Account Executive, Brokerage Operations

Ryan Specialty • Chicago, IL

1d • Onsite

About The Position

RT Specialty, a division of Ryan Specialty, is a wholesale distributor of specialty insurance products and services. The Account Executive provides account management and operational support to a wholesale brokerage team, working closely with a Broker to manage new business and renewal activity, prepare market submissions, maintain account documentation, analyze portfolio information, and support consistent, responsive service. The role is suited to an analytical, detail-oriented person who is comfortable working with numbers and using Excel to organize information and identify insights. It also offers opportunities to evaluate technology and AI-enabled tools for improving workflows, reporting, and team efficiency.

The role is focused on account management and brokerage operations rather than primarily 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 day-to-day processes. The position is based in the Chicago office five days per week. External travel and business development are not primary expectations, though client-facing activities may develop with experience and business needs.

A bachelor’s degree in Business Administration, Risk Management and Insurance, Finance, Economics, Data Analytics, or a related field is preferred. An equivalent combination of education and relevant professional experience may be considered. One or more years of insurance, account management, operations, financial services, or other relevant professional experience is preferred. Recent graduates with strong analytical skills, relevant coursework, or internship experience may also be considered. Deep insurance expertise is not required. The candidate must be able to meet applicable state property and casualty and surplus lines licensing requirements.

Requirements

• Strong attention to detail and a consistent commitment to accuracy.
• Analytical mindset and 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, team-oriented approach and 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.
• Ability to meet applicable state property and casualty and surplus lines licensing requirements.

Nice To Haves

• One or more years of insurance, account management, operations, financial services, or other relevant professional experience preferred.
• Property and casualty insurance experience 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 be considered.
• Bachelor’s degree in Business Administration, Risk Management and Insurance, Finance, Economics, Data Analytics, or a related field preferred; equivalent education and relevant professional experience may be considered.
• Certified Insurance Service Representative, Commercial Insurance License, or similar industry designation preferred but not required.

Responsibilities

• Support the Broker throughout the new business and renewal lifecycle by 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 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 operational management of the team and its book of business.
• Participate in client-facing activities as experience and business needs develop.

Benefits

• Paid time off for company holidays, vacation, sick and personal days.
• Paid parental leave.
• Mental health services.
• Full-time roles are eligible for bonuses and benefits.
• Comprehensive benefits package intended to support employees’ and family members’ physical, financial, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level