Account Executive – Private Equity and Due Diligence

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage client with identifying an Account Executive who would support a Private Equity book and handle normal service responsibilities as well as Due Diligence reports. They are looking for someone with transactional experience that can really hit the ground running!

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:

• Locations: NYC or Atlanta
• Report directly to the Practice leaders for the unit
• Manager the workflow of assigned book
• Daily service and marketing
  
• Responsible for all facets of day-to-day client servicing
• Work with Private Equity Firms
• Preparation and delivery of stewardship reports
• Provide recommendations for insurance program improvements
• Facilitate renewal strategy meeting with client
• Facilitate client renewal strategy meeting with underwriter(s)
• Prepare proposals and make presentations to clients
• Collaborate with originators in establishing relationships, converting due diligence targets to ongoing clients and helping to develop opportunities

Qualifications Client Executive:

• 5+ years of experience as a Commercial Account Manager within a retail brokerage
• 3+ Years Due Diligence and PE experience
• 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: 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.

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Client Executive – PE/Due Diligence

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage in identifying a Client Executive who would support a Private Equity book and handle normal service responsibilities as well as Due Diligence reports. Our client is open to training a strong up and comer with P&C experience.

Client Profile :

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

Position Outline:

• Locations: Can be Remote and sit anywhere in the country 
• Manager the workflow of assigned book
• Account Rounding
• Daily service and marketing
  
• Responsible for all facets of day-to-day client servicing
• Preparation and delivery of stewardship reports
• Provide recommendations for insurance program improvements
• Facilitate renewal strategy meeting with client
• Facilitate client renewal strategy meeting with underwriter(s)
• Support RFP, Due Diligence and all sales activity, the level of complexity of due diligence projects will vary based an AE’s level of experience

Qualifications Client Executive:

• 1 – 5 years of experience as a Commercial Account Manager within a retail brokerage
• Any Due Diligence and PE 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
• EPIC experience is a plus 
• Excellent software skills
• Ability to self-manage
• Entrepreneurial Spirit
• Team Player

Salary: 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.

EB Captive Division COO

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a National Captive Insurance Management Administrator in identifying a COO to lead the operations of the EB Captive Division. Our client has been named Captive Manager of the Year multiple times by Captive Review and is now PE backed and experiencing accelerated growth!

Client Profile:

• Founded –2006
• Solutions in risk management for captives, mutuals, RRGs, and other insurance entities
• HQ – Birmingham, AL (offices in AL, GA, FL, TN, TX, VT and partnerships in the Cayman Islands)
• Parent Company – 100m (and growing) revenue PE backed Alternative Risk Insurance Company, with focus in middle market and SMB clients in P&C and Employee Benefits.

Position Outline:

• 1. Title – COO EB Captive Division
• 2. Will lead daily operations of EB Captive Management Division

 Oversight of:

• Plan Design/Governance
• Underwriting/Enrollment/Reinsurance/Stop Loss
• Analytics/Service/Retention
• Staff Management/Workflow & Procedures/IT
• Best Practices/Top & Bottom-Line Results
• New Business Sales (working with sales team) & Spheres of Influence
• Vendor & Carrier Relations
• Location: Birmingham, AL
• Report to: CEO

Reasons to consider:

• Established Captive Management Company (Captive Manager of the Year, multiple times!)
• Ability to manage and grow EB Captive in fast growth, PE backed environment
• Career path for growth
• Competitive compensation, with incentive bonus programs
• CEO is nationally recognized player in Captive Management/Alternative Risk Industry
• Awards: Captive Manager of Year (2x), Runner-Up (5x)
• Backed by 39B “Assets Under Management” Private Equity firm
• Relocations Assistance available

To discuss this position further, please contact Dan Rogan, President, The Rogan Group, Inc. 800-440-0082 or drogan@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

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Wholesale Broker

Our client, a national workers’ compensation wholesaler located in New England, seeks to recruit a New Business Broker to their team. This position can be located anywhere in the U.S. and will focus on generating new business in the middle market arena (100k in premium and up) for the firm’s Healthcare Sector Division. 

