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About the Role

The Account Executive is responsible for managing the day-to-day servicing and renewal lifecycle of client accounts, including policy submissions, renewals, endorsements, and client support. This role requires strong attention to detail, the ability to manage multiple accounts, and comfort working with insurance systems.

Responsibilities

• Manage the renewal lifecycle of commercial insurance accounts
• Support account submissions, renewals, and policy servicing
• Issue insurance policies, binders, and endorsements
• Maintain accurate policy documentation and client account records
• Provide day-to-day customer service and account support
• Communicate with insurance carriers and underwriters
• Support brokers with submissions and market communications
• Coordinate with internal teams to ensure accurate coverage placement
• Review insurance policies and documentation for accuracy and completeness
• Process endorsements, binders, and policy updates
• Assist with coverage analysis and renewal preparation
• Utilize insurance brokerage systems such as Titan
• Maintain client and policy records within agency management systems
• Use Excel for reporting, tracking, and data analysis
• Apply formulas and data tools to manage account information efficiently
• Work closely with brokers and senior team members on account servicing
• Participate in hands-on training with senior leadership and internal training programs
• Support team initiatives to improve operational efficiency and client service

Requirements

• Minimum 1+ years of professional experience in commercial insurance
• Experience managing client accounts, financial data, or complex documentation
• Experience with policy administration, renewals, or underwriting support
• Strong proficiency in Microsoft Excel, including formulas and data management
• Strong attention to detail and organizational skills
• Ability to manage multiple client accounts and deadlines within a very fast paced environment
• Property & Casualty (P&C) License required for consideration

Skills

• Microsoft Excel
• Formulas
• Data management
• Account management
• Client servicing
• Policy administration
• Carrier communication
• Broker communication

Location

• Remote

Work Type

• Full-time

Experience Level

• 1+ years

Education Level

• Bachelor’s degree in Business, Finance, Accounting, or Risk Management

Salary/Compensations

• $62,000.00 - $77,500.00 annually

Benefits

• Paid time off for company holidays, vacation, sick and personal days
• Paid parental leave
• Mental health services
• Bonuses

About the Company

• 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.

Equal Opportunity

• 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.
• 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.