Employee Benefits Account Executive/Team Lead

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top 10 National Broker in identifying an Employee Benefits Account Executive/Team Lead in Dallas, TX. The client is a “Best Places to Work” employer and has been names “Top National Agency” by two trade magazines.

Client Profile:

  • Top 10 National Broker
  • $1 Billion+ Revenue
  • 100+ Offices across the U.S and Canada
  • Specializes in Mid-Size Companies

Position Outline:

  • Marketing
  • Client Service/Client facing
  • Large accounts both fully insured and self-funded
  • Producer Support
  • Proposals and presentations

Qualifications:

  • 7+ years employee benefits experience within a retail brokerage
  • Large account and self-funded experience preferred
  • College degree preferred
  • P&C license
  • Additional insurance designations preferred
  • Proficiency with Agency Management software

For additional information contact Matt Grossman, 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.

Commercial Lines Account Executive or Sr. Account Manager

Our client, a Top 10 National Broker with over $3.5B in revenue and 10,000+ staff members is looking to bring on a Commercial Lines Senior Account Manager or Account Executive that specializes in Real Estate to their Downers Grove, IL office.

The Commercial Lines Senior Account Manager/Account Executive works collaboratively with the Risk Consultants managing a book of business. Coordinates and provides day-to-day service for Real Estate clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Client Profile:

  • Top 10 National Insurance Broker
  • Over $3.5B in revenue
  • 10,000+ staff
  • 400+ locations globally
  • 15% growth rate
  • Privately owned
  • Named Best Places to Work

Qualifications:

  • At least 3 years of experience in a Senior Account Manager/Account Executive role in insurance brokerage environment.
  • Bachelor’s degree preferred
  • P&C License required or able to obtain within 120 days from hire
  • Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)

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.

Transactional Advisory Leader

Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Leadership role in their Transactional Advisory Unit in the Midwest.

Ideal candidate should demonstrate mastery of EB and/or P&C, the private equity industry and play a role in the due diligence process. Also, overseeing a team of high performing M&A associates that interact with Private equity clients. The leader role will ensure that the team is meeting the needs of the Private Equity clients by evaluating current practice, identify gaps in coverage, areas of opportunity and present strategic roadmap to key stakeholders, including Executive Committee.

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:

  • 10+ years’ experience working with private equity clients focused on P&C and/or Employee Benefits insurance
  • Ability to analyze and interpret exposure, financial and loss information and develop recommendations and strategies to support of the business goals and objectives of the PE firm or the portfolio company.
  • Deep understanding of insurance/risk management or employee benefits concepts and their application to Clients’ needs
  • Experience in managing people / leading a team. This includes the recruiting, onboarding, training and development of people.
  • Willingness and ability to work in a hybrid work environment which will require a commitment to be in office to lead the Practice based in the Midwest

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.

 

Commercial Lines Account Manager

Our client, a Top 10 National Broker with over $3.5B in revenue and 10,000+ staff members is looking to bring on a Commercial Lines Account Manager to work in a hybrid setting out of their Kansas City, MO office.

The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Client Profile:

  • Top 10 National Insurance Broker
  • Over $3.5B in revenue
  • 10,000+ staff
  • 400+ locations globally
  • 15% growth rate
  • Privately owned
  • Named Best Places to Work

Qualifications:

  • At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.
  • Bachelors Degree preferred
  • P&C License required or able to obtain within 120 days from hire
  • Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)
  • Experience in a variety of different industries (Real Estate, Construction, Manufacturing, Distribution, etc.)

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.

 

Account Executive – Commercial Property/Real Estate

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 Account Executive specializing in Property/Real Estate. This position will be responsible for a complex book of business. Responsible for marketing/placement and day to day servicing.

