Account Executive – Private Equity and Due Diligence

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage client with identifying an Account Executive who would support a Private Equity book and handle normal service responsibilities as well as Due Diligence reports. They are looking for someone with transactional experience that can really hit the ground running!

Client Profile :

  • Founded in 1939
  • Top Five National Brokerage
  • This unit is a national resource for all PE clients and Due Diligence
  • 300+ locations and 8,000 employees
  • Full-Service Brokerage
  • Voted as best place to work multiple years in a row

Position Outline:

  • Locations: NYC or Atlanta
  • Report directly to the Practice leaders for the unit
  • Manager the workflow of assigned book
  • Daily service and marketing
  • Responsible for all facets of day-to-day client servicing
  • Work with Private Equity Firms
  • Preparation and delivery of stewardship reports
  • Provide recommendations for insurance program improvements
  • Facilitate renewal strategy meeting with client
  • Facilitate client renewal strategy meeting with underwriter(s)
  • Prepare proposals and make presentations to clients
  • Collaborate with originators in establishing relationships, converting due diligence targets to ongoing clients and helping to develop opportunities

Qualifications Client Executive:

  • 5+ years of experience as a Commercial Account Manager within a retail brokerage
  • 3+ Years Due Diligence and PE experience
  • P&C License required
  • CPCU, ARM, CIC or CISR designations a plus
  • Bachelor’s degree or the equivalent combination of education and experience
  • Excellent software skills
  • Ability to self-manage
  • Entrepreneurial Spirit
  • Team Player

Salary: depending on experience

To discuss this position further, please contact Hannah Rogan at or 4433661209

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With our headquarters in Maryland and remote recruiters around the country we are able to 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 Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business.

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