Lead Account Executive

Position Summary

The Lead Account Executive The ideal candidate has a strong insurance background and excellent management skills and is seeking a career in a rapidly expanding company that provides targeted capital investments in talent and companies. The Underwriting Team Lead will be responsible for managing the personnel and activities of one of our policy operations teams and driving continual process improvement and innovation.

Additionally, they will make appropriate underwriting determinations for the applicable product, and utilize their deep insurance knowledge to provide proper education/training to their team of Underwriting Assistants.

What will your job entail?

• Manage the high volume, fast-paced workflow for the assigned team or line of business, with willingness to expand into other lines of business as they become available.
• Monitor productivity volume, service standards and accuracy for their staff and the business that they support.
• Assist in driving process improvement and innovation efforts to continually improve our services for the businesses that we support.
• Coordinate with upper management on high priority tasks with integrity and efficiency.
• Provides direction and support for complicated tasks and requests.
• Communicate effectively with management, underwriters, and brokers to secure the information necessary to accurately process the business.
• Provide timely and efficient service to all internal and external customers, including underwriters and brokers.
• Mentor staff and drive performance management and staff development efforts, including vast training to underwriting team on both insurance-related and process-driven topics.
• Create and distribute routine and ad-hoc reports as assigned.
• Participate in or handle special projects, as needed.
• Collaborates with resources across the organization to pursue continual process optimization.
• Utilize communication and interpersonal skills via phone and email to answer multitudes of questions, market the product and build strong relationships with broker partners to continually build upon the program.

Work Experience and Educatio n

• Bachelor of Arts or Bachelor of Science degree preferred.
• 5+ years of experience in an operations environment, insurance experience and experience with business systems and applications preferred. Commercial insurance experience required
• Strong knowledge of the Property & Casualty insurance industry as well as insurance terminology and the commercial insurance policy lifecycle.
• Intermediate to advanced MS Office Excel and Word skills required.
• Experience managing staff and workflow in a fast-paced business environment.
• Excellent verbal and written communication skills.
• Attention to detail, accuracy, and data integrity.
• Strong organizational and time management skills.
• Ability to maintain standards of quality and quantity of output as established by management.
• Desire and drive to foster teamwork in a collaborative environment.
• Ability to work well within a team and to continually learn in a fast-paced environment.

Licenses & Certifications

• Chartered Property Casualty Underwriter (CPCU), Associate in Commercial Underwriting (ACU), Associate in Personal Insurance (API), Registered Professional Liability Underwriter (RPLU), or Property & Casualty producer license is preferred

Technical/Functional Skills

• Risk Assessment
• Regulatory Compliance
• Underwriting Software
• Financial Analysis
• Data Interpretation
• Performance Management
• Policy Formulation

Behavioral Skills

• Effective Communication
• Leadership
• Problem-Solving
• Time Management
• Attention to Detail
• Collaboration

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. 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 $100,000.00 - $125,000.00 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.

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.