opportunity for someone who currently works within or wants to break into the insurance industry. We are also open to new graduates, candidates with strong customer service, administrative, and organizational experience who thrive in a high-volume environment and are eager to build their insurance knowledge.

Location: This role will be hybrid reporting to our La Jolla office 4 days per week and 1 day working from home. Our office is located at 7817 Ivanhoe Avenue Suite 310 La Jolla, CA 92037.

What will your job entail?

• Provide operational support to brokers and team members across the Professional & Executive Liability practice.
• Prepare and maintain insurance documentation, correspondence, and account records.
• Assist with quoting activities and presentation of quote materials to brokers.
• Obtain and process loss runs, policy documents, and underwriting information.
• Support surplus lines filings and documentation requirements.
• Research and help resolve accounting and policy servicing issues.
• Maintain accurate client and policy information across internal systems.
• Respond to broker and internal stakeholder inquiries in a timely, professional manner.
• Ensure documentation is organized, complete, and compliant with company and regulatory requirements.
• Assist with process improvements and support a variety of ad hoc operational projects as business needs evolve.
• Collaborate closely with teammates to support workflow management and deliver exceptional service.

What Success Looks Like

• Becoming a reliable resource for the ProExec team.
• Accurately managing multiple priorities in a fast-paced environment.
• Delivering high-quality work with strong attention to detail.
• Maintaining organized records and documentation with minimal errors.
• Responding quickly and professionally to broker and team requests.
• Helping keep the team's operations running smoothly and efficiently.
• Developing a strong understanding of insurance workflows, terminology, and brokerage processes.

Training & Development

This position offers hands-on training, ongoing coaching and direct exposure to brokerage operations. This role can provide valuable exposure to insurance operations, client service, underwriting support, and brokerage processes for individuals looking to build a long-term career within the insurance industry.

Required Qualifications

• Bachelor's Degree, preferably in Risk Management Insurance, Finance, Business.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and competing priorities efficiently.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
• Strong problem-solving skills and a customer-focused mindset.
• Ability to work independently while supporting a collaborative team environment.

Preferred Qualifications

• Experience working for an insurance carrier, brokerage, agency, MGA, or wholesale brokerage.
• Understanding of insurance terminology and processes, including binders, quotes, policies, endorsements, and renewals.
• Experience supporting commercial insurance operations.
• Bachelor's degree in Business, Risk Management, Insurance, or a related discipline.
• Knowledge of surplus lines procedures and documentation.
• Experience handling policy servicing, documentation management, or insurance account support activities.

How We Support Our Teammates

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 $25.00 - $31.25 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.

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.