Personal Lines Senior Account Executive (Mid-Atlantic Region)

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a dynamic and innovative boutique insurance brokerage firm in identifying a Personal Lines Sr. Account Executive to represent the company with their High-Net-Worth clients in the Mid-Atlantic Region. Our client’s leadership has a strong history in the PNW area which brings an unmatched reputation for service. Candidates benefits from this long-respected history and the latest in high technology support systems.

Client Profile:

  • Founded 2012 – (re-establishment of family brokerage with 50 a year history)
  • Privately held
  • Full-service brokerage firm servicing individuals, businesses & non-profits
  • Focus – PL, EB, Specialty & Middle Market Commercial
  • CEO comes from National Broker
  • 60+ EE’s (established service and marketing teams)
  • Target niches – construction, non-profit, social services, real estate, VIP personal lines
  • Added value Services – claims, RM and loss control, surety and analytics

Position Outline:

  • Mentor associates and play leadership role in the Personal Lines unit, claims management, and carrier relationships. Create/update process workflows where needed.
  • Attend carrier and industry functions when possible as company representative
  • Represent the company in professional/leadership COI relationship building in local area and other locations with Director
  • Assist Director in hiring process for all future roles
  • Pro-actively advise clients to exceed the client’s service expectations
  • Perform pre-renewal processes per the company guidelines
  • Manage expiration reports, renewals, and endorsements in a timely manner
  • Advise and educate clients regarding coverage, exclusions, and exposures
  • Conduct face to face or video conference meetings as regular COI and client communication
  • Respond to and resolve client issues regarding coverage questions and/or other related issues
  • Maintain appropriate documentation in EPIC of service, marketing, and policy communications with clients and carriers
  • Negotiate rates and coverage terms with insurers and MGAs for optimal client results
  • Professionally represent company with premier insurers and manage carrier updates
  • Report claims and act as liaison/advocate for client through entire process
  • Assist in the growth, retention, and marketing of the designated book of business
  • Proactively identify new business opportunities with team, current clients, new prospect



  • Minimum of five years personal lines experience
  • Experience with High-Net-Worth accounts a plus
  • Current Property & Casualty License
  • Strong working knowledge of insurance carrier websites and proficient in their rating systems
  • Excellent communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
  • Good time-management skills, organizational skills, multi-tasking skills and ability to prioritize
  • Ability to work as part of a team, independently, lead and mentor
  • Proficiency with Microsoft Suite Applications
  • Experience using EPIC is preferred
  • Insurance designations such as CIC or CISR a plus

Salary: $80,000 – $120,000 Depending on Experience

For more information contact Cindy Foster, or call (410) 513-6775.

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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