Risk and Insurance Management Recruiting
At our Career Center, Insurance Professionals can search our job openings and apply for positions. To submit your resume email it to Gaye Rogan at grogan@rogangroup.com.

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Category Listing

Posted: Friday, November 30, 2018

Employee Benefits Account Manager

Petaluma, CA
Salary: $70,000 - $95,000

Employee Benefits Account Manager-  Petaluma, CA

The Rogan Group, Inc a Risk Management and Insurance Recruiting firm is assisting a California insurance brokerage client in identifying an Employee Benefits Account Manager for their Northern California Office.

Client Profile:

• Founded 1990s

• Privately held- Top 50

• Offices- 9 across the state

• Full Service

• 60 Million in revenue

• Industry Sectors- Construction, Hospitality, Manufacturing, Agriculture

• Top Carriers- Aetna, AIG, Metlife, Cigna

Job Outline:

Develops effective client relationships by:

• Maintaining consistent and continuous communication with assigned clients.

• Providing prompt and courteous service and assistance to clients as needed.

• Meeting or surpassing the customer service expectations of clients in accordance with agency standards and workflows.

• Providing needed information to and resolving issues for clients.

Performs or assists with account administration by:

• Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.

• Maintaining current and accurate customer databases and files.

• Assisting in account processing, installing new policies, ordering client materials

• Assisting client in daily administrative issues, enrollments, claim problems

• Coordinating or conducting open enrollment meetings as needed

• Marketing new business and renewals.

Ensures the accuracy and value of service to clients by:

• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.

• Escalating client issues or advising the Producer on client issues as appropriate.

• Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.

Manages required annual continuing education and renewal of Life-Agent License

Performs other duties as requested by Producers and Benefits Department Manager.


• 5+ years’ experience with employee benefits within a retail broker

• Education – High school diploma required; some college level coursework preferred

• Certification – Life-Agent and/or Fire and Casualty Broker-Agent License.

To discuss this position further, please contact Ben Levin, Recruiting Consultant, Northern CA, The Rogan Group, Inc. 443-394-7046 or blevin@rogangroup.com   The Rogan Group, Inc. – Risk & Insurance Management Recruiting. 

The Rogan Group, Inc. - is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com

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