Commercial Lines Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Large Regional Insurance Brokerage client in identifying Senior Commercial Lines Account Managers and Commercial Lines Assistant Account Managers in Orange County, CA.

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:

  • Maintain accurate and current detail information in the Sagitta System
  • Maintain electronic files in accordance with agency procedures
  • Review all non-standard certificate orders
  • Advise Account Executive, Producer and/or management of potential problems on accounts
  • Prepare Statements of Values and Summaries of Insurance as well as premium allocations, renewal worksheets, renewal submissions and proposals
  • Market renewal accounts; negotiate terms and conditions with carriers
  • Order, confirm and invoice new and renewal coverage upon receipt of Placement Sheet from Account Executive
  • Oversee policy review for accuracy; instruct Account Assistant as needed
  • Order endorsement changes requested by insured
  • Maintain Expiration Log with current information


  • Bachelor’s Degree preferred
  • Minimum of 3+ years CL experience within a retail broker preferred
  • Outstanding organizational skills
  • Knowledge of AMS360 a plus
  • Proficient in Microsoft Office Suite
  • P&C License require

Comp: $55-100K 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 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

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