Account Executive

Position Summary

The Account Executive supports a middle-market insurance brokerage team that specializes in real estate–driven accounts and a variety of commercial industries. This role is responsible for managing the day-to-day servicing and renewal lifecycle of client accounts, including policy submissions, renewals, endorsements, and client support.

The Account Executive works closely with brokers and carriers to ensure accurate policy administration, timely renewals, and strong client service. The position requires strong attention to detail, the ability to manage multiple accounts, and comfort working with insurance systems, data, and reporting tools such as Excel.

The team primarily supports middle market clients across industries such as real estate, healthcare, assisted living, and warehouse/distribution.

What will your job entail?

Account Management & Client Servicing:

• 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

Carrier & Broker Coordination:

• Communicate with insurance carriers and underwriters
• Support brokers with submissions and market communications
• Coordinate with internal teams to ensure accurate coverage placement

Policy Administration:

• Review insurance policies and documentation for accuracy and completeness
• Process endorsements, binders, and policy updates
• Assist with coverage analysis and renewal preparation

Systems & Data Management:

• 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

Team Collaboration:

• 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

Training & Onboarding:

This role provides hands-on training and mentorship from senior team members. New hires will receive guidance on:

• Insurance account management processes
• Brokerage systems such as Titan
• Policy administration and renewal workflows
• Carrier and broker communication practices

Required Qualifications:

• Minimum 2 years of professional experience in insurance, finance, accounting, or a related analytical role
• Experience managing client accounts, financial data, or complex documentation
• 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

Preferred Qualifications:

• Experience in commercial insurance or insurance brokerage
• Experience with policy administration, renewals, or underwriting support
• Familiarity with insurance agency management systems or brokerage platforms
• Experience working with middle market commercial clients
• Bachelor’s degree in Business, Finance, Accounting, or Risk Management

Licensing:

• Property & Casualty (P&C) License preferred
• Candidates must obtain a P&C license if not already licensed within 45 days of employment

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 $65,450.00 - $75,000.00 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 https://benefits.ryansg.com/.

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 HR@Ryansg.com

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.

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