RT Specialty · 1 week ago
Account Executive, Commercial Insurance
Phoenix, AZ
Full-time
Onsite
Entry, Mid Level
$68K/yr - $85K/yr
2+ years expRT Specialty is a leading wholesale distributor of specialty insurance products and services. The Account Executive serves as a strategic partner to internal teams, assisting in executing trades, managing accounts, and providing insights into client needs and market trends.
Financial ServicesInsurance
Responsibilities
Prepares accounts for new business and renewals as directed by the broker, initiating renewal reviews to optimize client coverage and recommending strategies for client retention
Assists brokers in developing market submissions and quote cover letters, while reviewing incoming documents for accuracy and completeness
Builds strong relationships with brokers and demonstrates a solid understanding of brokerage operations to proactively support evolving business needs
Partners with brokers to drive renewal activity and generate new business opportunities through client referrals
Collaborates on new business strategies, including the development of proposals and presentations for prospective clients
Evaluates account-related risks and ensures compliance with industry regulations and internal policies
Maintains accurate client data in internal systems, produces clear documentation, and adheres to defined guidelines and service standards
Generates performance and portfolio trend reports using data and insights to support broker decision-making and enhance the book of business
Coordinates with internal teams to fulfill contractual obligations, resolves invoicing issues with Premium Accounting, and manages notices of cancellation
Qualification
Required
Minimum of 2-4 years of Property & Casualty experience in the commercial insurance industry
Bachelor's degree required; preferred fields include Business Administration, Sales, or Risk Management. Other related disciplines or equivalent work experience will be considered
Minimum requirements for state Property & Casualty (P&C) and/or surplus lines licenses
Preferred
Certified Insurance Service Representative (CISR)
Commercial Insurance License (CIL)
Benefits
Paid time off for company holidays
Vacation
Sick and personal days
Paid parental leave
Mental health services
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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