Commercial Lines AE and AM (Real Estate Niche)

The Rogan Group

Risk & Insurance Management Recruiting

Our client part of a Top 20 National Broker is seeking both a Commercial Lines Account Executive and Account Manager with Real Estate niche focus for Large Account Book. Open to Hybrid work schedule in Walnut Creek, CA office.

About Company:

  • Independent Agency Established in 1929
  • Acquired by a Top 20 National Broker in 2020
  • HQ – Walnut Creek, CA
  • Local office approx. 45 EE

Qualifications:

  • Account Executive:
    • 7+ years commercial lines experience with a retail broker
    • 3+ years Real Estate, Property or related account experience
    • Applied (EPIC) system experience a plus
    • Proficient with Microsoft office
    • P&C license
    • Additional Insurance Designations a plus
    • Bachelor’s degree required or equivalent training and education
    • Salary: $120-200k Depending on Experience
    • Hybrid work schedule with the ability to come into Walnut Creek Office
  • Account Manager:
    • 3+ years commercial lines experience with a retail broker
    • 2+ years Real Estate, Property or related account experience
    • Applied (EPIC) system experience a plus
    • Proficient with Microsoft office
    • P&C license
    • Additional Insurance Designations a plus
    • Bachelor’s degree required or equivalent training and education
    • Salary: $90-$130k Depending on Experience
    • Hybrid work schedule with the ability to come into Walnut Creek Office

For additional information contact Cooper Allshouse, callshouse@rogangroup.com or call 443-394-7047.

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 www.rogangroup.com.

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