Account Executive

Ryan Specialty

. Prepare accounts for new business and renewals as directed by the broker .

Posted 11/5/2026full-timeRemote • California • United StatesJunior💰 $60,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing accounts for new business and renewals, ensuring compliance with industry regulations, and maintaining accurate data in internal systems. Strong ability to evaluate account risks and generate performance reports while fostering relationships with brokers.

Highest-signal resume keywords

Insurance Industry ExperienceBachelor's Degree in Business AdministrationCertified Insurance Service Representative (CISR)Commercial Insurance License (CIL)Account Risk Evaluation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

New Business PreparationRenewal Submission PreparationPolicy Document ReviewInvoicing Issue ResolutionPerformance ReportingData DocumentationClient-Retention StrategiesMarket Submission CreationCompliance AdherenceAccount Risk Mitigation

Soft Skills

Relationship BuildingCollaborationCommunication

Certifications & Qualifications

Certified Insurance Service Representative (CISR)Commercial Insurance License (CIL)

Industry Keywords

InsuranceP&C LicenseSurplus Line LicenseBrokerage OperationsContractual Obligations

About the role

Key responsibilities & impact

Prepare accounts for new business and renewals as directed by the broker
Initiate renewal reviews and suggest client-retention steps
Support brokers in creating market submissions and quote cover letters
Review received documents for accuracy
Build relationships with brokers and support brokerage operations
Collaborate with brokers to drive renewals and solicit new business through referrals
Prepare new business strategies, proposals, and presentations
Evaluate and mitigate account risks
Ensure compliance with industry regulations and internal policies
Maintain accurate data and documentation in internal systems
Generate performance and portfolio trend reports for brokers
Collaborate with internal teams to meet contractual obligations
Resolve invoicing issues with Premium Accounting stakeholders
Communicate notices of cancellation

Requirements

What you’ll need

Minimum of 1 year of experience in the Insurance industry with a Bachelor’s degree
Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred
Any other related discipline or commensurate work experience considered
Minimum requirements for state P&C and/or surplus line licenses
Certified Insurance Service Representative (CISR) preferred
Commercial Insurance License (CIL) preferred
Ability to prepare new business and renewal submissions
Ability to review policy documents and invoices
Ability to evaluate and mitigate account risks
Ability to ensure adherence to industry regulations and internal policies
Ability to maintain accurate data and documentation in internal systems
Ability to generate performance and portfolio trend reports
Ability to resolve invoicing issues and communicate cancellation notices

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