Client:

  • Top 10 U.S. Privately Held Insurance Broker (w/PE Sponsor)
  • $1.5 B in revenue
  • 4,000 EE’
  • 150 locations
  • 5x winner Best Places to Work
  • Full-service broker – P&C, EB, PCS, Actuarial and Financial/Wealth Management

Responsibilities:

  • Responsible for overall Service, Placement and Business Development management on an assigned book of business
  • Day to Day client servicing
  • Cross selling and account rounding on assigned book of house business
  • Assist Producers on prospective opportunities
  • Participation in written and oral RFP presentations
  • Act as “Property Expert” for the Central Region – Assisting others with Placement/Client issues as needed

Qualifications:

  • 7+ Years of experience in a Property & Casualty brokerage environment
  • Deep technical knowledge of Property & Casualty business – Large/Complex Real Estate Programs preferred
  • Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
  • P&C license
  • CPCU and/or CRM Designation Preferred
  • Construction Knowledge (OCCIP/CCIP) knowledge a plus

For additional information contact Cooper Allshouse at callshouse@rogangroup.com or Sean Morrison, smorrison@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.

Licensing and Contracting Manager – Life and Annuity

Licensing and Contracting Manager – Life & Annuity IMO – Houston, TX

Our client, a Top IMO in Life & Annuity is seeking a Licensing and Contracting Manager. Responsible for leading, training and coaching their Licensing and Contracting team in the greater Houston area.

Company has over 400 employees, 40+ locations across US.

Position Outline:

This is a management role but will require hands-on work with the L&C team. Organizing, compiling data and submitting required information on a timely basis with various insurance companies. Processing incoming contract paperwork, verifying agent profile updates for Errors and Omissions coverage, W-9s and Anti-Money Laundering courses. Researching and investigating return items in mail or reports generated from the administrative system.

 

Qualifications:

  • 3+ years related Life and/or Annuity Licensing experience
  • 2+ years insurance industry Leadership experience
  • Ability to manage a team
  • Microsoft Office Suite experience

 

Compensation:

  • $58,000 – 75,000 + bonus
  • Excellent benefits package to include medical, dental, vision, life, other
  • 401k match
  • Relo package possible

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. 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.

Personal Lines Account Manager

Our client, a Growing Independent Retail Broker, located in the Greater Sacramento area is actively looking to recruit a Personal Lines Account Manager to their team. This opportunity can be hybrid, remote or in-office. Please find the job description below for your review, if you or anyone you know is currently open to new opportunities, please reach out.

Client Profile:

  • Family owned
  • Approximately $3M revenue
  • 20+ employees
  • Principal Owner has 30+ years experience
  • Niches: construction, restaurants, auto repair & body shops, transportation, and more

Job Description:

  • Build strong relationships with Carrier Representatives and Clients.
  • Market Account Renewals and negotiate with Company Underwriters
  • Assist in new business generation (Cross-sell, Account Rounding, Referrals)
  • Assist Sales Producers as needed
  • Ongoing Account Management and Customer Service
  • Process Client Service requests and submit information to carriers
  • Prepare Proposals and Invoices
  • Maintain knowledge of all lines of coverage

Qualifications:

  • 2+ years experience in account management within a retail broker
  • Personal Lines insurance product knowledge
  • Property & Casualty License – CA
  • Applied EPIC experience preferred
  • Carrier rating system experience

Compensation:

  • Base Salary: $60,000 – 75,000
  • Medical, Dental, and Vision Insurance offered
  • 401k match
  • Competitive vacation package

To discuss this opportunity further, please contact Cooper Allshouse, Recruiter/N. CA and PNW Manager, The Rogan Group, Inc. 443-394-7047 or callshouse@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

Employee Benefits Account Executive/Account Manager

Our client, one of the Largest and Fastest Growing Top Insurance Brokerages in the US is seeking an Employee Benefits Account Executive/Account Manager to join their team in Southern CA.

Client Profile:

  • Top 10 National Broker
  • $3+ B in revenue
  • Total 40 offices in 21 states and over 5,000 staff members

Position Outline:

  • Marketing
  • Client Service/Client facing
  • Large accounts both fully insured and self-funded
  • Producer Support
  • Proposals and presentations

Qualifications:

  • 7+ years employee benefits experience within a retail brokerage
  • Large account and self-funded experience preferred
  • College degree preferred
  • P&C license
  • Additional insurance designations preferred
  • Proficiency with Agency Management software

For additional information contact Matt Grossman, 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.

