Commercial Insurance Account Specialist

RT Specialty, LLC; Fresno (CA); Hybrid; USD 69,000 - 87,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Job summary

Ryan Specialty in California seeks an Account Executive to support brokers in managing a commercial casualty book from issuance to renewals, ensuring accuracy and timely service for retail partners.

Ideal candidates are organized, detail-oriented, and capable of independently handling a busy book in a brokerage setting, with 2+ years of relevant experience and an active property and casualty license.

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 written and verbal communication skills.
• Proficiency with Microsoft Office Suite and agency management systems.

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.

Skills

Account management

Detail orientation

Communication

Organizational skills

License - Property & Casualty

Education

Bachelor's degree in Business, Risk Management, Insurance, or related field

Tools

Microsoft Office Suite

Agency management systems

Job description

Ryan Specialty in California seeks an Account Executive to support brokers in managing a commercial casualty book from issuance to renewals, ensuring accuracy and timely service for retail partners.

Ideal candidates are organized, detail-oriented, and capable of independently handling a busy book in a brokerage setting, with 2+ years of relevant experience and an active property and casualty license.