Transaction Advisor – Employee Benefits

Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill 2 positions with in their Transactional Advisory Unit. Looking for a Senior Employee Benefits Advisor and an Employee Benefits Advisor.

Ideal candidates should demonstrate a mastery of the employee benefits landscape, the private equity & due diligence space, and the ability to effectively communicate findings with clients and third parties.

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’ Employee Benefits with Private Equity & Due Diligence experience
  • Bachelor’s degree in Finance, Business, Accounting, or equivalent education and/or work experience. Relevant advanced degree (MBA or J.D.) preferred.
  • Understanding and successful completion of all Analyst roles with a willingness and capability to train and work in tandem with current Analysts.
  • Aptitude in mathematical calculations and general business acumen.
  • Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn how to effectively use various virtual data sites.

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.

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

Claims Associate

Our client, a Regional Insurance Broker in Baltimore, MD is seeking a Claims Associate. They are a subsidiary of a large Real Estate Development & Management Company. Compensation will include a base salary, and an incentive compensation plan (in addition to top benefits & retirement plans).

Client Profile:

  • Insurance Wing of a $500M Revenue Real Estate Company in Maryland
  • Real Estate Development/ Property Management Niche
  • Insurance Agency was established – 3 years ago

Position Outline:

  • Location: WFH, Candidate must live in Baltimore/Washington area
  • Responsible for assisting with general claim reporting for property, general liability and workers compensation claims, investigations, and reserve discussions across all divisions of the agency.
  • Manage the overall communication with claim adjusters and Third-Party Administrators (TPA’s) to ensure accurate and timely reporting of claims.
  • In addition, they will provide key reporting for the Company’s Workers Compensation Contractor Controlled Insurance Program (CCIP).

Qualifications:

  • 3+ years P&C Claims experience or Workers Comp Claims Adjusting
  • Experience in a retail insurance brokerage environment preferred
  • Bachelor’s degree required or work equivalent
  • Ability to travel to client meetings and various construction sites
  • Proficient with MS Office Products, Carrier Rating Programs

Comp: Flexible Base Salary + Incentive comp. (Depending on Experience)

For more information contact Michael Ubriaco, Recruiter at mubriaco@rogangroup.com or 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. www.rogangroup.com

Commercial Lines Account Executive (Real Estate Niche)

Our client, a Top 10 National Broker with over $3.5B in revenue and 10,000+ staff members is looking to fill a Commercial Lines Account Executive Role in their Real Estate Practice. Role will service and market a book of Large Accounts to include Commercial Real Estate, Office, Multi Family, Affordable Housing. Ideal candidate will be located in the Denver, CO. Candidate can do in-office, hybrid or WFH.

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:

  • 5+ years of large account service and placement experience within a retail broker (National Broker preferred
  • Must have commercial real estate/construction niche experience
  • Knowledge should include Wrap (OCIP,CCIP), Builders Risk, Layered Programs, etc.
  • Bachelor’s degree preferred or work equivalence
  • P&C license required
  • Additional Insurance Designations a plus

Strong base salary + bonus.

For additional information contact Ryan Rogan, rrogan@rogangroup.com or 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.

Employee Benefits Service Leader

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 an Employee Benefits Service Leader for New England. This position will be responsible for Employee Benefits Service Management for multiple locations throughout the Northeastern US, $25 million in revenue and 120+ team members.

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:

  • Title: EB Service Leader-New England
  • Supervise a team of Benefits Account Managers, Account Executives, and Marketing Team members
  • Collaborate with client service teams in preparing and delivering comprehensive financial reports for client health benefit plans
  • Setting KPI’s and procedures for service team members
  • Manage a Book of Business by leveraging data
  • Prepare routine financial reports for self-funded clients; review financial reports with clients
  • Assist clients in developing cost management and health risk management strategies

Qualifications:

  1. 5+ years of brokerage experience
  2. 3+ years of management experience is a plus
  3. Broad understanding of benefits underwriting guidelines
  4. familiarity with all lines of coverage
  5. L&H License
  6. Proficiency in VBA, Microsoft Access, Microsoft PowerPoint, and SQL is. a plus

For more information contact Cindy Carr at ccarr@rogangroup.com or call 410-707-8107.

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 Claims Manager

Senior Claims Manager

Our client, an MGA specializing in Commercial Auto Insurance is seeking a Claims Manager in the Philadelphia area. The position will serve as a primary contact for customers. Provide guidance and support to ensure timely, accurate and efficient claims handling and lead a team of claims examiners and adjusters.

Qualifications:

  • 7+ years claims handling experience, preferably focused on Property Damage and Bodily Injury claims
  • 5+ years supervisory or management role
  • In-depth knowledge of insurance principles, coverage policies, and claims handling
  • Proficiency in claims management software and other relevant technology
  • Bachelor’s degree
  • Additional Insurance certifications a plus

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.