Sr. Commercial Lines Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Large Regional Insurance Brokerage client in identifying Commercial Lines Senior Account Manager in Southern California.

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/Requirements

  • 5+ years of account management experience or commercial sales
  • Bachelor’s degree in business, finance, risk management, or other related fields is preferred.
  • Insurance designation such as CIC, CPCU, CRM or other related programs or the ability and willingness to attain designation within 18 months as Account Executive.
  • Current Property & Casualty insurance license.
  • 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.

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

Commercial Lines Account Manager

Our client, a Large Regional Insurance Broker is seeking Senior Commercial Line Middle Market Account Managers for their office in Chicagoland. Responsible for daily servicing and Marketing a book of business. Responsibilities include client and carrier relationship management, policy related service, accounts receivable management and file management.

Our client has a hybrid work schedule.

Client Profile:

  • Top 10 National Broker
  • Insurance Journal’s “Best Agency to Work For”
  • Insurance, Employee Benefits and Risk Advisory Firm
  • Chicagoland area offices have over 300 staff members and over $50M Revenue
  • Full-service firm – P&C, EB, CL, PL, Risk Advisory

Position Outline:

  • Servicing & retention of existing accounts
  • Marketing
  • Providing customer service to an established and specific book of business
  • Support management team on carrier relationships and automation initiatives
  • Sustains open communication and interaction with carriers
  • Handle other duties as assigned

Qualifications:

  • 5+ years Commercial Lines Account Management experience
  • Experience with Mid-size commercial accounts
  • Bachelor’s degree required
  • P&C license
  • Proficient with Microsoft Word and Excel
  • EPIC agency management experience preferred

Comp: $90-125k DOE

For more information contact Sean Morrison, smorrison@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.

COO – Insurance Brokerage

Our growing insurance broker client is seeking a COO to oversee operations of their 20+ locations. Their focus is on standard personal lines and small business accounts.

Company Outline

  • $25M in revenue/$12.5 EBITA
  • Formed in 2022 as a vehicle to acquire, stabilize, standardize and grow consumer lined insurance brokerages.
  • 20+ acquisitions of small brokers to date located in 10 different states
  • Owner using his own capital in conjunction with Regional Banks and various other investment partners
  • Currently 75% PL and 25% small commercial
  • 300+ carriers, Top: Safeco, Travelers, Nationwide

Position:

Title: Insurance Growth Agency COO

Location: WFH, willing to travel

Responsibilities:

  • Oversee and manage day to day operations for all areas of the growing retail agency, to include acquisitions
  • Accountability for implementing the agency strategic plans
  • Lines of business include Personal Lines, Commercial Lines (EB might be an addition with future acquisitions)
  • Management of all business units to include – Sales, Service, Marketing (Placement), Operations, Automation, HR, Accounting/Finance, etc.
  • Implement processes and procedures/KPI’s across the platform
  • Integration of new acquisitions/Onboarding
  • Act as a resource for new agency partners
  • Member of the Executive Team
  • Collaborating cross-functionally with sales, IT, and other departments to streamline operations and enhance efficiency

Qualifications:

  • Minimum of 10 years of progressive experience within the insurance agency domain, demonstrating strong leadership capabilities
  • Proven expertise in managing Property & Casualty operations
  • Experience with agency integration a plus
  • A Bachelor’s degree is required, with advanced degrees and insurance designations being advantageous.

Reasons to consider:

  • Opportunity with a rapidly growing company with National footprint
  • Comp package includes competitive salary, bonus and equity opportunity
  • Local Agency Presence with National Brokerage Capabilities

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. 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 – Transportation

Our client, a premier risk management consultant and insurance broker in California with an emphasis on middle to large commercial accounts is seeking a Commercial Lines Account Manager for their Transportation/Trucking unit.

Position Outline:

  • Seeking someone with Transportation/Trucking Account Management experience, will consider a generalist
  • Service and marketing experience required
  • Applied EPIC experience a must
  • $20-150k revenue accounts
  • Fleets up to 60 vehicles
  • Fully remote – CA account experience required

For additional information contact Matt Grossman, 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.

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

The Rogan Group