RT Specialty · 1 day ago
Account Executive
Dallas, TX
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
1+ years expRT Specialty is a leading wholesale distributor of specialty insurance products and services. They are seeking an Account Executive to assist the Broker team in managing accounts, executing trades, and ensuring regulatory compliance while collaborating with internal teams and providing strategic insights about clients.
Financial ServicesInsurance
Responsibilities
Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention
Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy
Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs
Collaborates with the broker to drive renewals and solicits new business through client referrals
Prepares new business strategies in collaboration with brokers, including proposals and presentations for new client opportunities
Evaluates and mitigates risks associated with accounts and ensures adherence to industry regulations and internal policies
Ensures accuracy of new and existing data in internal systems, creates accurate documentation, and performs functions as defined by the guidelines while meeting quality and service standards
Generates reports on performance and other defined metrics by leveraging data and insights to inform the broker on portfolio trends and delivers value that may enhance the book of business
Collaborates with internal teams to ensure contractual obligations are met. Resolves invoicing issues with stakeholders in Premium Accounting and communicates on notices of cancellation
Qualification
Required
Minimum of 1 year of experience in the Insurance industry, preferably within binding
Preferred
Bachelor's degree within Business Administration, Sales, and Risk Management preferred
P&C and/or surplus line license preferred
Benefits
Paid time off for company holidays
Vacation
Sick and personal days
Paid parental leave
Mental health services
And more
Company
RT Specialty
R-T Specialty, is an independent wholesale brokerage that provides specialty insurance services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Marya Propis
Executive Vice President | Retail Distribution
Ryan Grimes
President National Casualty
Recent News
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