Ryan Specialty

Accounting Manager

• Assists in the management and analysis of premium-related financial transactions and compiles relevant coverage and financial documents.
• Generates premium invoices for policyholders based on policy terms and coverage and ensures accuracy in premium calculations and adherence to underwriting guidelines.
• Receives premium payments from policyholders, generates reports on premium collections, outstanding balances, aging receivables and follows up on overdue accounts.
• Maintains accurate and up-to-date records of policyholder information, premiums, and payments in the company's database or management system.
• Supports the team to review records and client data in systems and handles inquiries from policyholders regarding premium invoices and billing discrepancies.
• Reconciles premium payments received from policyholders with the policy records in the company's database to ensure accuracy and identifies any discrepancies.
• Identifies and investigates discrepancies or irregularities in premium accounting records and takes appropriate corrective actions.
• Carries out administrative tasks such as data entry, policy issuance, and modifies policy information while ensuring alignment with industry standards and regulations.
• Identifies opportunities to improve efficiency and effectiveness in premium accounting processes, such as automation, system enhancements, or workflow optimizations.
• Assists with internal and external audits by providing documentation, reconciliations, and explanations related to premium accounting activities.

Accounting Coordinator

• Assists in the management and analysis of premium-related financial transactions and compiles relevant coverage and financial documents
• Generates premium invoices for policyholders based on policy terms and coverage and ensures accuracy in premium calculations and adherence to underwriting guidelines
• Receives premium payments from policyholders, generates reports on premium collections, outstanding balances, aging receivables and follows up on overdue accounts
• Maintains accurate and up-to-date records of policyholder information, premiums, and payments in the company's database or management system
• Supports the team to review records and client data in systems and handles inquiries from policyholders regarding premium invoices and billing discrepancies
• Reconciles premium payments received from policyholders with the policy records in the company's database to ensure accuracy and identifies any discrepancies
• Identifies and investigates discrepancies or irregularities in premium accounting records and take appropriate corrective actions
• Carries out administrative tasks such as data entry, policy issuance, and modifies policy information while ensuring alignment with industry standards and regulations
• Identifies opportunities to improve efficiency and effectiveness in premium accounting processes, such as automation, system enhancements, or workflow optimizations
• Assists with internal and external audits by providing documentation, reconciliations, and explanations related to premium accounting activities

Premium Accounting Coordinator

Call Center Representative

• Provide high-quality customer service to all internal and external customers via our call center.
• Independently resolve customer inquiries timely and accurately while building and maintaining strong relationships with all customer groups.
• Complete processes and maintain appropriate records according to all relevant standard operating procedures and internal controls.
• Identify trends and propose process and system improvements.
• Support the ASR Supervisor, Team Lead, Premium Accounting associates, and other functional teams with service issues and perform other tasks or projects, as needed.

Call Center Premium Accounting Coordinator

• Assists in the management and analysis of premium-related financial transactions and compiles relevant coverage and financial documents.
• Generates premium invoices for policyholders based on policy terms and coverage and ensures accuracy in premium calculations and adherence to underwriting guidelines.
• Receives premium payments from policyholders, generates reports on premium collections, outstanding balances, aging receivables and follows up on overdue accounts.
• Maintains accurate and up-to-date records of policyholder information, premiums, and payments in the company's database or management system.
• Supports the team to review records and client data in systems and handles inquiries from policyholders regarding premium invoices and billing discrepancies.
• Reconciles premium payments received from policyholders with the policy records in the company's database to ensure accuracy and identifies any discrepancies.
• Identifies and investigates discrepancies or irregularities in premium accounting records and take appropriate corrective actions.
• Carries out administrative tasks such as data entry, policy issuance, and modifies policy information while ensuring alignment with industry standards and regulations.
• Identifies opportunities to improve efficiency and effectiveness in premium accounting processes, such as automation, system enhancements, or workflow optimizations.
• Assists with internal and external audits by providing documentation, reconciliations, and explanations related to premium accounting activities.

Chief Operating Officer

• Responsible for developing the vision, strategy, and capabilities needed to enable and support revenue growth.
• Drive operational excellence and mitigate risks across the enterprise.
• Support RT leadership in developing the strategy and a business plan.
• Establish investment priorities considering financial and people constraints.
• Provide options and recommendations to Ryan Specialty and RT leaders.
• Create and maintain the commercialization of the Ryan Exchange.
• Help leadership evaluate the appropriate carriers, agents, and government bodies to onboard.
• Develop execution roadmaps focused on driving growth and annual productivity improvements.
• Establish and maintain the AI and automation roadmap supporting internal and digital external automation.
• Collaborate with other Ryan Specialty business units on the AI journey.
• Establish regular business and operations reviews to monitor progress and address escalated issues.
• Establish target business and operational objectives and model for the Ryan Exchange.
• Design and lead all carrier interactions and onboarding to the Ryan Exchange.
• Develop and manage the onboarding process for carriers/markets.
• Liaise with Corporate functions to keep the Ryan Exchange fully functional.
• Ensure adequate BCDR plans are implemented for continuity of operations.
• Drive ongoing improvement planning and execution.
• Create, oversee and manage the Ryan Exchange cost center P&L.

Operations

• Assist in executing and coordinating day-to-day brokerage operations
• Coordinate with the broker to prepare documents, cover letters, etc.
• Administer and update client information in required systems
• Perform customer service functions by answering broker requests
• Contribute to preparation of compliance reports and collaborate across teams
• Identify and mitigate operational risks

New Grad – Broker or Underwriter Operations Coordinator

• Assists in executing and coordinating day-to-day brokerage operations
• Coordinates with the broker to prepare documents, cover letters, etc.
• Administers and updates new and current client information in all required systems accurately
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation
• Performs customer service functions by answering broker requests and questions
• Contributes to the preparation of compliance reports related to brokerage operations
• Adheres to regulatory requirements and internal policies
• Assists in identifying and mitigating operational risks

Accounting Coordinator

Premium Accounting Coordinator

Call Center Premium Accounting Coordinator

Premium Accounting Coordinator

Chief Operating Officer

New Grad – Broker or Underwriter Operations Coordinator

New Grad – Broker/Underwriter Operations Coordinator