Account Executive – Financial Niche

The Rogan Group

Risk & Insurance Management Recruiting

Our client, a large regional broker in Northern CA. is seeking an Account Executive for their Financial Niche. The position will have direct client service responsibilities working with a broad range of clients including complex provide company clients and prospects on P&C and Management Liability products.

Client Profile:

  • 8 offices throughout Northern CA and Washington
  • $150M+ in revenue
  • $1.2B Valuation
  • Private Equity Backed
  • “Tech Enabled” Insurance Broker Specializing in 14 industries
  • Voted “Top Places to Work in Bay Area” 2017
  • Stock given to ALL employees

Position Outline:

  • Title: Account Executive – Financial Niche
  • Responsible for managing assigned book of business
  • Manage client relationships
  • Create cross-selling opportunities


  • Minimum of 5 years industry experience specifically with negotiation, placement and presentation of private/tech company
  • Strong understanding of P&C and Management Liability Lines
  • Bachelor’s degree preferred
  • CA P&C License
  • Advanced knowledge of Microsoft Office Products

To discuss this position further, please contact Cooper Allshouse, Recruiter – Northern CA, The Rogan Group, Inc. 443-394-7047 or 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

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