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Account Executive

4 months ago

Phoenix, United States Ryan Specialty Full time
Position Summary:

Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Essential Functions:

  • May assist with inputting and updating current client information in all required systems.
  • Communicates with retail agency personnel and underwriters to ensure accurate account information.
  • Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker.
  • Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy.
  • May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
  • Resolves invoicing issues with Premium Accounting.
  • Communicates with Premium Accounting regarding notices of cancellation.
  • Helps to ensure claim notifications are sent to the claims department.
  • Perform basic office duties; filing/copying/printing documents/maintaining files
  • Prepare reports, submissions. Cover letters and reviews policy for accuracy.
  • Other relevant duties as assigned.
Education/Experience/Skills:
  • 3+ years of relevant experience in a commercial insurance brokerage or underwriting environment.
  • Wholesale or retail agency/brokerage experience preferred.
  • Associate's degree or higher preferred.
  • Must be able to pass state exam and obtain insurance license, if required.
  • Demonstrated understanding of insurance products and services.
  • Ability to manage workload with minimal supervision.
  • Critical attention to details.
  • Proficiency in Microsoft Office.


Disclaimer

Ryan Specialty is an Equal Opportunity Employer.