Employee Benefits Growth Leader

The Rogan Group, Inc. – a Risk & Insurance Management Recruiting firm is currently assisting a client, a Top 10 National Insurance Broker, with over $5+ Billion in Revenue and 100+ offices nationwide in recruiting an Employee Benefits Growth Leader for their Central Region.

The ideal candidate will focus on sales growth and possess a well – rounded multifaceted employee benefits background.

Agency Profile:

Top National Retail Insurance Broker
$5+ Billion in retail revenue
17,000+ Staff, 100+ Locations

Position Outline:

1. Manage 80 Producers
2. Recruit, Train and Mentor New Producers
3. Emphasis on Organic Growth, retention, and Culture
4. Middle Market focus, with all Funding FI, Level, SF and Captives
5. Added Value experience should include: Population Management, RX, Analytics, Wellness, etc.
6. Product Line – Medical, Dental, Vision, Life, Disability, Voluntary Benefits, HR Consulting, etc.
7. States to Manage – WI, MI, IA, IL, IN, OH, KS, MO, KY, OK, AR,TN, LA, MS,AL

Qualifications:

• 10+ years of Employee Benefits sales leadership experience in the insurance brokerage field with strong track record of meeting or exceeding KPI’s
• L&H license required
• College Degree, and advanced degree/insurance designations helpful

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.

Insurance Brokerage Sales Leader

Our client, a Top 50 National Insurance Broker is seeking a Sales/Growth Leader in Ohio. Someone sales-oriented to contribute to growth and sales energy. They have strong markets and operations. Looking to grow this office from $6M to 15M in revenue.

Client Profile:

• Founded: 1980’s
• Full Service Insurance Broker: CL, EB, and VIP PL
• $130M revenue
• HQ: CA with satellite locations across the country
• Niches: Auto Dealers, Construction, Healthcare, Non-profits, Transportation, and General CL
• Awards: Best Places to Work, Top 100 U.S. Insurance Broker, Fastest Growing Private Insurance Broker, etc.
• Pre-IPO Stage (Leadership Board stems from Top 5 National Brokers)

Location: 3 offices between Cleveland and Columbus

Requirements:

• Strong experience in the Commercial & Personal Lines space, with office leadership experience preferred.
• Generalist background with willingness and excite to grow in a variety of different verticals and niches.
• High sales energy and ability to build sales culture and KPI’s to promote revenue growth in the Ohio territory.
• Experienced in the Middle Market account space and ability to sell and lead in that space.
• Former background selling a company or being a part of an acquisition merger preferred.
• Ability to be in and around the 3 offices between Cleveland and Columbus.

Compensation:

Combination of Base, Bonus, and Equity. Equity will be based upon growth (Likely 10-15% of enterprise value on growth.)

For additional information contact:

Sean Morrison
Principal & Midwest Regional Manager

The Rogan Group, Inc. – Risk & Insurance Management Recruiting

Mobile: (443)-534-0326
smorrison@rogangroup.com

www.rogangroup.com

Sales Director – Retail Insurance Broker

Our client, a large PE backed, insurance brokerage with approx. $200M in revenue, with over 75 offices across 8 states, 70% Commercial/30% EB and Personal is seeking a Sales Director.

Position Outline and Responsibilities:

• Position will be someone that can build infrastructure around production.
• Drive consistent, measurable organic growth
• Producer Recruiting & Talent Acquisition and Training
• Vertical & Specialty Practice Development
• Carrier Relations
• Sales Infrastructure & Systems
• Create cross-selling programs between CL and EB

For additional information contact Ryan Rogan, rrogan@rogangroup.com or call 443-286-9451.

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at www.rogangroup.com.

Commercial Lines Account Manager

Our client, a Top National Broker client is looking for a Commercial Lines Account Manager that specializes in Commercial Transportation. Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team.

Key Responsibilities:

• Technical Competence: Maintain technical competence and industry expertise.

• Team Leadership: Direct daily activities of the account management team.

• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.

• Policy Management: Manage policy expirations and renewals.

• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.

• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.

• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.

• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.

• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

• Policy Compliance: Stay updated on company policies and procedures.

• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.

