Broker Assistant
RT Specialty is a leading wholesale distributor of specialty insurance products and services. The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks and ensuring compliance with regulations.
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
Skills
- Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered
- Ability to multi-task, communicative effectively and work in a very past paced, high performing team environment
- Highly Preferred: Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment
- 1+ years of Commercial insurance experience
Benefits
- Paid time off for company holidays
- Vacation
- Sick and personal days
- Paid parental leave
- Mental health services
Company Overview