Account Executive

Position Summary The Account Executive supports a middle-market insurance brokerage team that specializes in real estatedriven 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 Bachelors 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. A multi-time winner of Newsweeks Most Loved Workplaces and Insurance Businesss Top Insurance Employers, Ryan Specialty is home to some of the brightest talent in the insurance industry. Join our team and help provide innovative solutions for insurance brokers, agents and carriers. Talent Network Not seeing the right job opening? To learn more about future opportunities Introduce yourself and join our talent network Benefits Curious about Ryan Specialtys benefits? Explore our employee benefits here! Ryan Specialty, LLC and its affiliates (Ryan Specialty) do not accept unsolicited resumes or candidate profiles submitted by any staffing agencies, placement services or professional recruiters (Agencies), including any submissions made through our website or to email accounts of Ryan Specialty employees. Agencies must be registered in Ryan Specialtys agency portal and have a fully executed contract for service between Ryan Specialty and the Agency. Agency fee agreements will only be valid if provided in such fully executed contract between Ryan Specialty and the Agency. Any unsolicited resume or candidate profile received from an Agency without prior approval from Ryan Specialtys HR department and in compliance with Ryan Specialtys candidate submission process shall be considered unsolicited, gratuitous and property of Ryan Specialty for recruiting purposes and, as such, is not subject to payment of any Agency fees.