Ideal Candidate Qualifications:

• 3+ years of commercial lines account management experience

• Thorough knowledge of insurance brokerage and client needs

• Active P&C license
• Professional insurance designation (CIC or equivalent) a plus

• Exceptional customer service, communication, multitasking, and organizational skills

• Proficiency in MS Office (Outlook, Word, Excel)

What We Offer:

• Competitive salaries and bonus potential

• Company-paid health insurance

• Paid holidays, vacations, and sick time

• 401K with employer match

• Professional growth and career progression opportunities

• Respectful culture and work/family life balance

• Community service commitment

• Supportive teammates and a rewarding work environment

Salary Range

The expected pay range for this position is $70K to $100K per year, depending on experience, relevant skills, and geographic location.

For additional information contact

Kerry O’Donnell at kodonnell@rogangroup.com or call 443-752-9905.

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.

General Counsel

General Counsel – Rapidly Growing Real Estate Finance Platform – Remote

Position Summary
The General Counsel will serve as the lead legal resource supporting lending and transactional activities, with primary responsibility for reviewing, drafting, and negotiating loan documentation associated with complex real estate financing transactions. This individual will partner closely with business stakeholders to support deal execution, manage legal risk, and ensure compliance with applicable regulations while helping scale legal infrastructure to support organizational growth.

Key Responsibilities

• Draft, review, and negotiate loan and transaction documentation related to real estate financing activities, including bridge loans, term loans, and investor-focused rental loan products
• Provide legal guidance to lending, underwriting, servicing, and capital markets teams
• Advise internal stakeholders on regulatory compliance, legal risk, and transactional best practices
• Assist in developing standardized documentation, policies, and procedures to improve operational efficiency
• Supervise and support paralegal staff and manage workflow across legal support functions
• Coordinate with outside counsel on specialized legal matters when necessary
• Support new product development and strategic business initiatives
• Monitor legal and regulatory developments impacting real estate lending and investment financing

Qualifications

• Juris Doctor (JD) and active license to practice law in at least one U.S. jurisdiction
• 5+ years of legal experience with exposure to commercial lending, real estate finance, or structured finance transactions
• Experience drafting and negotiating loan documentation and related financing agreements, preferably involving products such as bridge or term lending structures
• Strong ability to deliver practical, business-oriented legal advice
• Prior experience supervising or mentoring legal support staff is a plus
• Excellent communication, organizational, and problem-solving skills
• Ability to operate effectively in a fast-paced, growth-oriented environment

For Additional Information Contact

Peter French

VP & Executive Recruiter, Legal Practice Lead

(443) 691-1494

Pfrench@rogangroup.com

The Rogan Group – Legal

Commercial Lines Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top 15 Large National Insurance Broker seeking a Commercial Account Manager in their Washington DC office.

Client Profile:

• Top 15 National Insurance Broker
• $1.5B in revenue
• 8, 500+ associates
• 100+ locations globally
• 11% growth rate
• Privately owned
• Named Best Places to Work
• Member Diversity & Inclusion Institute

Position Outline:

1. Overall Account and client day-to-day service management
2. Responsible for marketing/placement/servicing of select lines
3. Build and maintain client, carrier, and associate relationships
4. Support Producer when needed

Qualifications:

• 3+ years Commercial Lines Client Service Experience
• Bachelor’s degree preferred or equivalent education and/or experience required
• P&C Insurance License needed
• Insurance & Operations designations a plus (CPCU, ARM, P&C License)
• Strong Knowledge of MS Office Suite (Word, Outlook, Excel, and PowerPoint)

To discuss this position further, please contact Michael Ubriaco, mubriaco@rogangorup.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.

Wealth Advisor

Financial Advisor Opportunities – New England

Our client, one of the largest financial planning and investment advisory firms in the country is seeking a CFP-level Wealth Advisor to assume client relationships from three senior advisors nearing retirement in its Northern New England region. The role is focused on servicing, retaining, and expanding a legacy client base, while growing additional business through firm-sourced leads and personal production.

With 50+ branches nationwide and 500+ employees the firm is an independent fiduciary. They have grown to be one of the largest financial planning and investment advisory firms in the country, comprised of collaborative team members who share a commitment to excellence in everything they do.

New England Region Snapshot

• Region includes Portsmouth (NH), Newburyport (MA), Brunswick (ME), Augusta (ME), and Falmouth (ME).
• Built through three acquisitions over the past three years.
• Three senior advisors are transitioning out
• Legacy fee structures (20–40 bps) require a strategic transition approach.
• Advisor must be able to travel regularly throughout southern NH and northern MA.

