Employee Benefits Account Manager

Top 20 National Insurance Broker seeks EB Account Manager for TX Location

Our client, a $50M+ revenue insurance agency is seeking to recruit an Employee Benefits Account Manager to their team in TX. The position will be out of their Houston, TX office.

Client Profile :

  • Founded 1975
  • 50+M in revenue
  • Full-service firm – EB, P&C and Wealth Management
  • Office close-knit, family culture
  • National resources, with regional feel

Account Manager Outline:

  • Minimum of 5 years Employee Benefits experience
  • Mid-level client facing position
  • Manage accounts 100-750+ lives
  • Fully funded experience a must, self-funded a plus
  • Proficiency with Microsoft Office and with an Agency Management System
  • Bachelor’s degree preferred
  • L&H license required
  • Professional Insurance Certifications a plus
  • Salary: $65 – $75k depending on experience

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.

Program Underwriter

Our client, a Top 5 National Specialty Broker seeks to recruit a Program Underwriter to their team in Maryland. This position will be focused on building a profitable book.
We can consider candidates that come from Carriers, Wholesalers and/or Specialty Brokers. Please review the overview below and call to inquire.

Client Profile:

* Top 5 National Specialty Broker

* Revenue – 1.725B (41% growth from 2021 to 2022)

* 3,000 Staff

* 100+ Offices in US, UK and Europe

* Divisions: Wholesale, Binding and Underwriting Management

* NYSE Company

* 10%+ Organic Growth Rate

Position Profile:

* Specialty Program Underwriter

* Duties:

  • Underwriter will focus on developing and maintaining a profitable book of business by building relationships with internal and external stakeholders.
  • This role requires an eye on high quality submissions, discussions regarding pricing with the agent and guidance to other coverages appropriate for the insured.
  • Submissions are analyzed in accordance with guidelines set forth within authority granted from appointed E&S, admitted and non-admitted carriers.
  • Underwriter work closely with other Underwriting colleagues (junior and senior) as well as Underwriting Assistants in the prioritization and processing of the quotes including risk evaluation, pricing and terms and conditions.
  • The primary role of the Underwriter includes (1) external selling and negotiating, problem solving and relationship management and (2) the effective use of company and carrier specific technology to control E&O exposure and ensure the timely and accurate disposition of policies and endorsements within contractually bound timeframes.
  • Underwriter is also accountable for achieving premium budget forecasts, profit and loss, and business development in the assigned territory.

 

Qualifications:

  1. Minimum of 5 years Commercial Underwriting experience within a Specialty Broker, Wholesaler or Carrier
  2. Program experience preferred
  3. Security Guard program experience a plus but not required
  4. Strong analytical and negotiating skills
  5. Basic computer skills including MS Office Suite
  6. Bachelor’s degree preferred
  7. Insurance certificates and designations a plus

Reasons to consider:

  1. Ability to “own” a niche program
  2. Compensation growth based on ability and work ethic to grow the book
  3. Upward mobility
  4. Build a career with a fast-growing Top 5 National Specialty Broker

To discuss the openings further, please call:

  1. Michael Ubriaco, Insurance Recruiter, The Rogan Group, Inc. at 443-610-4109 and mubriaco@rogangroup.com

Or

  1. Ryan Rogan, Insurance Recruiter, The Rogan Group, Inc. at 443-913-6397 and 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.

Clinical Risk Consultant

Our client, a Regional Insurance Broker in the Greater Los Angeles area is seeking Clinical Risk Consultant.  Our client was established in 1999, in 2019 acquired by Top 10 National Broker. Specializing in Healthcare industry.

Position Outline:

  • Responsible for assisting and supporting current and potential Senior Care clients
  • Providing quality improvements, loss prevention and control assistance with sample tools, education and recommendations
  • Position is work from home but requires travel to clients for site visits

Qualifications:

  • Registered Nurse with 5-10 years clinical and operational levels experience
  • Experience working with Senior Living facilities (nursing homes, assisted living, home healthcare, etc)
  • ARM, CPHRM Certifications preferred
  • Working knowledge of Risk Management, Employee safety and OSHA guidelines, Financial Risk Transfer concepts, medical malpractice and healthcare related claims
  • Ability to prepare and present detailed risk management plans based on global carrier data, current loss ratio, claims information and risk identified

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.

Commercial Lines Marketing Account Executive

Our client, a Top 10 National broker is seeking a Marketing Account Executive for their South Florida office. Ideal candidate will have a niche focus.

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:

  • Organize and coordinate internal activities on accounts
  • Assist the producer in the maintenance of existing accounts
  • Assist producer in the production of new business
  • Prepare and submit company applications to select underwriters and obtain desired commitments
  • Develop and maintain strong market relationships of an advanced nature

Qualifications:

  • A minimum of 7 years commercial lines experience
  • Middle Market or Large Account experience
  • P&C License
  • Additional Insurance Designations a plus

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.

