More jobs:
Account Executive
Remote / Online - Candidates ideally in
California, USA
Listed on 2026-10-24
California, USA
Listing for:
RT Specialty, LLC
Full Time, Remote/Work from Home
position Listed on 2026-10-24
Job specializations:
-
Insurance
Insurance Sales, Insurance Agent & Advisor -
Sales
Insurance Sales
Job Description & How to Apply Below
Remote
- California:
Remote
- Arizona:
Full time:
Posted Today:
JR26-5418RT 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. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.
** Position Summary
** Job Description Summary The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities.
** What will your job entail?**###
Job 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.### Work Experience
* Minimum of
** 2 years of insurance industry experience
** combined with a
** Bachelor’s degree**.### Education
* Bachelor’s degree required.
* Preferred areas of study include
** Business Administration, Sales, Risk Management**, or a related discipline.
* Equivalent professional experience will also be considered.### Licenses & Certifications
** Required
* ** State Property & Casualty (P&C) and/or Surplus Lines License(s), as required by state regulations.
** Preferred
* ** Certified Insurance Service Representative (
** CISR**)
* Commercial Insurance License (
** CIL**)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.
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