Account Executive, Wholesale Casualty

Summary

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, ensuring accurate policy administration and strong client service.

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

Qualifications

Must Haves

• 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

Nice to Haves

• 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
• Full-time roles are eligible for bonuses and benefits