Service Team Members – Top National Brokerage

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage client in identifying service team members for their tech/ life science, real estate, construction, or healthcare niches.

Client Profile:

  • Middle Market Division of Top 3 National Insurance Broker
  • 2B revenue division
  • Full Services Broker with regional name recognition and national broker resources
  • 100M in California based revenue (entire state)
  • Niches: Construction, Education, Energy, Financial Institutions, Healthcare, Life Science, Non-Profit, Real Estate, etc.

Position Outline – Client Manager:

  • Locations : San Francisco Bay Area
  • Manager the workflow of assigned book
  • Account Rounding
  • Daily service and marketing

Position Outline – Client Service Executive:

  • Daily service for middle market book of business
  • Marketing/placement responsibilities
  • Client facing
  • Work with producers
  • Oversight of Client Managers assisting on book
  • General Support of the Producers

Qualifications Client Manager:

  • 5+ years experience as a Commercial Account Manager within a Retail Brokerage
  • P&C License required
  • CPCU, ARM, CIC or CISR designations a plus
  • Bachelor’s degree or the equivalent combination of education and experience
  • Excellent software skills
  • Ability to self-manage
  • Entrepreneurial Spirit
  • Team Player

Qualifications Client Executive:

  • 5+ years experience as a Commercial Account Manager within a retail brokerage
  • 3+ Years as a Commercial Account Executive within a retail brokerage
  • Management Experience is a plus
  • P&C License required
  • CPCU, ARM, CIC or CISR designations a plus
  • Bachelor’s degree or the equivalent combination of education and experience
  • Excellent software skills
  • Ability to self-manage
  • Entrepreneurial Spirit
  • Team Player

Salary: Based on Experience 

To discuss this position further, please contact Cooper Allshouse at 443-394-7047 or callshouse@rogangroup.com

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

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