Commercial Producer

Commercial Producer (Moving & Storage or Transportation):

Our client a Top 10 National Insurance Broker, with over 1B in revenue and 100+ offices seeks to drive organic growth through the recruitment of established, proven Producers across the Country. We offer a national footprint, top resources, and a comp plan that will include Top Commissions and an Equity play for Wealth Creation. If you aren’t getting 30%+ on your renewal and don’t have equity, give us a call to explore!

Agency Profile:

Top 10 National Broker

$1B Revenue

2,500 staff, 100 locations

Niches: Aviation, Construction, Entertainment, Fine Arts, Healthcare, Education, E&O, Marine, MUNY, Private Equity, Real Estate, Transportation, etc

Added Value: Analytics, Captives, Claims, Cyber, EB, Environmental, Management Liability, Reinsurance, Surety

Also owns $530 Million Specialty Wholesale Broker

Revenue Growth: 250% since 2016

Stock Appreciation: 1,400%+ since 2013

20% of staff are equity owners! One class of stock!

Firm ownership: 52% staff, 48% Private Equity (Kelso)

Resources and compensation for recruited candidates:

Multi Year Salary/Draw Flexibility

30/30 new and renewal commission splits

Cross sale commissions (new and renewal)

Equity Plays (Wealth Creation)

T&E Paid, no chargebacks to producers

Established Niches (see above) and no geographic restrictions

Dedicated AM’s, AE’s, and Centralized Marketing

Added Value – Analytics, Claims, Risk Management and Loss Control

To discuss this position further, call Matt Grossman, TRG at 443-394-6009 or mgrossman@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.

Commercial Lines Account Manager

Our client, an independent insurance broker with $14M in revenue with 140+ employees and 5 offices is seeking a Commercial Lines Account Manager to service and market a commercial lines book of business. Location is Brooklyn, NY or NJ.

Qualifications:

  • 3+ years commercial lines experience
  • Healthcare, Real Estate/Construction or Non-profit experience a plus but not mandatory
  • EPIC Agency Management system a plus

Salary: $70,000 – $100,000 depending on experience

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.

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 Senior Commercial Lines Account Managers and Commercial Lines Assistant Account Managers in Orange County, CA.

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:

  • Maintain accurate and current detail information in the Sagitta System
  • Maintain electronic files in accordance with agency procedures
  • Review all non-standard certificate orders
  • 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; instruct Account Assistant as needed
  • Order endorsement changes requested by insured
  • Maintain Expiration Log with current information

Qualifications:

  • Bachelor’s Degree preferred
  • Minimum of 3+ years CL experience within a retail broker preferred
  • Outstanding organizational skills
  • Knowledge of AMS360 a plus
  • Proficient in Microsoft Office Suite
  • P&C License require

Comp: $55-100K DOE

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.

Employee Benefits Practice Leader

Our client, a 45M+ revenue independent insurance agency based in MI seeks to recruit a dynamic Practice Leader for their Employee Benefits Large Account Division. This position will lead a 10M+ revenue division, that as an aggressive growth plan. This is an agency partner opportunity, and we are seeking candidates that have retail agency background and proven experience leading high growth EB teams.

Client Profile:

* 75-year history

* 45+ million in revenue

* 150+ EE’s

* Multiple location in MI & OH

* Privately held firm, with multiple partners

* Full-service firm – CL, EB and Personal Lines

* Niches – Transportation, RE, Hospitality, Food & Agri, Construction, Tech/Life Science

* Added Value Services: RM, Loss Control, Claims, Analytics, Benchmarking

* Awards: Best Places to Work 2021 (3 publications), Best Insurance Agency, Insurance Journal

Position Profile:

Title: Employee Benefits Large Account Practice Leader

Job Description:

Leadership & Team Management:

  • Provide strong leadership to the employee benefits team, fostering a collaborative and high-performance culture.
  • Recruit, train, and mentor team members, ensuring their professional development and growth.
  • Assign tasks and responsibilities, monitor performance, and conduct regular performance reviews.
  • Client Management
  • Serve as the primary point of contact for large group clients, building strong relationships and understanding their specific needs and objectives.
  • Lead client presentations, discussions, and negotiations related to benefit program design, renewal strategies, and cost containment initiatives.

Strategic Planning:

  • Develop and implement strategic plans to expand the large group practice, drive revenue growth, and achieve profitability targets.
  • Stay informed about industry trends, regulatory changes, and market dynamics to proactively adjust strategies and offerings.
  • Employee Benefits Consulting
  • Provide expert consultation to clients on employee benefits programs, including health, dental, vision, disability, retirement, and other related offerings.
  • Analyze and evaluate benefit plan designs, costs, and options to develop tailored recommendations that align with client objectives.
  • Client Retention & Growth
  • Proactively identify opportunities to enhance and improve client benefits programs, addressing challenges and offering innovative solutions.
  • Collaborate with the sales team to identify cross-selling and upselling opportunities within existing large group accounts.

