VIP/High Net Worth Senior Account Manager

The Rogan Group

Risk & Insurance Management Recruiting

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a regional insurance brokerage client in identifying a VIP/PL SR Account Manager to join their high end regional agency. Our client’s leadership has a three generational history in San Francisco area which brings an unmatched reputation and expertise in Risk Management and Insurance Services. Candidates will benefit from this long-respected history together with the newest in technology support systems.

Client Profile:

  • Founded 2012 – (re-establishment of family brokerage with 50 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, real estate, VIP personal lines
  • Added value Services – claims, RM and loss control, surety and analytics

 

 

Role overview:

  • Location: Remote (Midwest/Texas focused)
  • Check policy coverages and endorsement for accuracy and relevance, including rating calculations
  • Process endorsements, placement request and invoicing
  • Support two Producers on accounts ranging from $40K – $100K in premium
  • Assist with Accounting department on research of premium charges
  • Perform other duties specified by the Account Executive team

Qualifications:

  • 3+ years in HNW/VIP space
  • Highly technical
  • Experience with all personal lines of coverage
  • Great people management skills
  • Hand worker and a team player

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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