Wholesale Casualty Brokerage Assistant
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to parse the posting.
Key content:
- Company description: 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: The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional looking to build a long-term career in commercial insurance and wholesale brokerage. Through hands-on training, direct mentorship, and exposure to carrier and client relationships, the Brokerage Assistant will develop a strong foundation in brokerage operations while gaining opportunities for growth into marketing, client-facing, and brokerage-focused roles.
- Location: This role will work hybrid out of our Chicago office with Mon-Thurs in office and Friday's work from home. Our office is located at 540 W Madison St Floor 9 Chicago, IL 60647.
- What will your job entail? (list of duties):
- Support the day-to-day servicing and administration of commercial casualty insurance accounts.
- Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation.
- Review policies, endorsements, binders, and related insurance documents to ensure accuracy and completeness.
- Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation.
- Maintain accurate client, policy, and transaction information within agency management systems and document management platforms.
- Organize and maintain account files, ensuring documentation is complete and compliant with internal standards and regulatory requirements.
- Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders in a professional and timely manner.
- Assist with renewal activities, policy servicing, and other account management functions throughout the insurance lifecycle.
- Collaborate with brokers, marketing professionals, and operational teams to support successful account execution and client service.
- Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, Outlook, and other business applications.
- Support process improvement initiatives and assist with special projects as needed.
- Participate in professional development opportunities, industry events, networking functions, and relationship-building activities with carrier and client partners.
- Qualifications Required:
- Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field.
- Active Property & Casualty license or willingness to obtain within the first 90 days of employment
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office applications, including Excel and Outlook.
- Demonstrated initiative, professionalism, and a desire to learn the insurance industry.
- Preferred:
- Internship, coursework, or professional experience in insurance, underwriting, brokerage, financial services, sales, customer service, account management, or related fields.
- Familiarity with AIM, ImageRight, agency management systems, or other insurance technology platforms.
- Experience utilizing AI-powered productivity tools such as Microsoft Copilot, Claude, ChatGPT, or similar solutions.
- Property & Casualty insurance license or willingness to obtain upon hire.
- What You'll Gain:
- Hands-on training from experienced Casualty brokerage professionals.
- Exposure to commercial insurance placements, underwriting strategy, carrier relationships, and client service.
- A collaborative, energetic team environment that values learning, development, and professional growth.
- Opportunities to attend industry networking events and build relationships with carrier and client partners.
- Multiple long-term career paths, including brokerage operations, marketing, account management, and producer/broker roles.
- The ability to build a rewarding career in the wholesale insurance industry while learning directly from experienced professionals.
- Benefits: "How We Support Our Teammates" mentions benefits: comprehensive and best-in-class benefits package, paid time off for company holidays, vacation, sick and personal days, paid parental leave, mental health services and more. Also mention full-time roles eligible for bonuses and benefits. Also link to benefits website. So we have benefits content.
- Pay: "The target hourly rate range for this position is $25.00 - $31.25 per hour." Also mention wage range considerations, subject to change, full-time roles eligible for bonuses and benefits. So we have pay info.
- Schedule: "Location: This role will work hybrid out of our Chicago office with Mon-Thurs in office and Friday's work from home." So schedule: hybrid, Mon-Thurs in office, Friday WFH.
We need to decide sections. The instructions: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
Thus we need to decide which sections to include. Likely sections: About the role (company description + position summary), Responsibilities (list of duties), Qualifications (required + preferred maybe combined?), Skills (maybe not separate if covered), Benefits, Pay, Schedule.
We need to avoid duplication. The posting includes "Qualifications Required" and "Preferred". Could combine into Qualifications section with sub-lists? But we must use
- for any list. Could have two lists: Required Qualifications and Preferred Qualifications under same heading? Might be okay.
We need to ensure we don't create sections with placeholder text. All sections have real content.
We need to remove boilerplate: EEO statement, accommodations, legal disclaimer, etc. Also remove "How We Support Our Teammates" maybe part of Benefits but we need to extract benefits content. The benefits paragraph includes details: comprehensive benefits package, paid time off, paid parental leave, mental health services, etc. Also mention link to benefits website. We'll keep that.
Pay: we have target hourly rate range $25.00 - $31.25 per hour. Also mention wage range considerations, subject to change, full-time roles eligible for bonuses and benefits. We'll keep that.
Schedule: hybrid Mon-Thurs in office, Friday WFH. Also location address. Could include location in schedule or about the role? Probably schedule section.
We need to output only HTML fragment. No or . Use
headings.
Let's craft:
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.
The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional looking to build a long-term career in commercial insurance and wholesale brokerage. Through hands-on training, direct mentorship, and exposure to carrier and client relationships, the Brokerage Assistant will develop a strong foundation in brokerage operations while gaining opportunities for growth into marketing, client-facing, and brokerage-focused roles.
