Insurance Account Executive — Broker Support & Growth

Ryan Specialty; California; On-site; USD 64,000 - 80,000; Full time

Benefits offered by this job

Bonuses

Comprehensive benefits package

Job summary

Ryan Specialty is seeking an Account Executive to support the Broker team in executing trades, managing accounts, and ensuring regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and contributes to new business and renewal submissions while reviewing policy documents and invoices for client service excellence.

The position requires a minimum of 2 years of insurance industry experience and a Bachelor’s degree, with state P&C or Surplus Lines licenses

Qualifications

• Minimum of 2 years of insurance industry experience.
• Bachelor’s degree required.
• State Property & Casualty (P&C) and/or Surplus Lines Licenses required by state regulations.

Responsibilities

• Prepare accounts for new business and renewal processes as directed by the broker, initiating renewal reviews to help deliver optimal client coverage and support client retention strategies.
• Support the broker in developing market submissions and quote cover letters for agents, while reviewing received documents for accuracy and completeness.
• Build strong relationships with brokers and maintain an understanding of brokerage operations to proactively support business objectives.
• Collaborate with brokers to drive renewal opportunities and support new business efforts through client referrals.
• Assist in developing new business strategies with brokers, including proposals and presentations for prospective client opportunities.
• Evaluate and mitigate risks associated with accounts while ensuring compliance with industry regulations and internal policies.
• Maintain accurate data within internal systems, create thorough documentation, and perform responsibilities in accordance with established guidelines, quality standards, and service expectations.
• Generate reports on performance and key metrics, leveraging data and insights to identify portfolio trends and provide value-enhancing recommendations for the book of business.
• Partner with internal teams to ensure contractual obligations are met, resolve invoicing issues with Premium Accounting, and communicate cancellation notices as needed.

Skills

Insurance industry experience

Education

Bachelor’s degree

Equivalent professional experience considered

Job description

Ryan Specialty is seeking an Account Executive to support the Broker team in executing trades, managing accounts, and ensuring regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and contributes to new business and renewal submissions while reviewing policy documents and invoices for client service excellence.

The position requires a minimum of 2 years of insurance industry experience and a Bachelor’s degree, with state P&C or Surplus Lines licenses