HNW/Personal Lines Account Manager

Our client, a growing Insurance Broker based in Bergen County NJ is seeking a Personal Lines Account Manager. Very competitive salary + bonus and benefits package. This role can be fully remote.

This positions will act as the primary client relationship manager with responsibility for overall account servicing to new and existing Personal Lines Clients.

Duties:

  • Title: Personal Lines Account Manager
  • Day to day service and management of HNW book of business
  • Address client questions regarding premiums and billing statements
  • Provide claims counseling and assistance during the claim settlement process
  • Evaluate policy coverage terms and limits
  • Prepare re-marketing results and provide a detailed renewal review to discuss with the client
  • Implement new/renewal program and provide client with detailed evidence of coverage
  • Cross-sell/upgrade existing coverage and/or present additional coverages as needed

Qualifications:

  • 8+ years retail agency experience in Personal Lines
  • Sports & Entertainment experience is a plus
  • HNW experience needed
  • P&C license
  • Proficient with MS office products
  • Knowledge of insurance coverage and terminology
  • Insurance designations a plus

If you would like to discuss this position further, please call Cindy Carr 443-394-7045 or email ccarr@rogangroup.com.

The Rogan Group, Inc. – is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We 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 Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com

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

BookKeeper

Our client, a growing Insurance Broker based in Northern NJ is seeking a well-rounded Bookkeeper.

Duties:

  • Title: Bookkeeper
  • Responsible for General Ledger including Accounts Payable, Accounts Receivable, and Commission Payable
  • Prepare monthly management and producer commission payable reports.
  • Prepare reconciliation of carrier commission statements. Resolve accounting discrepancies with insurance carriers and/or producers.
  • Prepare monthly and annual financial statements.
  • Responsible for maintaining the budget using both Excel & Agency Management system.


Qualifications:

  • Insurance Agency Bookkeeping Experience: 3-5 years (Preferred)
  • Experience using an Agency Management System (Applied/TAM highly desired)
  • Active NJ Insurance License (preferred) • MS Office, Excel, and Word Proficiency
  • Excellent Communication Skills
  • Excellent organizational Skills and Attention to Detail
  • Highly Motivated and a Team Player

Our client is offering a competitive salary and benefit package, to go along with a progressive work environment that offers career advancement.

To discuss this position further, please call Cindy Carr, NE Regional Recruiting Manager at 443-394-7045 or email at ccarr@rogangroup.com

The Rogan Group, Inc. – is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We 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 Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com

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

Employee Benefits Practice Leader

Our client, a Top 10 National Insurance Broker is seeking an Employee Benefits Practice Leader to join their team in Southern Ca. The position will be accountable for all aspects of Employee Benefits service and will have direct reports.

Company Profile:

  • Top 10 Insurance Broker
  • 14,000 employees Internationally
  • 500+ Office around the world
  • Full-Service Shop
  • Great work-life balance

Position Outline:

  • Location: Southern CA
  • Unit size: $50M and 75 staff
  • Direct reports: 5 to start
  • 90% fully insured and 10% self-funded
  • Work closely with producers
  • Travel required to offices throughout LA and OC
  • Automation: BenefitPoint

Qualifications:

  • 10+ years EB Insurance experience within agency, brokerage or benefits consulting firm
  • Self-funded experience a must
  • Experience as hands-on manager required
  • Bachelor’s degree
  • L&H license

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.

VIP/High Net Worth Senior Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a regional insurance brokerage client in identifying a VIP/PL SR Account Manager to join their high end regional agency. Our client’s leadership has a three generational history in San Francisco area which brings an unmatched reputation and expertise in Risk Management and Insurance Services. Candidates will benefit from this long-respected history together with the newest in technology support systems.

Client Profile:

  • Founded 2012 – (re-establishment of family brokerage with 50 year history)
  • Privately held
  • Full service brokerage firm servicing individuals, businesses & non-profits
  • Focus – PL, EB, Specialty & Middle Market Commercial
  • CEO comes from National Broker
  • 60+ EE’s (established service and marketing teams)
  • Target niches – construction, non-profit, real estate, VIP personal lines
  • Added value Services – claims, RM and loss control, surety and analytics

 

 

Role overview:

  • Location: Remote (Midwest/Texas focused)
  • Check policy coverages and endorsement for accuracy and relevance, including rating calculations
  • Process endorsements, placement request and invoicing
  • Support two Producers on accounts ranging from $40K – $100K in premium
  • Assist with Accounting department on research of premium charges
  • Perform other duties specified by the Account Executive team

Qualifications:

  • 3+ years in HNW/VIP space
  • Highly technical
  • Experience with all personal lines of coverage
  • Great people management skills
  • Hand worker and a team player

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.

