Marketing/Placement Specialist (Private Client/HNW)

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. – a Risk & Insurance Management Recruiting Firm is assisting a Top 10 National Broker seeking to add a Client Service Manager for their Private Client unit in their Westchester County Office. 

Client Profile:

  • Top 5 Largest U.S. Broker
  • Full-Service Broker: P&C, EB, Financial Services, Wholesale, TPA
  • International Offices
  • Niches: Automotive, Aviation, Construction, Energy, Entertainment, Equity Advisors, Food & Agribusiness, Healthcare, Higher Education, Hospitality, Law Firms, Life Sciences, Marine, Public Sector, Real Estate, Religious & Nonprofit, Tech & Telecomm, Transportation, manufacturing
  • Community Oriented, committed to career development, work life balance

Position Outline:

  • Title : Account Manager (Private Client/HNW)
  • Location : Westchester County (can start as remote but will more to Hybrid in the future)
  • Daily service of book
  • Marketing/placement of new and renewal business
  • Conduct periodic audits to ensure your compliance to standards and service level.
  • Maintain accurate client and policy data and documents

Requirements:

  • 1.5+ years of commercial lines experience
  • Data driven and highly analytical
  • Valid P&C license
  • Technically strong
  • Bachelor’s degree or work experience equivalent
  • Insurance designations a plus

Salary: Based on Experience 

For more information contact Cindy Carr, ccarr@rogangroup.com or call (410) 707-8107.

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. To review all of our insurance job openings, please visit our website at www.rogangroup.com 

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