Senior Brokerage Assistant, Wholesale ProExec

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 We're looking for a seasoned ProExec Senior Brokerage Assistant to join one of our top performing teams! The Account Executive plays a critical role in delivering exceptional client service and supporting the growth and retention of a specialized portfolio of business. Partnering closely with Brokers, carriers, clients, and internal stakeholders, this individual helps drive new business opportunities, execute renewal strategies, and ensure seamless account management throughout the policy lifecycle. The role combines strong technical insurance knowledge, operational excellence, and relationship management skills to support client success and business growth. The Account Executive is responsible for assisting the Broker team in executing new business and renewal strategies, managing accounts, and navigating regulatory compliance requirements. This role collaborates closely with internal and external stakeholders, maintains awareness of market trends, and provides strategic insights to support client retention and portfolio growth. Responsibilities include preparing and coordinating submissions, reviewing policy documents, endorsements, and invoices for accuracy, supporting proposal development, and managing critical client service activities. The Account Executive also helps identify trends within the book of business, proactively addresses account needs, and partners with brokers to deliver exceptional service and value to clients. Location: This role is a hybrid position out of our La Jolla office (7911 Herschel Ave 4th Floor La Jolla, CA 92037) What will your job entail? Supports new business and renewal activities, including account preparation, renewal reviews, and client retention initiatives. Prepares and reviews submissions, proposals, policies, endorsements, invoices, and other client-facing documents to ensure accuracy and completeness. Partners closely with brokers to execute account strategies, support business development efforts, and deliver exceptional client service. Builds and maintains strong relationships with clients, carriers, brokers, and internal stakeholders. Analyzes account activity and portfolio trends to identify risks, opportunities, and insights that support client retention and business growth. Ensures compliance with regulatory requirements, carrier guidelines, and internal policies while maintaining accurate account documentation. Maintains client and policy data in internal systems and ensures servicing activities are completed in accordance with established quality standards. Collaborates with Accounting, Compliance, Operations, and other internal teams to resolve invoicing, cancellation, and servicing-related matters. Assists in the development of proposals, presentations, and other materials that support new business and renewal opportunities. Manages accounts throughout the policy lifecycle, ensuring timely execution of deliverables and a high level of responsiveness. Work Experience & Qualifications: Active Property and Casualty License required Minimum of 3 years of commercial insurance industry experience required. 5+ years of experience supporting Cyber Liability, Errors & Omissions (E&O), Executive Risk, Professional Liability, or related commercial lines strongly preferred. Experience managing accounts through the full insurance lifecycle, including submissions, renewals, policy administration, documentation review, and client service activities. Experience working within an insurance brokerage environment supporting complex commercial accounts preferred- wholesale highly preferred Strong knowledge of Cyber Liability, E&O, Executive Risk, and related commercial insurance products. Excellent organizational, analytical, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment. Ability to analyze information, identify trends, and provide insights that contribute to client retention and business growth. Strong written and verbal communication skills with the ability to develop trusted relationships with clients, carriers, brokers, and internal partners. 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 hourly rate range for this position is $23.00 - $28.85 per hour. 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 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 View email address on click.appcast.io 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. A multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, Ryan Specialty is home to some of the brightest talent in the insurance industry. Join our team and help provide innovative solutions for insurance brokers, agents and carriers. Talent Network Not seeing the right job opening? To learn more about future opportunities Introduce yourself and join our talent network Benefits Curious about Ryan Specialty’s benefits? Explore our employee benefits here! Ryan Specialty, LLC and its affiliates (“Ryan Specialty”) do not accept unsolicited resumes or candidate profiles submitted by any staffing agencies, placement services or professional recruiters (“Agencies”), including any submissions made through our website or to email accounts of Ryan Specialty employees. Agencies must be registered in Ryan Specialty’s agency portal and have a fully executed contract for service between Ryan Specialty and the Agency. Agency fee agreements will only be valid if provided in such fully executed contract between Ryan Specialty and the Agency. Any unsolicited resume or candidate profile received from an Agency without prior approval from Ryan Specialty’s HR department and in compliance with Ryan Specialty’s candidate submission process shall be considered unsolicited, gratuitous and property of Ryan Specialty for recruiting purposes and, as such, is not subject to payment of any Agency fees.