Commercial Lines Account Manager

About the Company:
Our client is an up-and-coming, private equity-backed retail insurance brokerage based in South Florida. This is an exciting opportunity to join a growing team at the ground level, with significant potential for growth within the company.

Position Overview:
Seeking an experienced Commercial Lines Account Manager to manage a $2M book of business, which includes several large accounts such as Commercial Real Estate and Data Centers. This role is perfect for someone looking to be part of an expanding brokerage with unlimited growth potential.

Key Responsibilities:

• Manage and service a diverse commercial lines book of business, valued at $2M, including large accounts in Commercial Real Estate, Data Centers, and more.
• Develop and maintain relationships with clients, ensuring high levels of customer satisfaction.
• Assist in the renewal process, working closely with clients to assess their needs and provide tailored insurance solutions.
• Collaborate with the team to support new business development efforts.
• Provide ongoing advice to clients regarding coverage and policy options.
• Support claims management and coordinate with carriers as necessary.
• Maintain accurate records and documentation using Applied EPIC (experience with this platform is a plus).

Qualifications:

• Previous experience as an Account Manager or in a similar role within the commercial lines insurance space.
• Familiarity with managing large accounts, including Commercial Real Estate (e.g., Condo Associations, Retail Space, Warehouse Space) is helpful but not mandatory.
• Strong communication skills and ability to build and maintain relationships with clients.
• Experience with Applied EPIC is a plus.
• Ability to work independently as well as part of a team in a dynamic, growing environment.

What They Offer:

• Competitive salary with flexible compensation based on experience.
• Hybrid work model with 3-4 days per week in the Boca Raton office.
• Opportunity to join a fast-growing brokerage with unlimited growth potential.
• A supportive and collaborative work environment.

If you’re looking to grow your career with a dynamic team and take advantage of an opportunity to make an impact at a rapidly expanding firm, this could be the perfect role for you.

For additional information contact:

Gaye Rogan

The Rogan Group, Inc.

Risk & Insurance Management Recruiting

443-394-6011 cell/443-286-9451

grogan@rogangroup.com

www.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.

Sr. Transactional Advisor

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 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.

Position can be in their Kansas City office location or remote for the right candidate.

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.

Marketing Account Executive

Our client, a Top 10 National broker is seeking a Commercial Lines Marketing Account Executive for their Birmingham, AL or Atlanta, GA office.

Client Profile:

• Parent – Top National Bank Owned Firm
• Insurance Broker – Top 5 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.

Position Outline:

• Upper-Level Service and Marketing
• Responsible for all carrier appointments, contracts and relations
• Placement of Accounts
• Assist in Sales Process w/ Producer

Qualifications:

• 8+ years of insurance agency/broker marketing and service experience with Mid-size and/or Large Commercial Accounts
• Carrier relations to include agreement negotiation/Executive Team level participation
• Degree (MBA a plus) and P&C License needed
• Additional industry certifications are a plus (i.e. CPCU, ARM, and CIC).

For more 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.

Employee Benefits Producer/Market Leader

The Rogan Group, Inc. – a Risk & Insurance Management Recruiting firm is currently assisting a Top 10 National Insurance Broker, with over $1+ Billion in Revenue and 150+ offices nationwide in recruiting an Employee Benefits Producer/Market Leader in South Florida.

Agency Profile:

Top 10 National Retail Insurance Broker
$1+ Billion in retail revenue (additional $300M in wholesale/specialty division)
4,000+ Staff, 150+ Locations
PE sponsored company (1 class of stock!)

Position Outline:

Title – Employee Benefits Producer/Market Leader

Duties:

1. Hybrid position – Employee Benefits Production and Market Leader
2. Producer an EB book of business
3. Hire, train and mentor EB Producers
4. Emphasis on Organic Growth, retention, and Culture

Qualifications:

• 10+ years of insurance brokerage experience
• Proven track record of developing sales initiatives and meeting sales goals
• Experience in sales, practice, or office leadership roles
• College Degree preferred and insurance designations helpful

Compensation will include base salary, bonus and possible equity play.

For additional information contact Dan Rogan, drogan@rogangroup.com or call 443-394-8100.

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.

Employee Benefits Producer/Market Leader

The Rogan Group, Inc. – a Risk & Insurance Management Recruiting firm is currently assisting a Top 10 National Insurance Broker, with over $1+ Billion in Revenue and 150+ offices nationwide in recruiting an Employee Benefits Producer/Market Leader in DC/MD/VA.

Agency Profile:

Top 10 National Retail Insurance Broker
$1+ Billion in retail revenue (additional $300M in wholesale/specialty division)
4,000+ Staff, 150+ Locations
PE sponsored company (1 class of stock!)

Position Outline:

Title – Employee Benefits Producer/Market Leader

Duties:

1. Hybrid position – Employee Benefits Production and Market Leader
2. Producer an EB book of business
3. Hire, train and mentor EB Producers
4. Emphasis on Organic Growth, retention, and Culture

Qualifications:

• 10+ years of insurance brokerage experience
• Proven track record of developing sales initiatives and meeting sales goals
• Experience in sales, practice, or office leadership roles
• College Degree preferred and insurance designations helpful

Compensation will include base salary, bonus and possible equity play.

For additional information contact Dan Rogan, drogan@rogangroup.com or call 443-394-8100.

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

Commercial Lines Producers

Our client a Top National Insurance Broker, with over $1B in revenue and 150+ offices seek to drive organic growth through the recruitment of established, proven producers across the Country. They offer a national footprint, top resources and a comp plan that will include Top Commissions and an Equity play for Wealth Creation.

They are looking for proven producers in the following niche areas:

• Real Estate
• Transportation
• Professional Liability
• Surety
• Financial Institutions

Agency Profile:

Top 10 National Retail Insurance Broker
$1.5+ Billion in retail revenue (additional $300M in wholesale/specialty division)
4,000+ Staff, 150+ Locations
PE sponsored company (1 class of stock!)

Producer Profile of desired candidates:

* Producers with a proven track record
* Middle market and large account focus, with niche focus
* Compelling story and growth potential – anywhere in U.S. Footprint

For additional information contact Dan Rogan, drogan@rogangroup.com or call 443-394-8100.

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.

Private Client Account Manager and Account Executive

The Rogan Group, Inc. – a Risk & Insurance Management Recruiting firm is currently assisting a client, a Top 10 National Insurance Broker, with over $1 Billion in Revenue and 150+ offices nationwide in recruiting Private Client Account Managers and Account Executives to their Northeast teams.

Client Profile:

• Top 10 National Retail Insurance Broker
• $1+ Billion in retail revenue (additional $300M in wholesale/specialty division)
• 4,000+ Staff, 150+ Locations
• PE sponsored company (1 class of stock!)

Position Outline:

• Support the producers in client retention
• Client Facings
• Providing customer service to an established and specific book of business – includes lease and contract review, certificates of insurance, auto ID cards, claim handling, etc.
• Support management team on carrier relationships and automation initiatives
• Sustains open communication and interaction with carriers
• Handle other duties as assigned

Qualifications:

• Minimum of 5 years’ experience in Private Client insurance
• Valid P&C license
• College degree preferred
• Industry specific designations preferred – CISR, ARM, or similar
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
• Extensive knowledge of Private Client underwriting, coverage, rate analysis, and experience reporting
• Possess excellent verbal and written communication skills

To discuss this opportunity further, please contact Kerry O’Donnell, Recruiter, The Rogan Group, Inc. 443-752-9905 or kodonnell@rogangroup.com

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland 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.

Commercial Lines Account Manager

Our client, a Large Regional Insurance Broker in California is seeking a Commercial Lines Account Manager for their Agribusiness Unit.

Client Profile:

• An independent, family-owned insurance agency founded in 1978
• Over 220 employees
• Locations throughout California
• Recognized as one of the top 100 privately held insurance agencies in the nation by the Insurance Journal
• Offers Commercial, Employee Benefits and Personal Lines
• Industry they serve include construction, transportation, manufacturing, health care, etc.
• The agency is licensed in all 50 states and offers all lines of insurance coverage

Qualifications:

• Candidates must have a minimum of 5 years Account Management experience
• Requires a candidate to be highly skilled and well-versed in handling Commercial Agribusiness accounts
• Requires a strong knowledge of all commercial lines coverages to include Workers’ Compensation
• Position is hybrid for candidates that live in the greater Fresno area however could consider remote for the right candidate

For additional information contact Matt Grossman, mgrossman@rogangroup.com or call 410-591-1377.

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 Marketing/Placement

Our client, a Large Regional Insurance Broker in California is seeking 2 Commercial Lines Marketing/Placement Specialist. One is focusing on a Generalist book and the other will be focused on Transportation/Trucking accounts. Both require experience handling all P&C lines of insurance to include Workers’ Compensation.

Client Profile:

• An independent, family-owned insurance agency founded in 1978
• Over 220 employees
• Locations throughout California
• Recognized as one of the top 100 privately held insurance agencies in the nation by the Insurance Journal
• Offers Commercial, Employee Benefits and Personal Lines
• Industry they serve include construction, transportation, manufacturing, health care, etc.
• The agency is licensed in all 50 states and offers all lines of insurance coverage

Qualifications:

• Candidates must have a minimum of 5 years new & renewal marketing
• Transportation marketing position requires someone that is well versed in transportation/trucking accounts both small and large fleets
• Agribusiness knowledge a plus
• Requires candidates with strong knowledge of all commercial lines coverages to include Workers’ Compensation
• Both positions are hybrid for candidates that live in the greater Fresno area however would consider remote for the right candidate

For additional information contact Matt Grossman, mgrossman@rogangroup.com or call 410-591-1377.

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/Account Executive

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Large Regional Insurance Brokerage client in identifying a candidate for a hybrid role of Commercial Lines Account Executive/ Account Manager in their Irvine office.

Our client has three offices in Southern California and 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:

• Service and placement of an assigned Commercial Lines book of business
• Collaborate with Producers to identify and pursue new business opportunities, participating in client meetings and presentations as necessary.
• Stay informed about industry trends, regulations, and insurance products to provide up-to-date and informed advice to clients.
• Engage in ongoing training and professional development activities to enhance knowledge and skills relevant to the role.
• All other duties as assigned.

Qualifications:

• 5+ years of commercial lines account management experience
• Bachelor’s degree in business, finance, risk management, or other related fields is preferred.
• P&C license required
• Additional Insurance designations a plus
• In depth understanding of commercial insurance products, coverages, and risk management practices is necessary.
• Proficiency with the Microsoft Office Suite. Prior experience with AMS 360 and Image Right preferred.

To discuss this position further, please contact Matt Grossman at mgrossman@rogangroup.com 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 www.rogangroup.com.

High Net Worth – Personal Lines Account Manager

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 Account Manager for their Irvine location. 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:

• 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
• Salary $70-90k

Qualifications:

• 3+ years Personal Lines Account Manager experience
• Must have High Net Worth experience
• Bachelor’s degree preferred
• Additional insurance designations a plus
• P&C license a must
• Proficiency with Microsoft Office Suite
• AMS360 and Image Right experience a plus

To discuss this position further, please contact Matt Grossman at mgrossman@rogangroup.com 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 www.rogangroup.com.

Vice President of Corporate Development (M&A)

Our client, a Top 5 National Specialty Broker seeks to recruit Vice President of Corporate Development to their team in Charlotte, NC. The VP – Corporate Development will lead the execution of acquisitions for the company, in addition to research and strategy projects requested by management, with high visibility to the executive leadership team. This role is crucial in driving the company’s growth through strategic investments and acquisitions.

M&A is an integral part of our client’s go-forward strategy. This position will join the team that is responsible for executing these transactions on a global basis. In addition to control deals, this position will assist with divestitures, capital markets analysis and decisions, post-acquisition integration, portfolio data & analytics, and other strategic projects.

Client Profile:

* Top 5 National Specialty Broker

* $39 B Annual Premium Placement

* 7,000+ Staff

* 150+ Offices in US, Europe, Latin America, and Asia

* Divisions: Wholesale, Binding and Underwriting Management

Key Areas of Responsibility:

• Deal Sourcing and Origination:
  • Build and maintain relationships with investment banks, advisors, and industry contacts.
  • Conduct initial evaluations of investment opportunities, including market trends and competitive landscape.
• Due Diligence and Investment Analysis:
  • Lead and oversee the due diligence process for potential investments.
  • Analyze financial metrics, valuation models, and market data.
  • Coordinate with external advisors on due diligence efforts.
• Financial Modeling and Valuation:
  • Develop, review, and refine complex financial models (e.g., LBO models).
  • Validate key assumptions, run sensitivity analyses, and generate different financial scenarios.
• Transaction Execution:
  • Play a lead role in executing transactions, including negotiation and structuring of deals.
  • Collaborate closely with the legal team to manage transaction documentation.

Qualifications

• Experience: 8-10+ years of M&A experience in investment banking, private equity, corporate development, or a combination.
• Education: Bachelor’s Degree required; MBA in Finance, Economics, Business, or related field preferred.
• Skills: Strong analytical skills, experience in evaluating, negotiating, and closing acquisition deals, and success in leading end-to-end processes for business growth.

To discuss the openings further, please call:

Ryan Rogan, 443-913-6397 or rrogan@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.