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[Remote] Account Executive, Wholesale Casualty

Remote · Portugal Full-time

Note: The job is a remote job and is open to candidates in USA. Ryan Specialty is a middle-market insurance brokerage team that specializes in real estate–driven accounts and various commercial industries. The Account Executive is responsible for managing the day-to-day servicing and renewal lifecycle of client accounts, including policy submissions, renewals, endorsements, and client support.

Responsibilities

  • Manage the renewal lifecycle of commercial insurance accounts
  • Support account submissions, renewals, and policy servicing
  • Issue insurance policies, binders, and endorsements
  • Maintain accurate policy documentation and client account records
  • Provide day-to-day customer service and account support
  • Communicate with insurance carriers and underwriters
  • Support brokers with submissions and market communications
  • Coordinate with internal teams to ensure accurate coverage placement
  • Review insurance policies and documentation for accuracy and completeness
  • Process endorsements, binders, and policy updates
  • Assist with coverage analysis and renewal preparation
  • Utilize insurance brokerage systems such as Titan
  • Maintain client and policy records within agency management systems
  • Use Excel for reporting, tracking, and data analysis
  • Apply formulas and data tools to manage account information efficiently
  • Work closely with brokers and senior team members on account servicing
  • Participate in hands-on training with senior leadership and internal training programs
  • Support team initiatives to improve operational efficiency and client service

Skills

  • Minimum 1+ years of professional experience in commercial insurance
  • Experience managing client accounts, financial data, or complex documentation
  • Experience with policy administration, renewals, or underwriting support
  • Strong proficiency in Microsoft Excel, including formulas and data management
  • Strong attention to detail and organizational skills
  • Ability to manage multiple client accounts and deadlines within a very fast paced environment
  • Property & Casualty (P&C) License required for consideration
  • Experience in the wholesale insurance industry and within various markets
  • Familiarity with insurance agency management systems or brokerage platforms, ImageRight and AIM a major plus
  • Experience working with middle market commercial clients
  • Bachelor's degree in Business, Finance, Accounting, or Risk Management

Benefits

  • Paid time off for company holidays, vacation, sick and personal days
  • Paid parental leave
  • Mental health services
  • Bonuses and benefits

Company Overview

  • Ryan Specialty is an insurance firm that provides solutions for brokers, agents, and insurance carriers. It was founded in 2010, and is headquartered in Chicago, Illinois, USA, with a workforce of 5001-10000 employees. Its website is https://ryanspecialty.com.
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