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Account Executive

JOB SNAPSHOT: 
Employee Type:  Full-Time
Location: 

Roseville, CA, US, 95661

Job Type:  Administrative
Secondary Location: 
Years of Experience: 

Position Summary:

Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Essential Functions:

  • May assist with inputting and updating current client information in all required systems.
  • Communicates with retail agency personnel and underwriters to ensure accurate account information.
  • Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
  • Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
  • May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
  • Resolves invoicing issues with Premium Accounting.
  • Communicates with Premium Accounting regarding notices of cancellation.
  • Helps to ensure claim notifications are sent to the claims department.
  • Perform basic office duties; filing/copying/printing documents/maintaining files
  • Prepare reports, submissions. Cover letters and reviews policy for accuracy.
  • Other relevant duties as assigned.

Education/Experience/Skills:

  • 3+ years of relevant experience in a commercial insurance brokerage or underwriting environment.
  • Wholesale or retail agency/brokerage experience preferred.
  • Associate’s degree or higher preferred.
  • Must be able to pass state exam and obtain insurance license, if required.
  • Demonstrated understanding of insurance products and services.
  • Ability to manage workload with minimal supervision.
  • Critical attention to details.
  • Proficiency in Microsoft Office.

Disclaimer

Ryan Specialty is an Equal Opportunity Employer

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 wellbeing goals. In addition to our comprehensive benefits package, we encourage a diverse workforce that allows you to manage your wellbeing and work/life balance. We understand that you have a life outside of work. That's why we offer paid time off for vacation, sick and personal days. In addition, we offer paid parental leave and paid company holidays.  

 

Ryan Specialty values a diverse workplace where all colleagues feel empowered to be their authentic selves, and we are proud to be an equal-opportunity workplace. Ryan Specialty provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Ryan Specialty is committed to a diverse workforce.  

 

The target salary range for this position is $75,000-$100,000 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 base 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. 


Nearest Major Market: Sacramento

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