Account Executive
Ryan Specialty, Houston, TX, United States
Account Executive
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. 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 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. The target salary range for this position is $65,450.00 - $75,000.00 annually. 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 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. 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 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. The target salary range for this position is $65,450.00 - $75,000.00 annually. 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.