Personal Lines Account Manager and Team Leader

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance brokerage client with three offices in Southern CA. seeking a High-Net-Worth Personal Lines Senior Account Manager/Team Leader for their Irvine location and also a Personal Lines Account Manager for any of their 3 locations. Our client 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:

  • Responsible for the design, implementation and administration of a portfolio of property & casualty insurance programs for high-net-worth individuals and families.
  • Set up and maintain the accounts of new and existing clients for high value homes and automobiles, high limit personal excess, art/jewelry collections, watercraft, aviation, kidnap and ransom, directors and officers, employment practices liability etc.
  • Provide exceptional customer service and support the service needs of a large client base
  • Handle renewals, process changes, endorsements, riders and cancellations
  • Responsible for handling client service requests and look for new sales opportunities by cross-selling
  • Proficient knowledge of the products and services that are offered to the clients
  • Assist in the production of new personal lines accounts and retention of renewing personal lines account
  • Review client exposures, loss experience and current coverage and provide proactive solutions, recommend appropriate products and services
  • Perform annual reviews and meetings with client providing stewardship reports, schedules and proposals of insurance
  • Team Leader position will include leading the Personal Lines Department
  • Salary for Team Leader position $90-125k
  • Salary for Account Manager position $$70-85k


  • 3+ years Personal Lines Account Manager experience
  • Must have High Net Worth experience
  • Bachelor’s degree preferred
  • P&C license a must

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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