• Company Profile:
• * Parent – Top 12 National Insurance Broker (with 1B+ in revenue)
• Part of nationally ranked Wholesale Brokerage (250M+ in additional revenue)
• WC Wholesale unit has 160M in written Premium (was founded in 1997)
• The above entities are PE-Backed with 1300%+ appreciation of stock in last year
• 100 offices/3500 employees

Position Outline (New Business Wholesale Broker):

• Will work to achieve NB goals in Middle Market sector, by delivering the value proposition to healthcare sector clients
• Build out and educate the agent network
• Develop relations with carrier underwriting partners
• Healthcare niche includes in-home companion care agencies, independent/retirement communities, skilled nursing facilities and rehab centres
• This is a WFH or In-Office role, and can be located anywhere in the U.S.

Qualifications:

• 5+ years of Wholesale Brokering, Carrier Production Underwriting or Retail Agency Production experience
• General Workers Compensation knowledge (and experience with the Healthcare Sector is a PLUS)
• Experience developing a agent network
• Ability to develop a strategic sales plan, and execute that plan
• Solid verbal & written communication skills
• BA Degree, or comparable work experience (P&C License within 120 days of hire)

To discuss this position further, please call Cindy Carr, NE Region Recruiting Leader, The Rogan Group, Inc. at 410-707-8107 or email ccarr@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.

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

Talent Acquisition Specialist

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top 10 National Broker with filling a Talent Acquisition Specialist role in Orange County or Los Angeles. The client is a “Best Places to Work” employer and has been name “Top National Agency” by two trade magazines.

Client Profile:

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

Position Outline:

• Talent Acquisition will be working with the service team to fill their open roles
• Ideal candidate should have at least 3 years talent acquisition/recruiting experience
• Insurance industry knowledge/experience preferred

Reasons to join:

• A “Best Place to work”
• Strong compensation plan
• Tremendous resources on a growing team
• Commitment to Diversity and Inclusion

To discuss this position further 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.

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

Commercial Lines Account Executive – Large Accounts

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top 10 National Broker in identifying a Large Account Commercial Lines Account Executive in Orange County. The client is a “Best Places to Work” employer and has been names “Top National Agency” by two trade magazines.

This opportunity will be mostly work from home with some in office meetings.

Client Profile:

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

Position Outline:

• Top Level Client Executive
• Preferred expertise with Complex Risk, Large and Multi-National Operations, Alternative Risk, Captive and Self-Insurance
• Will work with Producers as a technical resource
• Marketing/placement responsibilities
• Client facing
• 5+ years experience
• P&C license
• Additional Insurance Designations a plus

Reasons to join:

• A “Best Place to work”
• Remote/work from home option
• Strong compensation plan
• Tremendous resources on a growing team
• Commitment to Diversity and Inclusion

To discuss this position further 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.

Employee Benefits Account Manager

Our client, a Large Regional Insurance Broker is seeking an Employee Benefits Account Manager for their fastest growing team. Responsible for daily servicing of a book of business. Responsibilities include plan design consultation, plan implementation, enrollment services, technology support, and employee communication.

Our client is open to work from home, in the office work or a hybrid of both.

Client Profile:

• Top 100 National Broker
• Insurance Journal’s “Best Agency to Work For”
• Insurance, Employee Benefits and Risk Advisory Firm
• Est. 1971 – Staff over 300 – Over $50M Revenue
• Full-service firm – P&C, EB, CL, PL, Risk Advisory

Position Outline:

• Location:Greater Milwaukee Area
• The Book is heavy in self funded and hospitality specific clients
• Self-Funded experience is not required but is helpful
• Handle advanced client, producer, and insurer service (such as billing and claims resolution)
• Coordinate the training of Human Resources/Benefit Administrators as necessary
• Support Producer and Client Executive
• Maintain Vendor and Carrier Relationship
• Maintain Client Relationships

Qualifications:

• 4-7+ years Group Benefits brokerage
• BA degree is a plus
• MA L&H license
• Highly organized
• Highly self motivated is a must
• Proficient in agency management systems

Comp: Based on expereince

For more information contact Kerry O’Donnell, Recruiter at kodonnell@rogangroup.com or (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.

Account Executive – Financial Niche

Our client, a large regional broker in Northern CA. is seeking an Account Executive for their Financial Niche. The position will have direct client service responsibilities working with a broad range of clients including complex provide company clients and prospects on P&C and Management Liability products.

