[Remote] Account Executive, Wholesale Casualty
Note: The job is a remote job and is open to candidates in USA. Ryan Specialty is a middle-market insurance brokerage team that specializes in real estate–driven accounts and various commercial industries. The Account Executive is responsible for managing the day-to-day servicing and renewal lifecycle of client accounts, including policy submissions, renewals, endorsements, and client support.
Responsibilities
- 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
- Communicate with insurance carriers and underwriters
- Support brokers with submissions and market communications
- Coordinate with internal teams to ensure accurate coverage placement
- Review insurance policies and documentation for accuracy and completeness
- Process endorsements, binders, and policy updates
- Assist with coverage analysis and renewal preparation
- 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
- 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
Skills
- Minimum 1+ years of professional experience in commercial insurance
- Experience managing client accounts, financial data, or complex documentation
- Experience with policy administration, renewals, or underwriting support
- 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 within a very fast paced environment
- Property & Casualty (P&C) License required for consideration
- Experience in the wholesale insurance industry and within various markets
- Familiarity with insurance agency management systems or brokerage platforms, ImageRight and AIM a major plus
- Experience working with middle market commercial clients
- Bachelor's degree in Business, Finance, Accounting, or Risk Management
Benefits
- Paid time off for company holidays, vacation, sick and personal days
- Paid parental leave
- Mental health services
- Bonuses and benefits
Company Overview