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

Assistant Personal Lines Account Executive

Our client, a Top 10 National Insurance broker is seeking an Assistant Personal Lines Account Executive to assist account handlers and provide technical support.

Position Outline:

  • Assistant Account Executive
  • Location – Remote reporting to Long Island office

Duties:

  • Check policy coverages and endorsement for accuracy and relevance, including rating calculations
  • Process endorsements, placement request and invoicing
  • Assist with Accounting department on research of premium charges
  • Perform other duties specified by the Account Executive team

Qualifications:

  • 2+ years Personal Lines experience
  • Knowledge of personal lines coverage
  • Proficient in Excel and Word a must
  • Experience in Epic Applied systems a plus
  • Valid P&C license preferred
  • Bachelor’s degree required

For more information contact Cindy Carr, at 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.

Personal Lines Account Executive

Our client, a Top 10 National Insurance broker is seeking a Personal Lines Account Executive to service a Personal Lines book.

Position Outline:

  • Account Executive
  • Location – Remote reporting to Long Island office

Duties:

  • Perform accurate, thorough reviews of client coverage, exposure and pricing.
  • Communicate those recommendations to the client in a timely manner.
  • Process endorsements, placement request and invoicing
  • Maintain working knowledge of all available carriers/products

Qualifications:

  • Minimum of 3 years Personal Lines Account Management experience
  • Excellent knowledge of all personal lines coverage and carriers
  • Ability to use various carrier online rating systems
  • Strong organizational skills and ability to prioritize and handle a high volume desk
  • Proficient in Microsoft Office
  • Experience in Epic Applied systems a plus
  • Valid P&C license
  • Bachelor’s degree required

For more information contact Cindy Carr, at 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.

Assistant Employee Benefits Account Executive

Assistant Employee Benefits Account Executive – Wholesale (Large Broker – Long Island, NY)

Our client, a Large National Insurance Broker is seeking an Assistant Account Executive to work in their Wholesale EB department to service new and existing Individual and Small Group  accounts.

Position Outline:

  • Service and monitor new and existing accounts
  • Coordinate account activity
  • Evaluate existing coverage’s and make recommendations as needed
  • Go to client meetings or open enrollment as needed
  • Manage renewal process
  • Interact with carriers
  • Process new business
  • Candidate can work Remote

Qualifications:

  • 2+ years related employee benefits experience
  • Bachelor’s degree
  • Wholesale brokerage experience a plus
  • Computer literacy – Proficient in MS Office (Excel Proficient a must)

For more information contact Cindy Carr, ccarr@rogangroup.com or call (443) 394-7045.

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 and Account Manager

Our client, a Top 20 National Insurance Broker is seeking an Employee Benefits Account Executive and Account Manager for their Milwaukee office. Our client has seen tremendous growth globally is looking to continue on that path. They have received the Best Place to Work in 2021 by Business Insurance Magazine and is a proud member of business insurance’s Diversity and Inclusion institute.

Client Profile:

  • Top 10 National Broker
  • 5,000 + Staff Members
  • Over 40,000 clients in the U.S. and Abroad
  • International experience
  • 11% historic growth rate and 48 years of consecutive growth
  • Named “Best Places to Work” – Business Insurance Magazine

Position Outline:

  • Titles: Employee Benefits Account Executive and Account Manager
  • Client facing service role
  • Plan review, design, and placement
  • Account size 500-5,000 EEs
  • Producer, Internal Stakeholders, Client and Carrier Relations

Qualifications:

  • A minimum of 5 years employee benefits experience within a retail broker preferred for the Account Manager
  • 7+ years of employee benefits experience within a retail broker preferred for the Account Executive
  • Knowledgeable in healthcare products
  • Self-funded experience a plus
  • Proficient in Microsoft Office Suite
  • L&H License required

Salary: Competitive – Based on experience

For more 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.

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

Employee Benefits Account Manager

Our client, a Top 20 National Insurance Broker is seeking an Employee Benefits Account Manager in Chicago. Our client has seen tremendous growth globally and is looking to continue on that path. They have received the Best Place to Work in 2021 by Business Insurance Magazine and are a proud member of business insurance’s Diversity and Inclusion Institute.

