Wholesale Broker Assistant

Position Summary

RT Specialty is a leading wholesale distributor of specialty insurance products and services. The Broker Assistant supports the brokerage team by handling day-to-day operational tasks, ensuring compliance with regulations, and facilitating effective communication.

What will your job entail?

• Assists in executing and coordinating day-to-day brokerage operations
• Supports the implementation and improvement of operational procedures
• Collaborates with brokers to prepare documents, cover letters, and market renewal business
• 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
• Contributes to the preparation of compliance reports related to brokerage operations
• Collaborates across broker and finance teams on business requirements
• Adheres to regulatory requirements and internal policies
• Aids in identifying and mitigating operational risks
• Collaborates with risk management teams to implement controls
• Supports the Brokerage team with any ad hoc tasks and requests

Required Qualifications

• Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred
• Any other related discipline or commensurate work experience considered
• Ability to multi-task, communicate effectively, and work in a high-performing team environment

Preferred Qualifications

• Highly Preferred: Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment
• 1+ years of Commercial insurance experience