Client Executive – PE/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 in identifying a Client Executive who would support a Private Equity book and handle normal service responsibilities as well as Due Diligence reports. Our client is open to training a strong up and comer with P&C experience.

Client Profile :

  • Founded 1975
  • 50+M in revenue, offices in IL and CO
  • Full-service firm – EB, P&C and Wealth Management
  • Office close-knit, family culture
  • National resources, with a regional feel

Position Outline:

  • Locations: Can be Remote and sit anywhere in the country 
  • Manager the workflow of assigned book
  • Account Rounding
  • Daily service and marketing
  • Responsible for all facets of day-to-day client servicing
  • 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)
  • Support RFP, Due Diligence and all sales activity, the level of complexity of due diligence projects will vary based an AE’s level of experience

Qualifications Client Executive:

  • 1 – 5 years of experience as a Commercial Account Manager within a retail brokerage
  • Any Due Diligence and PE experience is a plus 
  • P&C License required
  • CPCU, ARM, CIC or CISR designations a plus
  • Bachelor’s degree or the equivalent combination of education and experience
  • EPIC experience is a plus 
  • 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 hrogan@rogangroup.com 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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