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.

*Note that all background information is kept strictly confidential.

Category Listing

Posted: Friday, November 30, 2018

Retail Insurance Agency CFO

New York, NY
Salary: $125,000 - $150,000 DOE

Retail Insurance Agency CFO – NYC  

Our client, a regional insurance agency in the New York City Metro area seeks to provide the peace of mind that insurance is designed to provide. Their scope of products includes Property & Casualty, Bonds, Life & Health and Financial Services. The client is now looking to recruit an agency CFO to oversee all accounting and finance functions for the firm. Our client is a fast-paced operation with multiple locations and is expanding rapidly.

Client Profile:

1.  Founded 40+ years ago

2.  Full services broker - CL, EB, PL and Financial Services

3.  Office locations: NYC, Upstate NY, Florida, Texas (and expanding)

4.  Added Value Services: Audit Services, Claims, OSHA, Loss Control and Construction Services/MGA 

5.  Niches: Real Estate, Construction, Healthcare, Hospitality, Life Science/Tech, Energy, Enviro, etc.

6.  Staff - 40+ EE's

7.  Automation – EPIC Agency Management System/QuickBooks – Accounting

Job Outline:

Management of accounting, payroll and finance functions for this full service retail insurance agency. Specific duties may include but are not limited to:

Budgets, quarterly forecasts , financial statements and modeling

Payroll, commissions, premium audit and expense management

Compliance, regulatory , external auditor oversight & strengthening internal controls

Staff management (3 direct accounting reports) and steering committee member

Relationship management (banks, PE firms and 3rd party vendors)

Project management as needed (i.e. automation conversion) 


BA/BS Degree (additional education a plus)  

CPA Designation

10+ years of insurance agency (or agency/carrier) accounting & finance experience

Experience with rapidly expanding agency footprint is a benefit

Solid experience with agency and accounting/finance software

Audit, Tax and Consulting experience (prior experience) is a plus 

Compensation Range: 


•Salary range depends on experience, but target is currently @ $150k and bonus potential  

Our client offers competitive salary and benefits, including: medical/dental/vision plans, life and ancillary plans, 401(K) w/3% match, transit programs and more.


To discuss this position further, please call:

1.Dan Rogan, President, The Rogan Group, Inc. 800-440-0082 or drogan@rogangroup.com


2.Cindy Carr, Northeast Recruiting Manager, 443-394-7045 ccarr@rogangroup.com


The Rogan Group, Inc. - is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California, Illinois, Maryland and Pennsylvania we are able to conduct projects on a Local, Regional & National basis. This work covers both the P&C and L&H sides of the business.


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