Director of Partner Integration & Onboarding

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top 50 National Insurance Broker seeking to recruit a Director of Partner Integration & Onboarding for acquisitions to its team in CA (or the Western US). This is an IPO positioned firm looking to add to its senior leadership team and is an equity opportunity.

Client Profile:

  • Founded: 1980’s
  • Full Service Insurance Broker: CL, EB, and VIP PL
  • $130M revenue
  • HQ: CA with satellite locations in CA, FL, NY, NJ, PA, and growing
  • Niches: Auto Dealers, Construction, Healthcare, Non-profits, Transportation, and General CL
  • Awards: Best Places to Work, Top 100 U.S. Insurance Broker, Fastest Growing Private Insurance Broker, etc.
  • Pre-IPO Stage (Leadership Board stems from Top 5 National Brokers)

Position Outline:

  • Title: Director of Partner Integration & Onboarding
  • Duties:
    • Lead all integration processes
    • Partner with division leaders to execute integration tasks
    • Create and drive scalable practices
    • Work directly with new agency partners
    • Have an operational and business focus
    • Lead relevant projects

Reasons to consider:

  • Energetic and collaborative culture
  • Pre IPO company
  • CIO leadership role
  • Established $130M revenue organization
  • Market compensation (doe) + short term bonus + equity


  • Proven experience as an acquisitions manager or similar role
  • Excellent knowledge of M&A Due Diligence
  • Experience in insurance, financial, or professional service industries
  • Experience in a high-growth culture
  • Superior analytical and problem-solving skills
  • This is a work-from-home opportunity.

To discuss this position further, please contact Matthew Grossman, Recruiter, 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 offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. 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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