Client Executive Openings

The Rogan Group

Risk & Insurance Management Recruiting

Our client, a Top National Insurance Broker with multiple offices in the Mid-Atlantic area, has openings for a Client Executive in their Baltimore County office, for both the Small CL and Management Liability Units. Our client is offering a top compensation package to include salary, bonus, 401k, profit share , benefits and more.

Client Profile –

  • 100+ Years in Business/Top 100 National Retail Broker
  • PE Backed, 250+ staff members
  • Locations in MD, DC, PA and VA
  • Niches in Real Estate, Education, Construction, Professional Services, Health Care, Financial Institutions
  • EPIC Agency Management System

Openings:1. Client Executive – Small CL Unit2. Client Executive – Management Liability (D&O) UnitDuties:

  • Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
  • Collaborates with Sales & Business Development to support the achievement of defined new business, retention and growth goals.
  • Ensures all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.
  • Works closely and supports agency relationships with appropriate client contacts at all levels.
  • Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance stand

Qualifications:

  • Minimum of 3 to 5 years’ retail insurance agency experience in CL or Management Liability, client facing, handling accounts over $20k Rev
  • BA or work equivalent
  • EPIC Agency Management System required (MS Office Products desired)
  • P&C License required

Our client offers a strong Benefits package, Profit Sharing, 401k, Life, LTD/STD, Vision, Dental, and more. Their expertise and concentration is industry specific with strong team collaboration….many possess over 25+ tenure with their organization! Our client is a strong proponent of work/life balance, thus allow for some telecommute/remote work, offer company morale boosters and much more!

To discuss this opportunity at length, please direct confidential inquiries to: Ryan Rogan, Insurance Recruiter, The Rogan Group, Inc. at 443-913-6397 or rrogan@rogangroup.com

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