Account Executive - Brokerage Operations

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.

Position Summary

The Account Executive provides account management and operational support to a growing wholesale brokerage team. This role works closely with the Broker to manage new business and renewal activity, prepare accurate market submissions, maintain account documentation, analyze portfolio information, and help ensure the team delivers consistent, responsive service.

The ideal candidate is analytical, highly detail-oriented, comfortable working with numbers, and confident using Excel to organize information and identify insights. The Account Executive will also have opportunities to evaluate how technology and AI-enabled tools can improve workflows, reporting, and overall team efficiency.

This position is well suited for someone interested in building a long-term career in account management and brokerage operations. The role is not primarily focused on generating new business or developing into a producer. Over time, the Account Executive is expected to become a trusted operational partner to the Broker, helping manage the existing book of business, support client retention, and strengthen the team’s day-to-day processes.

This position is based in the Chicago office five days per week.

What will your job entail?

• Support the Broker throughout the new business and renewal lifecycle, including gathering account information, preparing submissions, reviewing quotes, and coordinating next steps.
• Proactively manage renewal timelines and help ensure accounts progress accurately and efficiently through each stage of the process.
• Prepare market submissions, quote comparisons, coverage summaries, proposals, and other materials for agents and clients.
• Review policy documents, binders, endorsements, invoices, and account records for accuracy and completeness.
• Maintain accurate and timely account information within internal systems and ensure documentation meets quality, service, and compliance standards.
• Use Excel and other tools to organize account data, analyze portfolio trends, monitor performance, and identify items requiring follow-up.
• Produce reports and provide the Broker with meaningful insights regarding renewals, retention, account activity, and the overall book of business.
• Identify opportunities to improve workflows, reporting, documentation, and team efficiency through technology and AI-enabled tools.
• Coordinate with internal partners, including Premium Accounting and other service teams, to resolve invoicing issues, notices of cancellation, documentation gaps, and related account matters.
• Build effective relationships with carrier, agent, and internal partners while developing an understanding of wholesale brokerage operations.
• Help the team meet contractual, regulatory, and internal policy requirements.
• Support client retention through accurate execution, proactive follow-up, and dependable service.
• Gradually take on broader responsibility for the operational management of the team and its book of business.
• Participate in client-facing activities as experience and business needs develop, although external travel and business development are not primary expectations of the role.

What We’re Looking For

• Strong attention to detail and a consistent commitment to accuracy.
• Analytical mindset with the ability to organize information, work comfortably with numbers, and recognize patterns or discrepancies.
• Proficiency in Microsoft Excel, including the ability to organize, review, and analyze account data.
• Interest in using technology and AI-enabled tools to improve processes and solve practical business problems.
• Ability to manage multiple priorities, deadlines, and account activities in a fast-paced environment.
• Dependable and team-oriented approach, with an interest in becoming a trusted operational partner.
• Clear written and verbal communication skills.
• Interest in developing a long-term career in account management, client service, or brokerage operations.
• Ability and willingness to work from the Chicago office five days per week.

Experience

• One or more years of insurance, account management, operations, financial services, or other relevant professional experience preferred.
• Property and casualty insurance experience is preferred.
• Familiarity with wholesale insurance, brokerage operations, or the excess and surplus lines market is helpful but not required.
• Recent graduates with strong analytical skills, relevant coursework, or internship experience may also be considered.
• Deep insurance expertise is not required. Candidates with strong transferable skills and an interest in learning the wholesale insurance business are encouraged to apply.

Education

• Bachelor’s degree in Business Administration, Risk Management and Insurance, Finance, Economics, Data Analytics, or a related field preferred.
• An equivalent combination of education and relevant professional experience may be considered.

Licenses and Certifications

• Ability to meet applicable state property and casualty and surplus lines licensing requirements.
• Certified Insurance Service Representative, Commercial Insurance License, or similar industry designation preferred but not required.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target salary range for this position is $64,000.00 - $80,000.00 annually.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [email protected]

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.