Account Executive, Brokerage Operations

Ryan Specialty • Madison, IL

2d • $64,000 - $80,000 • 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 on new business and renewal activity, market submissions, account documentation, portfolio analysis, and consistent client service. The role is based in the Chicago office five days per week.

This position is suited to an analytical, detail-oriented person who is comfortable working with numbers and using Excel to organize information and identify insights. The Account Executive may also evaluate technology and AI-enabled tools to improve workflows, reporting, and team efficiency. The role focuses on account management and brokerage operations rather than generating new business or becoming a producer. Over time, the Account Executive is expected to become a trusted operational partner to the Broker, help manage the existing book of business, support client retention, and strengthen daily processes.

Requirements

• Strong attention to detail and 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 organizing, reviewing, and analyzing account data.
• 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.
• Property and casualty insurance experience.
• Familiarity with wholesale insurance, brokerage operations, or the excess and surplus lines market.
• Recent graduate with strong analytical skills, relevant coursework, or internship experience.
• Bachelor’s degree in Business Administration, Risk Management and Insurance, Finance, Economics, Data Analytics, or a related field.
• Certified Insurance Service Representative, Commercial Insurance License, or similar industry designation.
• Interest in using technology and AI-enabled tools to improve processes and solve practical business problems.

Responsibilities

• Support the Broker throughout the new business and renewal lifecycle by gathering account information, preparing submissions, reviewing quotes, and coordinating next steps.
• Manage renewal timelines and help ensure accounts progress accurately and efficiently through each stage.
• 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 in 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 about 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 Premium Accounting and other internal 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; external travel and business development are not primary expectations.

Benefits

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

What This Job Offers

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