Responsibilities
- Support the day-to-day servicing and administration of commercial casualty insurance accounts.
- Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation.
- Review policies, endorsements, binders, and related insurance documents to ensure accuracy and completeness.
- Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation.
- Maintain accurate client, policy, and transaction information within agency management systems and document management platforms.
- Organize and maintain account files, ensuring documentation is complete and compliant with internal standards and regulatory requirements.
- Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders in a professional and timely manner.
- Assist with renewal activities, policy servicing, and other account management functions throughout the insurance lifecycle.
- Collaborate with brokers, marketing professionals, and operational teams to support successful account execution and client service.
- Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, Outlook, and other business applications.
- Support process improvement initiatives and assist with special projects as needed.
- Participate in professional development opportunities, industry events, networking functions, and relationship-building activities with carrier and client partners.
Qualifications
Required:
- Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field.
- Active Property & Casualty license or willingness to obtain within the first 90 days of employment.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office applications, including Excel and Outlook.
- Demonstrated initiative, professionalism, and a desire to learn the insurance industry.
Preferred:
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the posting. Key content: - Company description: 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: The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional looking to build a long-term career in commercial insurance and wholesale brokerage. Through hands-on training, direct mentorship, and exposure to carrier and client relationships, the Brokerage Assistant will develop a strong foundation in brokerage operations while gaining opportunities for growth into marketing, client-facing, and brokerage-focused roles. - Location: This role will work hybrid out of our Chicago office with Mon-Thurs in office and Friday's work from home. Our office is located at 540 W Madison St Floor 9 Chicago, IL 60647. - What will your job entail? (list of duties): - Support the day-to-day servicing and administration of commercial casualty insurance accounts. - Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation. - Review policies, endorsements, binders, and related insurance documents to ensure accuracy and completeness. - Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation. - Maintain accurate client, policy, and transaction information within agency management systems and document management platforms. - Organize and maintain account files, ensuring documentation is complete and compliant with internal standards and regulatory requirements. - Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders in a professional and timely manner. - Assist with renewal activities, policy servicing, and other account management functions throughout the insurance lifecycle. - Collaborate with brokers, marketing professionals, and operational teams to support successful account execution and client service. - Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, Outlook, and other business applications. - Support process improvement initiatives and assist with special projects as needed. - Participate in professional development opportunities, industry events, networking functions, and relationship-building activities with carrier and client partners. - Qualifications Required: - Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field. - Active Property & Casualty license or willingness to obtain within the first 90 days of employment - Strong attention to detail and organizational skills. - Ability to manage multiple priorities in a fast-paced environment. - Excellent written and verbal communication skills. - Proficiency with Microsoft Office applications, including Excel and Outlook. - Demonstrated initiative, professionalism, and a desire to learn the insurance industry. - Preferred: - Internship, coursework, or professional experience in insurance, underwriting, brokerage, financial services, sales, customer service, account management, or related fields. - Familiarity with AIM, ImageRight, agency management systems, or other insurance technology platforms. - Experience utilizing AI-powered productivity tools such as Microsoft Copilot, Claude, ChatGPT, or similar solutions. - Property & Casualty insurance license or willingness to obtain upon hire. - What You'll Gain: - Hands-on training from experienced Casualty brokerage professionals. - Exposure to commercial insurance placements, underwriting strategy, carrier relationships, and client service. - A collaborative, energetic team environment that values learning, development, and professional growth. - Opportunities to attend industry networking events and build relationships with carrier and client partners. - Multiple long-term career paths, including brokerage operations, marketing, account management, and producer/broker roles. - The ability to build a rewarding career in the wholesale insurance industry while learning directly from experienced professionals. - Benefits: "How We Support Our Teammates" mentions benefits: comprehensive and best-in-class benefits package, paid time off for company holidays, vacation, sick and personal days, paid parental leave, mental health services and more. Also mention full-time roles eligible for bonuses and benefits. Also link to benefits website. So we have benefits content. - Pay: "The target hourly rate range for this position is $25.00 - $31.25 per hour." Also mention wage range considerations, subject to change, full-time roles eligible for bonuses and benefits. So we have pay info. - Schedule: "Location: This role will work hybrid out of our Chicago office with Mon-Thurs in office and Friday's work from home." So schedule: hybrid, Mon-Thurs in office, Friday WFH. We need to decide sections. The instructions: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
Thus we need to decide which sections to include. Likely sections: About the role (company description + position summary), Responsibilities (list of duties), Qualifications (required + preferred maybe combined?), Skills (maybe not separate if covered), Benefits, Pay, Schedule.
We need to avoid duplication. The posting includes "Qualifications Required" and "Preferred". Could combine into Qualifications section with sub-lists? But we must use
- for any list. Could have two lists: Required Qualifications and Preferred Qualifications under same heading? Might be okay.
