Commercial Lines Account Executive

The Rogan Group

Risk & Insurance Management Recruiting

Commercial Lines Account Executive – San Francisco, CA.

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a regional insurance brokerage client in identifying a CL Account Executive to join their growing agency. Our client’s leadership has a three generational history in San Francisco area which brings an unmatched reputation and expertise in Risk Management and Insurance Services. Candidates will benefit from this long respected history together with the newest in technology support systems.

Client Profile:

  • Founded 2012 – (re-establishment of family brokerage with 50 year history )
  • 12M revenue and growing
  • Privately held and backed by two large Family Foundations
  • Full service brokerage firm – CL, PL and EB
  • Focus – construction, non-profit/social services, real estate, VIP personal lines and EB
  • Staff – 60+ EE’s (many from regional and national brokers)
  • Added Value Services – Risk Management, Loss Control, Claims, Surety and Analytics

Position Outline:

  • Title: Commercial Lines Account Executive
  • Location: San Francisco or Walnut Creek (post Covid would be in the office part time and remote part time)
  • Duties:
    • Daily service of $800k revenue book
    • Average account size $10k+
    • Marketing/placement as needed
    • Client facing – direct client contact
  • Niches: Real estate, non-profits, general business
  • Agency Management System: Applied EPIC
  • Compensation: $100-150k + bonus potential

To discuss this position further, please contact Matt Grossman, Sr. Consultant (Western Territory) – The Rogan Group, Inc. 443-394-6009 or The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

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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