Lead Account Executive

R T Specialty, LLC; Pennsylvania; On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Paid parental leave

Mental health services

Paid time off for holidays and vacation

Sick and personal days

Job summary

A leading insurance firm is seeking a Lead Account Executive in Pennsylvania. The role involves managing client relationships, ensuring compliance, and optimizing workflow. The ideal candidate should have over 5 years of experience in operations with a solid understanding of the Property & Casualty insurance sector. Strong communication, organizational skills, and team management experience are essential. The position offers a comprehensive benefits package, including a competitive salary between $100,000 and $125,000 annually.

Qualifications

• 5+ years of experience in an operations environment.
• Strong knowledge of the Property & Casualty insurance industry.
• Ability to manage staff and workflow in a fast-paced environment.

Responsibilities

• Oversee and manage crucial client relationships.
• Ensure adherence to industry regulations and compliance policies.
• Monitor individual and team performance metrics.

Skills

Client relationship management

Operations management

Commercial insurance knowledge

Interpersonal communication

Organizational skills

Education

Bachelor's degree (preferred)

Tools

MS Office Excel

MS Office Word

Job description

**Position Summary**The Lead Account Executive is responsible for overseeing and managing crucial client relationships, providing guidance on critical client issues, and managing strategic account initiatives. The role includes managing the entire client account lifecycle, from onboarding to expansion opportunities, with a focus on addressing complex issues. They ensure strict adherence to industry regulations, and internal compliance policies. They monitor individual and team performance metrics and collaborate with brokers to pursue new business opportunities.· Manage the high volume, fast-paced workflow for the assigned team or line of business, with willingness to expand into other lines of business as they become available. · Monitor productivity volume, service standards and accuracy for their staff and the business that they support. · Assist in driving process improvement and innovation efforts to continually improve our services for the businesses that we support. · Holds team accountable to ensure emails and tasks are handled in a timely manner according to the workflow schedule. · Provides direction and support for complicated tasks and requests. · Communicate effectively with management, underwriters, and brokers to secure the information necessary to accurately process the business. · Provide timely and efficient service to all internal and external customers, including underwriters and brokers. · Mentor staff and drive performance management and staff development efforts, including vast training to underwriting team on both insurance-related and process-driven topics. · Create and distribute routine and ad-hoc reports as assigned. · Participate in or handle special projects, as needed. · Collaborates with resources across the organization to pursue continual process optimization. · Utilize communication and interpersonal skills via phone and email to answer multitudes of questions, market the product and build strong relationships with broker partners to continually build upon the program.· Bachelor of Arts or Bachelor of Science degree preferred. · 5+ years of experience in an operations environment, insurance experience and experience with business systems and applications preferred. Commercial insurance experience preferred. · Strong knowledge of the Property & Casualty insurance industry as well as insurance terminology and the commercial insurance policy lifecycle. · Intermediate to advanced MS Office Excel and Word skills required. · Experience managing staff and workflow in a fast-paced business environment. · Excellent verbal and written communication skills. · Attention to detail, accuracy, and data integrity. · Strong organizational and time management skills. · Ability to maintain standards of quality and quantity of output as established by management.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 $100,000.00 - $125,000.00 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 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 [e-mail] *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.***Benefits**!