Remote: Account Executive (Sales)

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

Job summary

Ryan Specialty, a division of RT Specialty, seeks an Account Executive to support broker teams in executing trades, managing accounts, and ensuring regulatory compliance. The role involves preparing new business and renewal documents, developing market submissions, and strengthening broker relationships.

Requirements include a minimum of 2 years in insurance with a Bachelor’s degree, plus CISR and CIL licenses.

Qualifications

• Minimum 2 years of insurance industry experience combined with a Bachelor’s degree.
• Bachelor’s degree required.
• Preferred study areas: Business Administration, Sales, Risk Management, or related discipline.
• Certified Insurance Service Representative (CISR).
• Commercial Insurance License (CIL).

Responsibilities

• Assist the Broker team in executing trades, managing accounts, and ensuring regulatory compliance.
• Prepare accounts for new business and renewal processes, initiating renewal reviews.
• Support in developing market submissions and quote cover letters for agents.
• Build strong relationships with brokers and maintain understanding of brokerage operations.
• Collaborate with brokers to drive renewal opportunities and support new business through client referrals.
• Evaluate and mitigate risks while ensuring compliance with regulations and internal policies.
• Maintain accurate data in internal systems and generate performance reports.

Skills

Broker team support

Account management

Regulatory compliance

Education

Bachelor's degree

CISR

Commercial Insurance License (CIL)

Job description

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. The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities. 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.

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.

Work Experience

• ~ Minimum of 2 years of insurance industry experience combined with a Bachelor’s degree .
• Bachelor’s degree required.
• Preferred areas of study include Business Administration, Sales, Risk Management , or a related discipline.
• Certified Insurance Service Representative ( CISR )
• Commercial Insurance License ( CIL )

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 $64,000.00 - $80,000.00 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. 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. 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.