Account Executive

Position Summary:
Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Essential Functions:

• May assist with inputting and updating current client information in all required systems.
• Communicates with retail agency personnel and underwriters to ensure accurate account information.
• Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
• Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
• May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
• Resolves invoicing issues with Premium Accounting.
• Communicates with Premium Accounting regarding notices of cancellation.
• Helps to ensure claim notifications are sent to the claims department.
• Perform basic office duties; filing/copying/printing documents/maintaining files
• Prepare reports, submissions. Cover letters and reviews policy for accuracy.
• Other relevant duties as assigned.

Education/Experience/Skills:

• 3 years of relevant experience in a commercial insurance brokerage or underwriting environment.
• Wholesale or retail agency/brokerage experience preferred.
• Associate's degree or higher preferred.
• Must be able to pass state exam and obtain insurance license, if required.
• Demonstrated understanding of insurance products and services.
• Ability to manage workload with minimal supervision.
• Critical attention to details.
• Proficiency in Microsoft Office.

Ryan Specialty Group is an Equal Opportunity Employer

Job Type: Full-time

Pay: $40,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Experience:

• Wholesale or retail agency/brokerage: 1 year (Preferred)
• commercial insurance brokerage or underwriting environment: 3 years (Preferred)

Work Location: One location