Benefits Account Coordinator

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance brokerage client in identifying a Benefits Account Coordinator. Our client has three offices in Southern California and has been named on the “Best Places to Work” list for Los Angeles and Orange County, CA.

Client Profile:

  • Founded –1940’s
  • Complete P&C services, employee benefits, loss control, healthcare management, etc.
  • 35M in revenue in West Region
  • 3 offices and 175 EE’s
  • Niches: Auto Dealers, Construction, Food & Beverage, Hospitality, Manufacturing & Real Estate
  • Top 100 national broker, and top broker by revenue in Los Angeles and Orange County, CA

Position Outline:

  • Provide support to the account managers and Account Executives
  • Prepare materials required for meetings and presentations
  • Request or obtain Census from client or benefits enrollment system
  • Develop Renewal Request emails for Account Manager(s) or Account Executives to review
  • Support in RFP Preparation and carrier follow-up
  • Prepare materials required for formal client presentations using appropriate templates
  • Assist in reviewing the Spreadsheet of Carrier Proposals
  • Conduct Peer Review of Presentations
  • Draft Final Sold Confirmations & Carrier Termination Notices
  • Collaborate with Account Managers for the implementation of new carriers and new plans


  • Bachelor’s Degree preferred
  • Minimum of 1.5+ years EB experience within a retail broker preferred
  • outstanding organizational skills
  • Proficient in Microsoft Office Suite
  • L&H License require

Comp: $52K to $65K DOE

To discuss this position further, please contact Matt Grossman at or call (443) 394-6009.

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland 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. To review all of our insurance job openings, please visit our website at

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