Wholesale Broker Account Manager

Our client, a leading provider of insurance for non-profit emergency service organizations, including volunteer fire departments (firefighters), ambulance and rescue squads (paramedics & EMTs) in the state of North Carolina is seeking an Account Manager in Western North Carolina.

Position will develop and grow their P&C products through an independent agent network.

Qualifications:

  • 5 + years client service experience in commercial lines insurance
  • Familiarity with emergency service organizations strongly preferred
  • Must be able to travel throughout Western North Carolina

For additional information contact Gaye Rogan, grogan@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 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.

Check out our other jobs here and follow us on Linkedin for exclusive content.

Employee Benefits Account Manager

Our client, a Top 100 Broker headquartered in New England is seeking a New Business Employee Benefits Account Manager. This position has flexibility on office location and could be located in any one of their offices throughout Rhode Island, Massachusetts, or Connecticut. Hybrid/remote schedule is also a possibility for this position.

The position is designed to locate and source new business for the organization. This role will be seeking new business opportunities, while also maintaining relationships with existing clients. 

Company Overview:

  • Top 100 US Broker
  • 145-year-old company
  • $85M in revenue
  • 9 offices throughout RI, MA, CT and FL
  • 200+ EE 

Qualifications:

  • Strong Employee Benefits Account Manager with a passion for providing customer-centric care
  • Client facing and excel in New Business Sales, with a proven track record for exceeding your goals
  • A minimum of 5 or more years of employee benefits
  • Fluency in MS Office products, intermediate Excel user
  • Bachelor’s degree in relative field preferred, or equivalent in work experience
  • Expertise in Employee Benefits coverage and terminology
  • L&H license required

Reasons to consider:

  • Reputation of being one of the “Best Places to Work” in the area
  • They offer a competitive compensation package including base salary, annual bonus, 401 (k) match and generous profit-sharing plan
  • A robust benefits package including, Medical, Dental, Vision, HSA, FSA and HRA plans and more

For additional information contact Kerry O’Donnell, kodonnell@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 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.

Transactional Advisor (EB)

Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Sr. Transactional Advisor role responsible for carrying out the Employee Benefits Insurance due diligence process for their private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client.

Client Profile:

  • Top 15 National Insurance Broker
  • $3.5B in revenue, Midwest region $450 million in revenue
  • 8, 500+ staff
  • 100+ locations globally
  • 11% growth rate
  • Privately owned
  • Named Best Places to Work
  • Member Diversity & Inclusion Institute

Qualifications:

  • 5+ years EB coverage, programs and services experience within a retail brokerage environment
  • Understanding of risk financing and risk management concepts and applications
  • Experience and knowledge with M&A processes and Private Equity deal environment
  • Minimum of a Bachelor’s Degree in a business-related field or equivalent experience and/or work experience.
  • Insurance designations a plus
  • Advanced working knowledge of Microsoft Office

For additional information contact Ryan Rogan, rrogan@rogangroup.com or call 443-913-6397.

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.

Transactional Advisor (P&C)

Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Transactional Advisor role responsible for carrying out the property & casualty insurance due diligence process for their private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client.

Client Profile:

  • Top 15 National Insurance Broker
  • $3.5B in revenue, Midwest region $450 million in revenue
  • 8, 500+ staff
  • 100+ locations globally
  • 11% growth rate
  • Privately owned
  • Named Best Places to Work
  • Member Diversity & Inclusion Institute

Qualifications:

  • 5+ years P&C insurance coverage, programs and services experience within a retail brokerage environment
  • Understanding of risk financing and risk management concepts and applications
  • Experience and knowledge with M&A processes and Private Equity deal environment
  • Minimum of a Bachelor’s Degree in a business-related field or equivalent experience and/or work experience.
  • Insurance designations a plus
  • Advanced working knowledge of Microsoft Office

For additional information contact Ryan Rogan, rrogan@rogangroup.com or call 443-913-6397.

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.

Commercial Lines Account Manager

Our client, a Top 100 Broker headquartered in New England is seeking a Commercial Account Manager. This position has flexibility on office location and could be located in any one of their offices throughout Rhode Island, Massachusetts, or Connecticut. Hybrid/remote schedule is also a possibility for this position.

This individual will proactively manage the overall workflow and life cycle for an assigned book of business. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance to new and existing Commercial Lines clients. This individual is the day-to-day contact with the client and will service all requests including policy changes, inquiries, renewals, and billing.

Company Overview:

  • Top 100 US Broker
  • 145-year-old company
  • $85M in revenue
  • 9 offices throughout RI, MA, CT and FL
  • 200+ EE

Qualifications:

  • 3+ Years of experience in Commercial Lines Insurance, preferably at an agency.
  • Bachelor’s degree in relative field preferred, or equivalent in work experience
  • Expertise in Commercial Lines coverage and terminology
  • P&C License
  • CIC, CISR or other insurance designation or related for insurance specialty preferred
  • Fluency in MS office products

Reasons to consider:

  • Reputation of being one of the “Best Places to Work” in the area
  • They offer a competitive compensation package including base salary, annual bonus, 401 (k) match and generous profit-sharing plan
  • A robust benefits package including, Medical, Dental, Vision, HSA, FSA and HRA plans and more

For additional information contact Kerry O’Donnell, kodonnell@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 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.

