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, February 28, 2020

Employee Benefits Consultant

Walnut Creek, CA
Salary: $110,000 - $150,000

Experienced Employee Benefits Consultant -Top National Broker - Walnut Creek Office

Our client, Top 15 National Insurance Broker seeks to locate a proven Employee Benefits Consultant to join their team in its Walnut Creek office. Our client has over $2 Billion in revenue, 40 offices in 21 states and over 1,000 staff members.

They are looking for an Employee Benefits Consultant who is qualified to act as an agent of the producers on assigned accounts and who can direct the work of a service team. They are seeking candidates that have had experience with both self-funded and fully funded plan designs.

The Agency’s focus is middle and upper middle market accounts, 200-3000 lives, with an opportunity to work in specialty industries such as public entity accounts.


• Manages all client required services and maintains client relationship with no input from Producers;

• Manages large market book of business through direction of employees on service team;

• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;

• Acts as direct point of contact for client from time of lead;

• Acts as the lead representative to an assigned book-of-business;

• Participates in team selling process including finalist interviews and RFP responses;

• Prepares and presents to client renewal analysis;

• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;

• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;

• Provides analysis and recommendations concerning client's existing coverages;

• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;

• Receives and responds to client inquiries including benefit and claim questions and issues;

• Reviews client coverage contracts and amendments for accuracy;

• Manages and negotiates third party vendor relationships and contracts on behalf of the client;

• Manages dedicated service team;

• Serves as technical expert, assisting department members to resolve complex issues;

• Creates new client sales opportunities;

• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

• Other duties as assigned.


• Bachelor’s degree or equivalent combination of education and experience

• 10+ years related work experience

• Requires in depth knowledge of underwriting principles and market conditions

• Valid L&H license

• Must continue to meet Continuing Education requirements for license renewal

Salary Range $110K-$150K (DOE) with generous benefits and employee programs is offered.

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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