Account Executive Job Phoenix area,Arizona USA,Insurance

Join to apply for the Account Executive role at RT Specialty

RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our Phoenix Casualty team is searching for a new Account Executive/Inside Broker!

Position Summary

The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices, and other client service activities.

Job 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 data in internal systems, creates documentation, and performs functions as per guidelines while meeting quality standards.

Generates reports on performance and other metrics, leveraging data to inform the broker on portfolio trends and enhance the book of business.

Collaborates with internal teams to meet contractual obligations, resolves invoicing issues, and communicates notices of cancellation.

Work Experience

Minimum of 1 year of experience in the Insurance industry with a Bachelor’s degree.

Education

Bachelor’s degree required;
Business Administration, Sales, and Risk Management preferred. Other related disciplines or equivalent work experience may be considered.

Licenses and Certifications

Minimum requirements for state P&C and/or surplus line licenses.
Preferred:
Certified Insurance Service Representative (CISR), Commercial Insurance License (CIL).

Ryan Specialty is an Equal Opportunity Employer committed to diversity and inclusion. We support our employees with comprehensive benefits, including paid time off, parental leave, mental health services, and more. The target salary range is $80,000 - $100,000 annually, with bonuses and benefits. For more details, visit our benefits page.

We provide reasonable accommodations for individuals with disabilities during the application and employment process. Please contact us at to request accommodations.

This description is intended to outline the general requirements and is not exhaustive. Management may assign additional duties as needed.

Additional Information

Seniority level:
Entry level
Employment type:

Full-time
Job function:
Sales and Business Development
Industry: Insurance

Referrals increase your chances of interviewing at RT Specialty. Apply BELOW


Increase/decrease your Search Radius (miles)



Job Posting Language