Commercial Lines Producer

Our client a growing independent insurance broker serving Southeastern PA for more than 100 years is seeking a Commercial Producer to add to their growing team. This is a book handoff opportunity, as well as a path for leadership for their Chadds Ford office.

Company Overview:

  • Established in 1981
  • $10M in Revenue
  • 2 Locations in Southeast PA and 40+ Insurance Professionals
  • Offering business insurance, risk management and reduction, employee group benefits, workers’ compensation, property insurance, personal insurance, auto and fleet insurance, and other insurance solutions.

Position Overview:

  • Looking for a proven CL Producer
  • Someone with a book of niche accounts is a plus
  • Current Verticals:
    • Construction
    • Manufacturing
    • Wholesaler and Distribution
    • Non-profit
    • Condo Associations
    • Real Estate
    • Schools
    • Architects and Engineers
    • Trucking
    • Other…
  • If producer has a particular vertical my client will support them and provide resources
  • Account Rounding Opportunities
  • Compensations includes base salary + 50/25 commission splits

For additional information contact Cooper Allshouse, callshouse@rogangroup.com or call 240-217-3024.

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.

Check out our other jobs here and follow us on Linkedin for exclusive content.

Student Health Insurance Producer

Student Health Insurance Position with $5M Book Handoff

The Rogan Group, Inc. – a Risk & Insurance Management Recruiting firm is currently assisting a Top 15 National Insurance Broker, with over $1 Billion in Revenue and 150+ offices nationwide in recruiting a Student Health Insurance Producer. They currently have a book to hand off. Current book has 170 colleges and universities. Candidate must have a proven track record in Student health sales.

Compensation package will include salary, commission, and equity.

Client:

  • Top 15 U.S. Private Equity Backed Insurance Broker
  • $1.4 B in revenue
  • 4,000+ EE’s
  • 150 locations
  • Full-service broker – P&C, EB, PCS, Actuarial and Financial/Wealth Management

Position Overview:

  • Position: Producer Leader
  • Will lead and produce
  • Book hand off consisting of 170 colleges and universities
  • $5M revenue unit
  • 12 service staff
  • Unit sells Student Health, P&C and PL
  • Compensation plan includes base salary, commission, and equity

For additional information contact Cooper Allshouse, 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 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.

Check out our other jobs here and follow us on Linkedin for exclusive content.

Employee Benefits Account Manager

Senior Employee Benefits Account Manager – Greater D.C. Area

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top National Brokerage client in identifying a Senior Employee Benefit Account Manager to work from their Rockville or Tyson’s Location. This role does not have an established book of EB business, but rather is focused on assisting newer Producers learn the industry. This is a hybrid role (2-3 days in-office) and compensation is targeted at 90-120k Salary depending on experience.

Client Profile:

  • Top 5 National Broker (backed by a larger parent organization)
  • 5 Billion+ Revenue
  • 200+ Offices across the U.S
  • 11,000+ Employees
  • Top Places to Work Award Winner

Responsibilities:

  • Provides service assistance to Account Executives and Sales Team including assisting with renewal process and renewal meetings as needed
    • Manages workflow processes and projects efficiently and error free in order to meet client and renewal deadlines
    • Responds to day to day client needs, seeking quick resolve
    • Creates and maintains accurate and current client account management databases
    • Develops, manages and maintains strong and trusting relationships with multiple clients as well as preferred partners/carriers
    • Manages multiple tasks and prioritizes work so that multiple client needs are met
    • Promotes timely resolution of client issues and provides daily customer service to accounts. Regularly involved in managing claims, eligibility and billing issues
    • Prepares and distributes RFPs (Requests for Proposals) to preferred carriers & reviews proposals for accuracy
    • Preparation of cost & benefit analysis for client presentation

Qualifications

  • A minimum of 5-7 years’ Employee Benefits experience
  • Current L&H license or ability to obtain within 90 days
  • Preferred designation: CEBS, GBA, RHU, REBC, SPHR
  • Bachelor’s degree or equivalent career experience required
  • Strong organizational skills and communication skills
  • Strong working knowledge of Microsoft products (excel, word, PowerPoint, outlook)
  • Ability to travel

Compensation- $90k-$120k (DOE)

To discuss this position further, please contact Cooper Allshouse, Vice President & Executive Recruiter Mid-Atlantic Region, callshouse@rogangroup.com or (240) 217-3024

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.

Check out our other jobs here and follow us on Linkedin for exclusive content.

