Account Executive

Posted 4 Days Ago
Be an Early Applicant
Fresno, CA, USA
In-Office
69K-87K Annually
Junior
Insurance
The Role
Services assigned commercial insurance accounts throughout the policy lifecycle, including policy issuance, endorsements, invoicing, audits, renewals, and account maintenance. Supports brokers with new business and renewal preparation, reviews documentation for accuracy, resolves billing issues, maintains account records, responds to broker inquiries, monitors outstanding items, and generates account reports. The role manages a high-volume book of business while maintaining strong client and stakeholder relationships.
Summary Generated by Built In

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 Account Executive supports the Broker in managing and servicing a commercial casualty book of business throughout the policy lifecycle. This role is responsible for handling post-bind servicing activities, including policy issuance, endorsements, invoicing, audits, renewals, and account maintenance, while delivering exceptional service to retail broker partners and internal stakeholders. The ideal candidate is highly organized, detail-oriented, and capable of independently managing assigned accounts in a fast-paced brokerage environment.

What will your job entail?

Job Responsibilities
  • Manage the day-to-day servicing of assigned accounts, including policy issuance, endorsements, invoicing, audits, and account maintenance activities.

  • Support the Broker by preparing accounts for new business and renewal opportunities, including renewal solicitations for smaller accounts.

  • Review policy documents, endorsements, invoices, and other account documentation to ensure accuracy and completeness.

  • Serve as a primary point of contact for service-related inquiries from retail brokers and internal teams.

  • Maintain accurate account information and documentation within internal systems while ensuring compliance with company procedures and industry regulations.

  • Monitor bound accounts and proactively follow up on outstanding items to ensure policies are serviced efficiently and on time.

  • Partner with Premium Accounting and other internal departments to resolve invoicing discrepancies and assist with notices of cancellation as needed.

  • Develop and maintain positive working relationships with brokers, retail partners, and internal stakeholders to support client retention and growth objectives.

  • Generate reports and provide account-related updates to support effective management of the assigned book of business.

  • Effectively manage a high volume of responsibilities while maintaining strong attention to detail and meeting service standards.

Required Qualifications
  • Active Property & Casualty insurance license

  • 2+ years of commercial insurance experience within a brokerage, retail agency, wholesale brokerage, or carrier environment.

  • Experience servicing commercial insurance accounts, including policy issuance, endorsements, invoicing, audits, renewals, or account maintenance activities.

  • Strong organizational skills with the ability to manage multiple priorities and independently maintain an assigned book of business.

  • High attention to detail and commitment to accuracy in documentation and data management.

  • Strong written and verbal communication skills.

  • Proficiency with Microsoft Office Suite and agency management systems.

  • Ability to build productive working relationships with internal and external stakeholders.

Preferred Qualifications
  • Bachelor's degree in Business, Risk Management, Insurance, or a related field.

  • Experience supporting a commercial casualty book of business.

  • Experience working for a retail broker/agency and interacting directly with retail broker partners.

  • California casualty experience

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates 

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target salary range for this position is $69,200.00 - $86,500.00 annually.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/. 

 

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [email protected] 

 

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 

Skills Required

  • Active Property and Casualty insurance license
  • 2+ years of commercial insurance experience in a brokerage, retail agency, wholesale brokerage, or carrier environment
  • Experience servicing commercial insurance accounts, including policy issuance, endorsements, invoicing, audits, renewals, or account maintenance
  • Strong organizational skills and ability to manage multiple priorities independently
  • High attention to detail and commitment to documentation and data accuracy
  • Strong written and verbal communication skills
  • Proficiency with Microsoft Office Suite and agency management systems
  • Ability to build productive relationships with internal and external stakeholders
  • Bachelor's degree in Business, Risk Management, Insurance, or a related field
  • Experience supporting a commercial casualty book of business
  • Experience working for a retail broker or agency and interacting directly with retail broker partners
  • California casualty experience
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The Company
HQ: Chicago, IL
3,696 Employees
Year Founded: 2010

What We Do

Ryan Specialty (NYSE: RYAN) is an international specialty insurance firm that provides distribution, underwriting, product development, administration and risk management services by acting as a wholesale broker and a managing underwriter. Our mission is to provide industry-leading innovative specialty insurance solutions for insurance brokers, agents and carriers. Ryan Specialty was founded in 2010 by Patrick G. Ryan, the widely respected insurance veteran, founder and former Chairman and CEO of Aon Corporation. Mr. Ryan saw the need in the marketplace for a specialty organization dedicated exclusively to creating sophisticated insurance solutions for risks that demand innovation, proven leadership, outstanding industry expertise and quality services on behalf of brokers, agents and carriers. For more information about Ryan Specialty, visit our website at ryansg.com. Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce that is reflective of society throughout the entirety of the organization. Our vision is an inclusive and equitable workplace where all employees are valued and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions and benefits of employment.

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