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Ryan Specialty · 1 hour ago

Senior Account Executive

Media, PA

Full-time

Onsite

Mid, Senior Level

$128K/yr - $160K/yr

2+ years exp

Ryan Specialty is committed to building and sustaining a diverse workforce. The Senior Account Executive is responsible for cultivating and managing relationships with high-value clients, overseeing the lifecycle of client accounts, and ensuring regulatory compliance while mentoring account executives.

Financial ServicesInsuranceRisk Management

Comp. & Benefits

Responsibilities

Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning

Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services

Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk management teams

Reviews new business strategies in collaboration with brokers, including proposals and presentations for new client opportunities

Oversees renewal reviews to provide the client with the optimal solution in the coverage of their assets and the retention of the client

Reviews market submissions and prepares cover letters for agents and reviews received policies and documents to ensure accuracy

Reviews client account documentation for accuracy and prepares reports on account performance, transactions, and other metrics

Resolves complex client issues, escalates problems and collaborates with internal teams to find innovative solutions

Optimizes the use of brokerage platforms and trading systems for efficiency and collaborates with technology teams for system enhancements

Ensures adherence to industry regulations and internal compliance policies and oversees compliance reporting and responses to regulatory inquiries

Mentors a team of account executives and provides training on account management, brokerage systems and tools

Qualification

Brokerage experienceRisk managementClient relationship managementFinancial planningCompliance reportingTrainingMentoringBusiness AdministrationSalesCertified Insurance ProfessionalCommunication skills

Required

Minimum of 2 years of experience in Brokerage or 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

Prescribed: Minimum requirements for state P&C and/or surplus line licenses