Senior Broker Assistant- ProExec

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 Senior Brokerage Operations Coordinator 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 entire 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 understands the insurance industry and enjoys operations, coordination, and customer service, but is not interested in pursuing a producer, sales, or marketing career path. We are also open to 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: La Jolla, CA (Hybrid or Onsite) or Fully Remote within PST/MST Time Zones

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

• Insurance industry experience, brokerage experience, underwriting support experience, or related insurance operations experience OR
  
• Significant customer service, administrative, operations, or coordination experience in a fast-paced environment.
  
• 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.