We need to ensure we don't create sections with placeholder text. All sections have real content.
We need to remove boilerplate: EEO statement, accommodations, legal disclaimer, etc. Also remove "How We Support Our Teammates" maybe part of Benefits but we need to extract benefits content. The benefits paragraph includes details: comprehensive benefits package, paid time off, paid parental leave, mental health services, etc. Also mention link to benefits website. We'll keep that.
Pay: we have target hourly rate range $25.00 - $31.25 per hour. Also mention wage range considerations, subject to change, full-time roles eligible for bonuses and benefits. We'll keep that.
Schedule: hybrid Mon-Thurs in office, Friday WFH. Also location address. Could include location in schedule or about the role? Probably schedule section.
We need to output only HTML fragment. No or . Use
headings.
Let's craft:
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.
The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional looking to build a long-term career in commercial insurance and wholesale brokerage. Through hands-on training, direct mentorship, and exposure to carrier and client relationships, the Brokerage Assistant will develop a strong foundation in brokerage operations while gaining opportunities for growth into marketing, client-facing, and brokerage-focused roles.
Responsibilities
- Support the day-to-day servicing and administration of commercial casualty insurance accounts.
- Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation.
- Review policies, endorsements, binders, and related insurance documents to ensure accuracy and completeness.
- Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation.
- Maintain accurate client, policy, and transaction information within agency management systems and document management platforms.
- Organize and maintain account files, ensuring documentation is complete and compliant with internal standards and regulatory requirements.
- Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders in a professional and timely manner.
- Assist with renewal activities, policy servicing, and other account management functions throughout the insurance lifecycle.
- Collaborate with brokers, marketing professionals, and operational teams to support successful account execution and client service.
- Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, Outlook, and other business applications.
- Support process improvement initiatives and assist with special projects as needed.
- Participate in professional development opportunities, industry events, networking functions, and relationship-building activities with carrier and client partners.
Qualifications
Required:
- Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field.
- Active Property & Casualty license or willingness to obtain within the first 90 days of employment.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office applications, including Excel and Outlook.
- Demonstrated initiative, professionalism, and a desire to learn the insurance industry.
Preferred:
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Thus we need to decide which sections to include. Likely sections: About the role (company description + position summary), Responsibilities (list of duties), Qualifications (required + preferred maybe combined?), Skills (maybe not separate if covered), Benefits, Pay, Schedule. We need to avoid duplication. The posting includes "Qualifications Required" and "Preferred". Could combine into Qualifications section with sub-lists? But we must use
- for any list. Could have two lists: Required Qualifications and Preferred Qualifications under same heading? Might be okay.
We need to ensure we don't create sections with placeholder text. All sections have real content.
We need to remove boilerplate: EEO statement, accommodations, legal disclaimer, etc. Also remove "How We Support Our Teammates" maybe part of Benefits but we need to extract benefits content. The benefits paragraph includes details: comprehensive benefits package, paid time off, paid parental leave, mental health services, etc. Also mention link to benefits website. We'll keep that.
Pay: we have target hourly rate range $25.00 - $31.25 per hour. Also mention wage range considerations, subject to change, full-time roles eligible for bonuses and benefits. We'll keep that.
Schedule: hybrid Mon-Thurs in office, Friday WFH. Also location address. Could include location in schedule or about the role? Probably schedule section.
We need to output only HTML fragment. No or . Use
headings. Let's craft:
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.
The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional looking to build a long-term career in commercial insurance and wholesale brokerage. Through hands-on training, direct mentorship, and exposure to carrier and client relationships, the Brokerage Assistant will develop a strong foundation in brokerage operations while gaining opportunities for growth into marketing, client-facing, and brokerage-focused roles.
Responsibilities
- Support the day-to-day servicing and administration of commercial casualty insurance accounts.
- Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation.
- Review policies, endorsements, binders, and related insurance documents to ensure accuracy and completeness.
- Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation.
- Maintain accurate client, policy, and transaction information within agency management systems and document management platforms.
- Organize and maintain account files, ensuring documentation is complete and compliant with internal standards and regulatory requirements.
- Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders in a professional and timely manner.
- Assist with renewal activities, policy servicing, and other account management functions throughout the insurance lifecycle.
- Collaborate with brokers, marketing professionals, and operational teams to support successful account execution and client service.
- Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, Outlook, and other business applications.
- Support process improvement initiatives and assist with special projects as needed.
- Participate in professional development opportunities, industry events, networking functions, and relationship-building activities with carrier and client partners.
Qualifications
Required:
- Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field.
- Active Property & Casualty license or willingness to obtain within the first 90 days of employment.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office applications, including Excel and Outlook.
- Demonstrated initiative, professionalism, and a desire to learn the insurance industry.
Preferred: