Account Executive

Our client, a family-owned agency started over 40 years ago is seeking an Account Executive to join their team in their Beverly Hills office. Position will work with one Producer’s $3M revenue book with Private Client and Middle Market Commercial Lines accounts.

Duties:

• Marketing submissions to carriers
• Drafting proposals
• Performing review meeting with clients and cross-selling appropriate coverages
• Customer billing knowledge
• AMS 360 experience a plus

Qualifications:

• 5+ years new and renewal marketing
• Cross-selling coverage experience a plus
• Private Client and Commercial Lines experience preferred
• P&C license required
• AMS 360 experience a plus

If you are an experienced Account Manager or Account Executive and would enjoy work in a small office environment please contact us.

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.

TPA Sales and Service Representatives

Our client, a Top 10 National Broker with over $3.5B in revenue and 10,000+ staff members, is looking to fill three Sales Representative roles and one Account Manager role for their growing TPA division. The team is looking for eager and enthusiastic candidates to help manage and grow both new and existing accounts and relationships. Ideal candidates will be in EST or CST time zones for this remote role.

Client Profile:

• Top 10 National Insurance Broker

• $3.5B in revenue

• 10,000+ staff

• 130+ locations globally

• 16% growth rate

• Privately owned

• Named Best Places to Work

• Member Diversity & Inclusion Institute

Division Profile:

• In Business since 1977
• Leading Nationwide Benefit Administrator
• Support over 15 different products
• Have served over 10,000 clients with over 98,000 individual participants
• Provide solutions for COBRA, FMLA, FSA, HRA, HAS, Lifestyle, and Commuter Plans

Qualifications:

Sales Representatives:

• Two or more years’ experience as a salesperson, preferably two or more years as an outside sales representative in a consultative business to business setting, or one or more years as a successful payroll sales representative.
• Knowledge of HSA, FSA, Cobra plans, etc.
• Possess high energy, success driven attitude, with proven ability to exceed sales goals
• Strong ability to make effective presentations, and skills to negotiate deals
• Excellent in using computer packages, including MS Word, Excel, Outlook, and PowerPoint, to create proposals, presentations, and other documents needed for effective marketing.

Account Manager:

• Experience with COBRA administration is required
• Experience with FMLA administration is a plus
• Demonstrated excellent customer service skills
• Excellent verbal and written communication skills
• Positive, professional attitude and phone etiquette
• Attention to detail and ability to act as liaison between other teams in order to produce final resolution
• Excellent analytical and organizational skills

Company Differentiators:

• Flexibility on pricing for clients
• Sales reps are not constrained to territories
• Tight knit team – weekly sales meetings to discuss wins and losses
• Remote working
• Great benefits
• Yearly sales competition ($30k)

For additional information contact Sean Morrison, smorrison@rogangroup.com or call 443-534-0326.

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 Executive

Our client, a Top 10 National Broker with over $3.5B in revenue and 10,000+ staff members is looking to fill two Commercial Lines Account Executive Role in their Healthcare Practice. One position will service and market a book of Medical Malpractice accounts and the other position will service and market Senior Living. Ideal candidate will be located Chicago or St. Louis for this hybrid role.

Client Profile:

• Top 10 National Insurance Broker
• $3.5B in revenue
• 10,000+ staff
• 130+ locations globally
• 16% growth rate
• Privately owned
• Named Best Places to Work
• Member Diversity & Inclusion Institute

Qualifications:

• 15+ years Account Management experience within a retail brokerage environment
• Service and marketing experience a must
• Medical Professional Liability or Senior Living account experience
• Bachelor’s Degree in Business Administration or related field and/or 10-15 years of experience equivalent
• P&C license required
• Additional Insurance Designations a plus
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

For additional information contact Sean Morrison, smorrison@rogangroup.com or call 443-534-0326.

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.

Commercial Lines Account Executive

The Rogan Group, Inc. a Risk and Insurance Management Recruiting firm is assisting a national insurance brokerage client in identifying a Commercial Account Executive for their Western Team. Ideal candidate will be in California for this remote position.

Our client is a Top 10 National Insurance Broker, with 4,000 staff and 110 locations.

Client Profile:

• Founded –1990’s
• Top 10 National Insurance Broker
• $1B+ in revenue
• 110 locations across the U.S. and 4,000 EE’s
• Full Services – CL, PL, EB, Executive/Management Liability, International
• Named Best Places to Work – various insurance magazines

Position Outline:

• Responsible for servicing and marketing a book while coordinating account strategies with the Producers
• P&C book of business with focus on Middle Market clients
• Technical support to Producers

Qualifications:

• 8+ years’ experience with middle market commercial accounts
• P&C license required
• College degree preferred
• Additional insurance designations a plus
• Proficient in insurance agency management system, AMS 360 and Work Smart preferred but not required

For additional information contact Michael Ubriaco, mubriaco@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.

Agency President

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance brokerage client in identifying an Agency President led the firm. Our client has multiple offices in the Rocky Mountain Region, is a growing Top 100 national broker and values a work/life balance.

Position:

• President – Top 100 National Insurance Agency

Client Profile:

• Founded –1930’s
• Privately held
• Top 100 National Broker
• $45M total revenue, 30%+ EBITDA,  5 offices in 3 states and 250+ EE’s
• Focus – CL, EB and Private Client
• Niches: Agriculture, Aviation, Construction, Financial, healthcare, Manufacturing, Professional, RE, retail, Tech and Transportation.
• Retention rates – 92%
• Added value resources – Claims, Loss Control, Tech

Position Outline: 

• Company Visionary and Culture Leader
• Financial Oversight
• Serve as the primary spokesperson and representative of the company at industry
  events, conferences, and in the media.
• Maintain and enhance the firm’s reputation through ethical leadership and
  consistent delivery of value to stakeholders.
• Actively engage with external stakeholders to strengthen the company’s brand and
  market position.
• Identify and capitalize on new business opportunities, strategic partnerships, and
  joint ventures to drive growth.
• Stay present and involved in the industry, maintaining strong relationships with
  clients, partners, and regulators.
• Lead strategic producer hires and identifying strategic acquisitions 
• Create and sustain a strong leadership pipeline by identifying and developing future
  leaders within the organization.
• Implement programs and initiatives that support the professional growth and
  development of employees at all levels.
• Foster a culture of empowerment, encouraging employees to take initiative and
  contribute to the company’s success.
• Maintain strong financial oversight, ensuring that the company remains profitable
  and financially sound.
• Exhibit strong people skills, building and maintaining relationships across all levels
  of the organization.
• Communicate effectively, clearly articulating the company’s vision, goals, and
  
• Be approachable and present, fostering an environment where employees feel
  valued and heard

Reasons to consider:

• Local name recognition, nationally ranked
• Top service, marketing and added value resources
• Comp will include: salary, bonus, equity, 401k, etc.
• Will consider relocation candidates

To discuss this position further, please contact Ben Levin ,EVP & Executive Insurance Recruiter, Southeast Region, The Rogan Group, Inc. 443-257-5659 or blevin@rogangroup.com, The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

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.

Financial Advisor

Our client, a boutique Wealth Advisory owned by a Top 10 National Insurance Broker is seeking a Financial Advisor in the Greater NYC area. This role will create a transition for a retiring partner over the next few years. The unit has $1.7B Assets Under Management with $1.2B in pension and $500M in Wealth Management (300 households).

Responsibilities

• Build, expand, and manage client relationships
• Assess clients’ needs and goals
• Prepare and present financial analysis/plans to prospects and clients
• Commit to a collaborative approach as you consistently act with integrity and professionalism
• Expand and deepen your own knowledge base and practices in the financial field
• Attend firm client events
• Understand/explain account and investment details, including performance, to clients

Requirements

• 3+ years of experience as a client-facing advisor
• Securities licensed: SIE, Series 7 & Series 66
• Consultative sales experience
• Bachelor’s degree or work equivalent
• CFP or CFA Designation preferred

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.

Surety Account Executive

Our client, a Top 15 National Insurance Broker is seeking a Surety Account Executive in their Cincinnati office. Ideally this person has experience in contract bonds and can calculate premiums and read specs/contracts. Position is hybrid (3 days in office, 2 days remote).

Client Overview:

• Top 15 National Insurance Broker
• $2.5B in revenue
• 400 offices in 40 states and 4 countries
• 10,000+ team members

• Full Service – CL, PL, EB, Pension/Life, and Programs

• Competitive base salary, Generous PTO, Outstanding Benefits package

Qualifications:

• 5+ years commercial surety experience
• Proficient with Microsoft Office products
• P&C license
• Additional professional designations a plus

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

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 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 St. Louis 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.

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.

Senior P&C Broker

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 a Senior Broker, in a client facing and placement WFH position in the Eastern or Central Time Zone.

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 Overview:

• Broker will be working as part of the Private Equity Practice Group
• Looking for someone with 10+ years heavy broking/placement experience with a retail broker
• Large Casualty (complex, large loss sensitive, captive) or Large Property
• PE/M&A experience a plus
• Remote position

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.

Sr. Commercial Lines Account Manager

Our client, a Top 15 National Retail Insurance Brokerage with $1B+ annual revenue, is seeking a Sr. Commercial Account Manager to join their team in Tacoma or Seattle.

The ideal candidate has experience working a Commercial Insurance Real Estate book.

The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex Real Estate book of business.

Responsibilities

• Serve as primary client service contact for multiple real estate heavy accounts.
• Average accounts size are in the $75k+ range.
• Lead renewal meeting with producers and other account managers on team
• Identify account rounding and cross-sell opportunities 

Qualifications

• 5+ years industry experience including at least 3 years at the Account Manager level
• Real Estate account experience preferred
• P&C License
• Industry related certifications a plus
• College degree preferred, or equivalent experience

Salary Range – $95K-105K DOE

For additional information contact Michael Ubriaco, mubriaco@rogangroup.com or call

443-610-4109.

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.

Commercial Lines Account Manager

Our client, a Top 15 National Retail Insurance Brokerage with $1B+ annual revenue, is seeking a Commercial Account Manager in Nevada. Potential for in office, hybrid, or remote work schedule.

Client Facts:

• Top 15 National Broker
• 1B+ Revenue (190M Revenue in 3 State West Region)
• 70+ Offices nationally, 3500+ employees (25+ agency offices/570 EEs in West Region)
• Full-service firm: P&C, EB, HR Consulting, Wealth Management and Retirement
• Niches: Cannabis, Healthcare, MUNY, Non-Profit, PE, Senior Living, Tech (general business)
• PE backed

Duties:

• General Business book consisting of 500-600 small business accounts
• Working with accounts under $2,500 in revenue
• Advise Account Executive, Producer and/or management of potential problems on accounts
• Prepare Statements of Values and Summaries of Insurance as well as premium allocations, renewal worksheets, renewal submissions and proposals
• Market renewal accounts; negotiate terms and conditions with carriers
• Order, confirm and invoice new and renewal coverage upon receipt of Placement Sheet from Account Executive
• Oversee policy review for accuracy
• Order endorsement changes requested by insured
• Cross sale, quoting, and selling new business leads

Qualifications

• • Bachelor’s Degree preferred
  • Minimum of 3+ years Commercial Lines experience within a retail broker preferred
  • Proficient in Microsoft Office Suite
  • P&C License require

Comp: $70k-$80k + Bonus DOE

To discuss this position further, please contact Michael Ubriaco at mubriaco@rogangroup.com or call 443-610-4109.

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.

Agribusiness/Crop Insurance Producer

Insurance Agency Commercial Producer Wanted (Agribusiness/Crop) – TX, Midwest or Mountain States:

Our client, a national broker dealer with its HQ in Dallas, TX seeks to build out an Agribusiness & Livestock Insurance unit to work with their existing Financial Risk Management team that targets the same vertical. The Financial Risk Management Unit currently offers derivative products to stabilize crop & livestock pricing to farms and ranches. Our client will leverage their existing client base to provide national opportunities to drive insurance opportunities.

Client Profile:

• National Investment Banking Firm
• With Agribusiness Solutions Group (Financial Risk Management & Insurance Products)
• HQ – Dallas, TX
• Parent company employs over 5000 dedicated staff members.

Position Profile:

Our client is looking to add insurance solutions to its existing financial risk management portfolio that is sold to the agribusiness & livestock market (Growers/Farmers/Ranchers). With that goal in mind, we are looking to recruit proven CL Insurance Producers in this niche. Candidates will benefit from an established client list, where insurance products can be added to existing risk management solutions.

Compensation:

• Salary/Draw
• Aggressive Commission Splits

Qualifications:

• 5+ years of CL Ins Sales experience
• Niche expertise in Crop/Agribusiness & Livestock Insurance (i.e. MPCI, CRP)
• College Degree, P&C License
• Additional industry certifications are a plus (i.e., CPCU, ARM, CIC)
• Excellent communication skills

Reasons to consider:

• National Financial Services Firm, with 5,000+ staff
• Ability to help build new insurance unit
• Top compensation, benefits, and retirement plans