Ryan Specialty · 1 day ago

Production Associate

United States

Full-time

Remote

Entry Level

$21/hr - $26.45/hr

1+ years exp

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Financial ServicesInsurance

Comp. & Benefits

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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. 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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

P&C licenseSurplus line licenseOperational supportBrokerage operationsDocument preparationClient information managementRecord-keeping complianceCompliance reportingRisk management collaborationInsurance industry knowledge

Required

Less than 1 year of experience in the Insurance industry or Underwriting.

Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.

Minimum requirements for state P&C and/or surplus line licenses.