RT Specialty · 4 hours ago
Broker Assistant
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
$20/hr - $26/hrRT 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.
Financial ServicesInsurance
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
Qualification
Required
Bachelor's degree required
Any other related discipline or commensurate work experience considered
Preferred
Business Administration, Sales, and Risk Management preferred
Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment
Benefits
Paid time off for company holidays
Vacation
Sick and personal days
Paid parental leave
Mental health services
Company
RT Specialty
R-T Specialty, is an independent wholesale brokerage that provides specialty insurance services.
Founded in 2010
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Marya Propis
Executive Vice President | Retail Distribution
Ryan Grimes
President National Casualty
Recent News
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