Business Development Manager, Asian Practice

Business Development Manager, National Asian Practice

This role will be responsible for developing and executing a strategic plan to deepen our relationship with carriers, brokers, clients, and sales managers in order to help maximize the organic and inorganic growth of the practice and the company overall.

Company Profile:

* Parent – Top 12 National Insurance Broker (with 1B+ in revenue)
* Part of nationally ranked Wholesale Brokerage (250M+ in additional revenue)
* Above entities are PE Backed with 1300%+ appreciation of stock in last year
* 100 offices/3500 employees

Position Outline (New Business Wholesale Broker):

  1. Build and manage relationships with carriers and brokers
  2. Understand corporate business strategies. Develop, formulate and implement growth strategies for our company.
  3. Maximizes revenue opportunities by establishing effective carrier commission agreements and relationships across industry and product specialties.
  4. Utilize your carrier leadership relationships to know about, evaluate, and react to their new product development, underwriting strategies, and organizational changes.
  5. Identifies new product opportunities offered by carriers for further business development.

Qualifications:

Must Have:

  1. Bachelor’s degree required, though commensurate experience would be considered.
  2. At least 7 years of experience in the insurance industry property and casualty in a senior sales, marketing or underwriting role.
  3. High degree of business acumen is required.
  4. Significant industry knowledge required.
  5. Must be knowledgeable of industry standards and regulations.
  6. Addresses problems and issues constructively to find mutually acceptable and practical business solutions.
  7. Works effectively as a leader with all levels of the organization.
  8. Must be proficient in Microsoft office tools, including Excel and PowerPoint.

Preferred to Have:

  1. Excess and Surplus Lines experience is highly preferred
  2. Bilingual (English/Mandarin) preferred

For additional information contact Cindy Carr, ccarr@rogangroup.com or call 410-707-8107.

The Rogan Group, Inc. – is a Risk & Insurance Recruiting firm, that works on a national basis. To review our firm or current job openings, visit www.rogangroup.com

Commercial Lines Account Manager

Our client, a leading independent broker in the Greater Philadelphia area is seeking 2-3 Commercial Lines Account Managers for their growing agency. Candidate will service mid-size accounts with a few large accounts mixed in.

 Company:

  • $8M in revenue
  • 50+ years in business
  • 35 Employees
  • 90% CL and 10%PL no EB

 Position Overview:

  • Manages clients’ day to day service needs by working with team members to ensure requests are met
  • Understands carriers’ rating processes and performs contract review of coverage terms
  • Requests renewal information and updates applications
  • Proactively analyzes each account to ensure comprehensive coverage is provided
  • Works directly with Producers, Underwriters, Clients, Service Team and other departments to maintain current information in the agency management system

Qualifications:

  • 5+ years commercial lines account management experience
  • Strong knowledge of P&C coverages
  • Proficient with Microsoft Office products
  • EPIC experience a plus
  • P&C license
  • Bachelor’s degree or equivalent work experience
  • Additional Insurance Designations a plus

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

Surety Account Executive

The Rogan Group, Inc. a Risk and Insurance Management Recruiting firm is assisting a national insurance brokerage client in identifying a Surety Account Executive candidate to join their team in their Kansas City Office. Position can be WFH but will require travel within the Greater Kansas City area.

Our client is a Top 10 National Insurance Broker, with 4,000 staff and 150 locations.

Client Profile:

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

Position Outline:

  • Meets with new and existing clients to develop and review information concerning client operations
  • Consults with clients concerning operational issues impacting surety credit; offer surety-oriented risk management recommendations/solutions to improve client risk profile
  • Develops strategies with customer’s input to address surety-related issues/concerns to maximize the available bond program
  • Analyzes and presents underwriting information to the surety company with specific recommendations for surety support
  • Conducts ongoing management and maintenance of client surety programs through regular meetings with client ownership/senior management and the surety underwriting team
  • Performs financial reviews and provides analytical presentations of the information to the applicable underwriting team
  • Actively participates in construction and surety related associations; maintains regular interaction with surety company personnel
  • Supervises and coordinates Account Manager performance as it relates to account specific activities

Qualifications:

  • A minimum of 5 years of surety industry related experience preferred
  • P&C license or willingness to obtain immediately during the initial course of employment
  • College degree preferred
  • Proficient in insurance agency management systems AMS 360 a plus
  • Ability to travel to occasional meetings or networking events

To discuss this candidate further, please contact Ben Levin, Southeast Regional Leader, The Rogan Group, Inc. 443-257-5659 or blevin@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.