Compensation

• Base Salary: $200K target; up to $250K for strong candidates.
• Revenue Sharing: 20% payout on transitioned clients; 40% on self-sourced clients.
• Guarantee Period: 18 months standard, flexible up to 24 months.
• Portable Book Bonus: 1x revenue payout (minus guaranteed payments).
• Large Book Flexibility: Up to 1.5x revenue or sign-on bonuses for high producers.

Ideal Candidate

• CFP or equivalent credential; 8–15+ years’ experience.
• Proven client relationship manager with succession experience.
• Skilled communicator with ability to earn trust during transitions.
• Motivated to grow beyond the inherited book.
• Residence or ability to travel frequently in southern NH / northern MA.

For additional information, please contact:
Ryan Rogan
📧 rrogan@rogangroup.com | 📞 443-913-6397

The Rogan Group, Inc. is an executive search firm specializing in Accounting & Finance, Insurance, Legal, and Wealth Management. Headquartered in Maryland with recruiters nationwide, we manage searches on a local, regional, and national basis.

👉 To explore additional opportunities, visit us at www.rogangroup.com.

Digital Asset Counsel

Our client, a rapidly growing broker-dealer and trading platform is seeking a Digital Asset Counsel to join their team in Florida. The company is expanding its digital asset and crypto business and looking for a counsel who can help shape their legal and regulatory strategy as crypto continues to evolve.

Responsibilities

• Advise on compliance with federal and state crypto/fintech regulations
• Guide development and launch of tokenized products and digital-asset offerings
• Draft, review, and negotiate complex crypto and financial-services contracts
• Partner with product, engineering, and business teams to ensure compliant product development
• Monitor evolving crypto regulations and provide proactive recommendations to leadership

Ideal Background

• JD from accredited law school; licensed and in good standing
• 3–5+ years of legal experience (law firm or in-house)
• Deep knowledge of cryptocurrency, blockchain, and fintech regulations
• Proven ability to navigate SEC, CFTC, FinCEN, and state money-transmitter laws
• Strong drafting, negotiation, and cross-functional communication skills
• Experience advising on tokenized securities, DeFi, or blockchain infrastructure projects a plus

 Reasons to Consider

• High-growth, post-IPO broker-dealer expanding into digital assets
• Visible role with direct access to executive leadership
• Competitive comp package with significant bonus and equity upside
• Opportunity to shape the company’s crypto legal strategy from the ground up
• Relocation support available

For additional information contact:

Peter French
VP & Executive Recruiter, Legal Practice Lead

(443) 691-1494

pfrench@rogangroup.com

The Rogan Group – Legal

Compliance Director

TRG Legal is actively working with a Top National Insurance Broker seeking a highly experienced Compliance Director to oversee their organization’s compliance with all legal and regulatory requirements. The Compliance Director will be a trusted advisor responsible for implementing policies, procedures, training and communications within various departments to ensure that the company as a whole operates in a legal and ethical manner. The ideal candidate for this position has a strong understanding of the insurance brokerage industry, compliance laws and regulations and a strategic mindset to implement the necessary changes in order to minimize risk.

Duties/Responsibilities:

• Develop and implement company policies, strategies and standards designed to ensure compliance with state and federal laws.
• Monitor business operations and conduct regular audits to ensure compliance.
• Protect company assets by tracking applicable laws and regulations and anticipating emerging compliance trends.
• Assess the business’s future growth ventures and initiatives to identify possible compliance risks.
• Develop compliance strategies and initiatives that align with company business objectives.
• Collaborate with company senior management across multiple departments to develop company governance guidelines.
• Establish operational compliance strategies by evaluating trends, establishing critical measurements, resolving issues, and implementing change within the company.
• Develop and implement investigation procedures for conducting compliance investigations and addressing potential or actual instances of non-compliance.

Qualifications:

• 7+ years experience as a Compliance Director or similar role.
• Prior experience in the insurance brokerage industry required
• Familiarity with insurance brokerage industry practices and professional standards.
• Understanding of insurance brokerage and other regulatory frameworks applicable to company.
• Strong organization, project management, and strategic planning skills
• Strong analytical and critical thinking skills.
• Strong supervisory and leadership skills.
• Proficient with Microsoft Office Suite, AMS, EPIC or related software programs.

To discuss this position further, please contact Peter French, VP & Executive Recruiter, Legal Practice Lead, The Rogan Group, Inc. (443) 691-1494 or pfrench@rogangroup.com The Rogan Group, Inc. – Legal