Employee Benefits Account Executive – Captive Unit

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk and Insurance Management Recruiting firm is assisting a national insurance brokerage client in identifying a Employee Benefits Account Executive candidate to join their Captive unit, this role can be remote in anywhere is CA.

Our client is a Top 20 National Insurance Broker, with 2,200 staff and 110 locations.

Client Profile:

  • Founded –1990’s
  • Top 20 National Insurance Broker
  • $500+M in revenue and $3+B in premium placed
  • 110 locations across the U.S. and 2,200 (anticipate growth to 3,000 EE’s)
  • Full Services – CL, PL, EB, Executive/Management Liability, International
  • Named Best Places to Work – various insurance magazines

Position Outline:

  • Handle advanced client, producer, and insurer service (such as billing and claims resolution)
  • Coordinate the training of Human Resources/Benefit Administrators as necessary
  • Support Producer in maintaining client realtionships
  • Maintain Vendor and Carrier Relationship
  • Maintain Client Relationships


  • 4+ years of employee benefits experience at a retail broker
  • Any captive experience is a plus
  • BA degree is a plus
  • CA L&H license
  • Highly organized
  • Highly self motivated is a must
  • Proficient in agency management systems

For additional information contact Matt Grossman, mgrossman@rogangroup.com 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.

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