Regional Growth Leader – Retail Broker in PNW

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 Regional Growth Leader in the PNW. This position will be responsible for Commercial Lines and Employee Benefits Growth Strategy for a $25M revenue region with 100+ employees.

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 – Regional Growth Leader

Duties:

  1. Working directly with Producers and the Regional Leaders to ensure the sales team has a strategy and the resources required to meet individual production plans.
  2. Work with sales associates of newly acquired agencies to ensure integration
  3. Partner with Regional Leaders to hire, train and mentor Commercial and EB Producers
  4. P&L responsibility PNW Region
  5. 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 Cooper Allshouse, callshouse@rogangroup.com or call

443-394-7047.

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.

Western Region Private Client Executive

Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Western Regional Private Client Executive to lead their client service team. Will be responsible for ensuring an outstanding level of service and lead a team of service staff. The is a WFH position for someone in the Western US.

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

Role Responsibilities:

  • Locations: AZ, CA, CO, ID, NV, OR, UT, WA, WY
  • Leads and executes the regional strategy to deliver exceptional client service
  • Develops and executes regional growth strategies and leads the team to accomplish those goals
  • Ensures Associates deliver quality client service and interactions
  • Ensures Associates are equipped to navigate market challenges and negotiate on behalf of our customers for new and renewal business.
  • Invested in coaching, mentoring, and ensuring programs are implemented for the professional development and continued growth of the associates.
  • Develops and maintains annual budget and business plan including budget and salary requirements.
  • Documents transactions into management systems and holds team members accountable
  • Conducts regular account review with clients to ensure their insurance needs are met
  • Facilitates communication and collaboration with producers as needed to keep associates and clients engaged and informed
  • Initiates involvement of Unit Manager, Team Lead, Producer, or other company resources as needed
  • Adapts to changing landscape, evolves quickly to evolving trends and emerging technologies.
  • Research industry trends and governmental regulations.
  • Performs other responsibilities and duties as needed.

Qualifications:

  • Bachelor’s degree in business administration and/or 7-10 years of equivalent experience, with a minimum of two years in brokerage consulting.
  • Experience managing a personal lines book of business for HNW clients in the music/art/film entertainment working directly with business management firms/key stakeholders to handle the needs of their personal insurance clients.
  • Understands industry trends and governmental regulations.
  • Be able to lead client renewal strategy meetings and conversations with internal teams and the client.
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint

For additional information contact Kerry O’Donnell, kodonnell@rogangroup.com or call 443-752-9905

General Liability Production Underwriter

General Liability Production Underwriter (Atlanta or Baltimore)

Our client, a Top National Specialty Broker is seeking a General Liability Production Underwriter for their Habitational  unit.

Client Profile:

* Top 5 Wholesale Broker

* 3,000 Staff

* 100+ Offices in US, UK and Europe

* Divisions: Wholesale, Binding and Underwriting Management

* NYSE Company

* 10%+ Organic Growth Rate

Qualifications:

  • Must have technical underwriting skills and also be able to work with the brokers
  • Need strong casualty underwriting background
  • Real Estate account experience preferred
  • Carrier underwriting experience preferred but could also come from another specialty broker
  • Insurance designations a plus

Competitive salary + bonus and possible sign-on bonus.

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.

High-Net-Worth Client Manager and Placement Specialist

We are assisting our client, a Top 50 PE backed National Insurance Broker, to locate candidates for 2 positions, a HNW Personal Lines Client Manager and HNW Placement/Marketing specialist for their western region.

Our client has seen tremendous growth, adding team members and offices across the country. They have multiple offices in 24 states coast to coast. While their size affords them the resources of a large broker they have a local brokerage feel and environment for their customers.

Client Overview:

  • Top 50 National Broker
  • $180M+ in revenue
  • Over 500 employees
  • Private Equity backed
  • Services offered: Commercial Lines, Personal Lines, Employee Benefits, Retirement and Risk Management Services

Positions:

#1 HNW Placement/Marketing (Western Region – Remote or Hybrid)

  • Support new or renewal placements
  • Support new business initiatives working along side the Producer, Account Executive and Account Manager
  • Assist Service Team and Practice Leader
  • Remarket complex accounts, especially non-renewal strategy (i.e, California brush, coastal exposures, travel and security, some commercial lines)
  • Account rounding, working closely with Personal Lines, Commercial Lines and Employee Benefits team
  • A minimum of 7 years experience in similar role
  • P&C license required
  • Insurance designations a plus
  • College degree preferred

#2 HNW Client Manager (Western Region – Remote or Hybrid)

  • Servicing a book of High-Net-Worth client accounts
  • Market renewals
  • Prepares proposals
  • 10+ years related insurance experience
  • P&C license required
  • College degree preferred
  • Additional insurance designations a plus

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