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Ryan Specialty · 6 hours ago

Account Executive

Bellevue, WA

Full-time

Onsite

Mid Level

$70K/yr - $95K/yr

3+ years exp

Ryan Specialty is a company focused on providing innovative insurance solutions. The Account Executive role involves assisting the Broker team with transactions, managing accounts, and ensuring regulatory compliance while collaborating with internal teams and offering strategic insights for client retention.

Financial ServicesInsuranceRisk Management

Comp. & Benefits

Responsibilities

Prepares accounts for 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

Insurance industry experienceP&C licenseCommercial Insurance LicenseCertified Insurance Service RepresentativeClient relationship managementRegulatory complianceData analysisStrategic insights