Client Retention & Growth:

  • Enhance and improve client benefit programs.
  • Develop cross-selling and upselling opportunities.

Compliance & Regulatory Oversight:

  • Stay up to date with federal and state regulations governing employee benefits, ensuring client plans remain compliant.
  • Provide guidance on regulatory changes and their impact on client benefit offerings. Financial Management
  • Monitor financial performance of large group accounts, tracking revenue, expenses, and profitability.

Financial Management:

  • Work with finance teams to develop accurate budget forecasts and expense projections.

Additional:

  • Vision, Business Plan, Operations & Staff Management, Sales Leadership, Recruiting, Carrier Relations, M&A, Agency Executive Team Participation.
  • Lead 10M revenue unit with 5-15 direct reports (structuring team now).

Qualifications:

  1. BA Degree (Advanced degree/designations desired)
  2. 5+ years of large account EB experience
  3. Team or Practice Leadership experience
  4. In-depth EB knowledge (Products, Programs and Trends)
  5. Excellent communication skills, carrier relations and presentation abilities
  6. Relevant software & tools (benefit administration, CRM’s, MS Office, etc.)

Reasons to consider:

  1. Leadership & Equity opportunity in Top 100 national insurance agency.
  2. Ability to grow established 10M revenue large account EB unit.
  3. Top compensation model (salary, STB and Profit Share Plans).

For additional information contact Kerry O’Donnell, 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.

Sr. Employee Benefits Account Manager

Our client, a Large Independent Insurance Broker is seeking a Senior Employee Benefits Account Manager in Wilmington, DE.

With over 75+ staff member, our client is a “Top Insurance Brokerage” according to Philadelphia’s Business Journal.

Position:

  • Responsible for managing client relationships
  • Day to day service and marketing
  • Coordinate responsibilities with account managers
  • Hybrid work schedule, 2-3 days in office

Qualifications:

  • 5+ years related employee benefits experience
  • L&H License
  • 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. 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 Account Executive

Our client, a Large Regional Broker in Upstate NY is seeking an Employee Benefits Account Executive for a Director position. This is a growth position with potential for Profit Center Leader role in the future. Voted “Best Place to Work in NY”.

Title: Director of Client Strategy

Reasons to consider:

  • Growth opportunities
  • Unlimited PTO
  • Paid parental leave
  • Strong compensation and benefits plan to include a healthy 401k match
  • Flexible/Hybrid work schedule
  • Work/Life balance is a priority to this employer

Company Outline:

  • Upstate NY Location
  • 50 staff members
  • Establish over 100 years ago

Position Outline:

  • Client facing
  • Technical expertise and strong client relationships and retention
  • Service and new and renewal marketing
  • Oversee a team of Account Managers
  • Ability to think outside the box
  • Self-funded experience a plus

For additional information contact Gaye Rogan, grogan@rogangroup.com, (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.

Employee Benefits Producer

Top 50 National Broker seeks Employee Benefits Producer

Our client, a Top 50 P/C Broker, is looking to recruit a proven Employee Benefits Producers to their teams in the Greater NYC area (New Jersey, Connecticut, and/or New York). Currently the firm has three P&C offices in this region that will refer leads to the Employee Benefits Producers.

Agency Overview:

60 M+ revenue agency

20 M revenue in benefits regionally

HQ in Buffalo, with over 10 Regional Offices

Has 3 offices in metro NYC

Position Outline:

EB unit target is 50-500 lives sector.

EB accounts include self-funded and fully insured accounts.

EB unit has wellness and various added value resources.

This position will produce new business and handle account rounding leads

Compensation:

Base Salary until Validation

Strong Commission splits

To discuss this position further, please contact Cindy Carr, Northeast Region EVP, ccarr@rogangroup.com or 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.

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

Commercial Lines Account Executive

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Large National Insurance Broker seeking a Commercial Account Executive with Real Estate niche in their New York City 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:

Title: Account Executive – Real Estate Niche

Core Responsibilities:

  1. Servicing and marketing the needs of clients to maximize company revenue
  2. Informed of client’s overall business, operations and risk management needs
  3. Build and maintain client, carrier, and associate relationships
  4. Support Producer when needed
  5. Coordinate the renewal of current client business
  6. Oversee the client servicing managed by Account Managers
  7. Mentors and develops junior Associates

Qualifications:

  • 8+ years Commercial Lines Client Service Experience
  • Ability to lead a service team
  • Real Estate account experience
  • Bachelor’s degree preferred or equivalent education and/or experience required
  • P&C Insurance License needed
  • Insurance & Operations designations desired (CPCU, ARM, P&C License)
  • Strong Knowledge of MS Office Suite (Word, Outlook, Excel, and PowerPoint)

To discuss this position further, please contact Ryan Rogan, rrogan@rogangroup.com or call 443-913-6397.

The Rogan Group