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Account Executive
Ryan Specialty. Prepare accounts for new business and renewal processes as directed by the broker .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance account management, including client retention strategies, compliance with industry regulations, and effective communication with brokers. Proficient in developing business proposals and analyzing performance metrics to drive business growth.
Highest-signal resume keywords
Insurance Industry ExperienceProperty & Casualty LicenseClient Retention StrategiesBusiness Proposal DevelopmentPerformance Metrics Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementRisk EvaluationData DocumentationReport GenerationMarket Submission Development
Soft Skills
Relationship BuildingCollaborationCommunicationProblem Solving
Tools & Technologies
Internal Systems
Certifications & Qualifications
Bachelor's DegreeCertified Insurance Service RepresentativeCommercial Insurance License
Industry Keywords
InsuranceBrokerage OperationsComplianceRenewal ProcessesClient Coverage
About the role
Key responsibilities & impact- Prepare accounts for new business and renewal processes as directed by the broker
- Initiate renewal reviews to help deliver optimal client coverage and support client retention strategies
- Support brokers in developing market submissions and quote cover letters for agents
- Review received documents for accuracy and completeness
- Build relationships with brokers and understand 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, proposals, and presentations for prospective client opportunities
- Evaluate and mitigate account risks while ensuring compliance with industry regulations and internal policies
- Maintain accurate data in internal systems and create thorough documentation
- Generate reports on performance and key metrics, identify portfolio trends, and provide recommendations for the book of business
- Partner with internal teams to meet contractual obligations
- Resolve invoicing issues with Premium Accounting
- Communicate cancellation notices as needed
Requirements
What you’ll need- Minimum of 2 years of insurance industry experience combined with a Bachelor’s degree
- Bachelor’s degree required
- Required State Property & Casualty (P&C) and/or Surplus Lines License(s), as required by state regulations
- Preferred areas of study include Business Administration, Sales, Risk Management, or a related discipline
- Equivalent professional experience will also be considered
- Preferred Certified Insurance Service Representative (CISR)
- Preferred Commercial Insurance License (CIL)
Benefits
Comp & perks- Paid company holidays
- Vacation days
- Sick days
- Personal days
- Paid parental leave
- Mental health services
- Bonuses for full-time roles
- Comprehensive benefits package
- Reasonable accommodations for individuals with disabilities