Account Executive

Myron Steves Tampa , FL 33602

Posted 2 months ago

Account Executive

JOB SNAPSHOT:

Employee Type: Full-Time

Location:

Tampa, FL, US, 33625

Job Type: Administrative

Secondary Location:

Years of Experience:

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 Group is an Equal Opportunity Employer

Nearest Major Market: Tampa

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Account Executive

Myron Steves