Our client, a venture-backed Insurtech broker is seeking a Head of Client Management.
Position will build and lead a best-in-class client management organization that drives retention, client satisfaction, and account growth.
Core Responsibilities:
- Own Client Experience
Lead end-to-end service delivery across AI, Fintech/Crypto, and HLS verticals
Standardize:
- Renewal strategy
- Coverage advisory
- Client engagement cadence
- Drive Retention & Growth
- Own renewal outcomes
- Build structured upsell / cross-sell strategy
- Partner with Sales on onboarding and first-year retention
- Lead & Scale the Team
- Manage ~20+ team (Directors, Client Managers, Coordinators)
- Build leadership bench across 3 vertical pods
- Create: Career paths, Coaching frameworks, Performance standards
- Build the Operating Model
- Implement scalable pod structure
- Establish operating cadence:
- Pipeline reviews
- Book reviews
- QBRs
- Placement
Ideal Candidate Profile:
- 10–15+ years in commercial insurance brokerage
Experience with:
- Financial Lines (D&O, EPLI, Cyber, E&O)
- Unit (Book 10M+and Staff 15-25+ EE’s) Management
- Strong exposure to Venture-backed / tech clients
- Proven ability to – drive retention + expansion
- Build teams in growth environments/Success Metrics
- Retention rate / churn reduction/Net revenue retention (NRR)
- Client satisfaction (NPS)/Team productivity + scalability
For additional information contact Matt Grossman, mgrossman@rogangroup.com or call 410-591-1377.
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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