Client Profile:

  • Top 10 National Broker
  • 5,000 + Staff Members
  • Over 40,000 clients in the U.S. and Abroad
  • International experience
  • 11% historic growth rate and 48 years of consecutive growth
  • Named “Best Places to Work” – Business Insurance Magazine

Position Outline:

  • Title: Employee Benefits Account Manager
  • Client facing service role
  • Plan review, design, and placement
  • Account size 500-5,000 EEs
  • Producer, Internal Stakeholders, Client and Carrier Relations

Qualifications:

  • Minimum of 5 years of employee benefits experience within a retail broker preferred
  • Knowledgeable in healthcare products
  • Self-funded experience a plus
  • Proficient in Microsoft Office Suite
  • L&H License required

Salary: Competitive – Based on experience

For more 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.

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

Commercial Lines Account Manager

Our client, a Large Regional Broker headquartered in Northern CA is seeking a Small Account Commercial Lines Account Manager. Looking for candidate interested in career growth.

Client Profile:

  • HQ: Northern CA
  • Started: 1973
  • Offices: 5 Northern CA Locations
  • Partnered with a Top 10 National Broker
  • Staff: 45+ employees

Position Outline:

  • Remote, prefer someone on West Coast to work with West Coast clients
  • 100% small account book of business
  • Account sizes $1,500-$10,000
  • Total book $340,000 in revenue
  • Coverages: GL, property, as well as EPLI, D&O, E&O and Cyber
  • Ideal candidate will have experience with EPIC
  • P&C license a must
  • Experience with standard market carriers

For more 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. 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.

Broker – Reps and Warranties

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage client in recruiting a Broker for their Reps and Warranties unit. This is a close-knit unit that is seeing large growth.

Client Profile :

  • Founded in 1939
  • Top Five National Brokerage
  • This unit is a national resource for all PE clients and Due Diligence
  • 300+ locations and 8,000 employees
  • Full-Service Brokerage
  • Voted as best place to work multiple years in a row

Position Outline:

  • Title: Broker
  • Marketing efforts, underwriting submissions, placements, review and M&A processes
  • Analyzes, tracks, and prepares reports about deal activity and team placements
  • Responsible for Marketing/Placement of Private Equity Clients 
  • Manage client renewal and marketing process on assigned clients
  • Work with carriers to negotiate Property Placements for all Reps and Warranties

Qualifications Client Executive:

  • 5+ years of experience in Commercial Insurance
  • 2+ Years as a broker
  • 3+ Years of Private Equity Experience is a Plus
  • P&C License required
  • CPCU, ARM, CIC or CISR designations a plus
  • Bachelor’s degree or the equivalent combination of education and experience
  • Excellent software skills
  • Ability to self-manage
  • Entrepreneurial Spirit
  • Team Player

Salary : $155 – $200 + Bonus Depending on Experience

To discuss this position further, please contact Hannah Rogan at hrogan@rogangroup.com or 4433661209

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.

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

Senior Analyst

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage client in a recruiting a Senior Analyst for their Reps and Warranties unit. This is a close-knit unit who is seeing booming growth.

Client Profile :

  • Founded in 1939
  • Top Five National Brokerage
  • This unit is a national resource for all PE clients and Due Diligence
  • 300+ locations and 8,000 employees
  • Full-Service Brokerage
  • Voted as best place to work multiple years in a row

Position Outline:

  • Title: Senior Analyst
  • Locations: NYC or Atlanta
  • Compilations of underwriting information and coverage placement, loss forecasting and analysis
  • Prepare submissions for Transactional Insurance Products
  • Prepare summaries of NBILs
  • Understand and assist with negotiation of policy forms
  • Prepare and coach clients and advisors on Underwriting Call strategies.
  • Pulls and analyzes claims data to guide renewal discussions.
  • Review accuracy of all policies, changes/endorsements, audits and other documents and assist in delivery of such documentation to clients.
  • Overall Maintain Client and Carrier realtionships

Qualifications Client Executive:

  • 2+ years of experience in Commercial Insurance
  • 1+ Years of Private Equity Experience is Appreciated
  • P&C License required
  • CPCU, ARM, CIC or CISR designations a plus
  • Bachelor’s degree or the equivalent combination of education and experience
  • Excellent software skills
  • Ability to self-manage
  • Entrepreneurial Spirit
  • Team Player

Salary : $80 – $95 Depending on Experience

To discuss this position further, please contact Hannah Rogan at hrogan@rogangroup.com or 4433661209

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.

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

The Rogan Group