Voluntary Benefits Account Manager

Our client, a Life Insurance Company providing Life Insurance, Accident, Disability, Stop Loss and Voluntary/Worksite sales to both Taft-Hartley and Non-Taft-Hartley is seeking an Account Manager in their Voluntary Benefits team. As a member of the Voluntary Benefits team, the Account Manager (AM) is a critical contributor to achieving a high level of client satisfaction while supporting the overall operational and technical solutions of the practice. This can be a fully remote position for the right candidate.

If you are driven, results-oriented, and ready to make a lasting impact, we invite you to apply.

Position Outline:

  • Serve as primary Voluntary Benefits client contact and manage all day-day client servicing
  • The AM will manage the implementation and ongoing management of new and existing Voluntary Benefit clients
  • Develop and manage project plans
  • Create client communications
  • Coordinate resources including carrier integration.
  • Support new and existing client sales
  • Collaborate on the RFP process
  • Review client profitability
  • Develop strategies to improve plan participation

Qualifications:

  • 3+ years account management, client service and or project management experience within a benefit brokerage and insurance, benefits consulting or benefits administration
  • Voluntary Benefits knowledge required
  • Bachelor’s degree
  • L&H license
  • Proficiency with Microsoft Suite products

For additional information contact Gaye Rogan, grogan@rogangroup.com or call 443-394-6011.

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.

TPA Employee Benefits Account Executive

Our client, a TPA providing benefit administration to self-insured clients is seeking an Account Executive. This position will partner closely with Brokers, Consultants, Administrators, Fund Trustees and Plan Professionals to manage and grow an assigned book of business.

If you are driven, results-oriented, and ready to make a lasting impact, we invite you to apply.

Position Outline:

  • Support Sales Executive with new sales
  • Implementation of new accounts
  • Overall client support
  • Collaborate with the VP of Client Services in helping to create short term and long term account management strategies

Qualifications:

  • Ideal candidate will possess a proven track record in account management, exceptional critical thinking skills, and a deep understanding of third-party administrative services
  • 4-year college degree or equivalent work experience
  • 5 years experience or more in Third Party Health and Pension Administration
  • 5 years’ experience or more in premium billing, claims eligibility and processing and electronic data transfers
  • Ability to build long term relationships with Brokers, Consultants, Fund Trustees, Plan Professionals and Administrators
  • Excellent communication skills (written and verbal), including interpersonal and presentation skills

For additional information contact Gaye Rogan, grogan@rogangroup.com or call 443-394-6011.

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.

Employee Benefits Account Manager

Our client, a Top National Insurance Broker with offices throughout the US is seeking an Employee Benefits Account Manager for their Alpharetta, GA office.

Company overview:

  • Insurance Broker – Top 10 in U.S.
  • Founded – 1886
  • Full Service – CL, PL, EB, Pension/Life and Programs
  • Industry Solutions for: Aviation, Chemical, Construction, Education, Energy, Financial Services, Healthcare, Hospitality, Law Firms, Manufacturing, Marine, Mining, Ports, Power & utilities, Public Entity, Real Estate, Retail & Food Service, Technology, Transportation.
  • Additional Company Resources: Actuarial Services, Captive solutions, Claims Management, Risk Control among other solutions.

Employee Benefits Account Manager Position Outline:

  • Hybrid work schedule, 3 days in office, 2 days WFH
  • 30-35 clients, mostly restaurant accounts
  • Assist in preparing submissions (both new and renewal).
  • Process new and renewal business changes, including updating and maintaining information using computer automation.
  • Maintain customer files according to procedures.
  • Assist in preparation of new and renewal proposals, stewardship reports, service plans, comparisons, and demonstrate creativity in presentation style.
  • Proficiency in utilizing resources and software to generate reports and/or other requested information.
  • Proficiency to present to client via virtual or in-person meetings.
  • Support service and production team

Requirements:

  • 5+ years employee benefits experience
  • Experience with Restaurant Accounts a plus
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products (ie Excel, PowerPoint, Publisher, Word, Outlook/WebEx/Teams)
  • L&H license required
  • Additional Insurance Designations a plus

For additional information contact Ben Levin, blevin@rogangroup.com or call 443-257-5659.

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.

Check out our other jobs here and follow us on Linkedin for exclusive content.

Wholesale Insurance Brokers

Our client, one of the largest insurance wholesale brokers in the U.S. seeks to hire P&C and Professional Management Liability Wholesale Brokers. Broker will build, maintain and grow a wholesale book of business through agent/broker network. Seek opportunities to access and cultivate new brokerage markets and products.

Open to any location within US.

Company profile:

  • Established 2012
  • $1B Premium
  • 6th largest specialty intermediary (2B in premium)
  • 60+ Offices Worldwide
  • Doing business with Top 100 Retail Brokers

Qualifications:

  • Established broker network
  • Proven history of building a book
  • Minimum of 5 years’ experience
  • Strong sales and marketing skills a must
  • BA/BS or equivalent work experience

For more information contact Ryan Rogan, rrogan@rogangroup.com or call 443-913-6397.

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With remote recruiters around the Country we are able to conduct projects on a Local, Regional & National basis. 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