Client Profile:

• 8 offices throughout Northern CA and Washington
• $150M+ in revenue
• $1.2B Valuation
• Private Equity Backed
• “Tech Enabled” Insurance Broker Specializing in 14 industries
• Voted “Top Places to Work in Bay Area” 2017
• Stock given to ALL employees

Position Outline:

• Title: Account Executive – Financial Niche
• Responsible for managing assigned book of business
• Manage client relationships
• Create cross-selling opportunities

Qualifications:

• Minimum of 5 years industry experience specifically with negotiation, placement and presentation of private/tech company
• Strong understanding of P&C and Management Liability Lines
• Bachelor’s degree preferred
• CA P&C License
• Advanced knowledge of Microsoft Office Products

To discuss this position further, please contact Cooper Allshouse, Recruiter – Northern CA, The Rogan Group, Inc. 443-394-7047 or callshouse@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

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

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Head of Underwriting

Our client, an international leader in the insurance market for the Cannabis industry is looking to recruit the Head of Underwriting for their P&C unit.

Client Profile:

• MGU (HQ – CA)
• Private Equity-backed
• Go to Market for Cannabis, CBD, and Hemp Industry
• Product line available in Canada and U.S.

Job Outline:

• Title: Head of Underwriting – P&C Division
• Report Directly Into the C- Suite
• Develop new business for territory. Develop new business with Cannabis, CBD, and Hemp.
• Relationship & education development of broker channel (local, regional & national brokers).
• Recruit New Production underwriters
• Mentor Junior Staff
• Enhanced client experience and accelerated growth with top-tier partners.
• Product line: CL, Property, Excess Liability, Products Liability, Management Liability, WC, Cargo and Crop
• Classes of business: Cultivators, Processors, Harvesters, Manufacturers, Wholesalers, Distributors, Retailers, Transport, Labs, Security, etc. (Seed to Shop)

Qualifications:

• 10+ years of Insurance Production Underwriter/Marketing/Brokering experience (Wholesale Broker/MGU/Carrier levels)
• 4+ Years of Management Experience is a plus
• Retail agent/broker channel development skills
• Product line experience with (some or all) – GL, Property, Excess Liability, Products Liability, management Liability, WC and Crop
• Cannabis/CBD/Hemp niche experience helpful but not mandatory
• Relationship management professional with a record of success
• BA/BS Degree (advanced degree and/or additional insurance designations are a plus)

To discuss further, please call Hannah Rogan at 443 366 1209 or hrogan@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.

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

Accounting Assistant/Bookkeeper

Our client, one of New York’s leading independent insurance consulting agencies is seeking an Accounting Assistant/Bookkeeper for their NYC office. This position has the opportunity to work from home 2-3 days a week.

Client Profile:

• Founded in 1973
• Privately owned brokerage firm
• Headquartered in NYC with branch office in Westchester
• 45 EE
• $80 in premium (60% commercial and 40% personal lines)

Position/Qualifications:

• Title: Accounting Assistant/ Bookkeeper
• Familiar with Insurance Accounting
• Cash application, AP, AR, Commission payable, Direct bill commission reconciliation, collections, and Premium Financing.
• AMS360 experience preferred
• Must know excel and word.

Salary: $60K – $75K Depending on Experience

For more information contact:

Cindy Carr – Northeast Region EVP

ccarr@rogangroup.com

Off 443-394-7045 / Cell 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.

Health and Benefits Recruiter

Our client, a Top National Broker is seeking Health and Benefits Recruiter in either their Chicago or St. Louis office. This individual will handle the full recruitment cycle for opens throughout the midwest.

Client Profile:

• Top 10 National Retail Broker
• $1.5B in annual revenue, 65,000 clients, 5,500 EE’s, 100+ offices
• 11 time recipient – “Best Places to Work in Insurance”
• Full Services – CL, PL, EB
• Niches: Construction, Real Estate, Energy, Hospitality, Tech, etc.

Position Outline:

• Title: Health and Benefits Recruiter
• Location: Chicago or St. Louis
• Develop and drive the associate talent acquisition strategy for the Mid west
• Work with hiring managers to build and develop their teams
• Proactively build a pipeline
• Utilize the firms brand and social to build bench strength
• Manage about 20 Job openings

Qualifications:

1. 5+ years of related experience
2. 2+ years of Brokerage experience is a plus
3. An understanding of all employee benefits roles within a Retail Brokerage is a must

Salary: Competitive

For more information contact Kerry O’Donnell kodonnell@rogangroup.com or (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.

Service Team Members – Top National Brokerage

The Rogan Group, Inc. a Risk & Management Insurance Recruiting firm is assisting a national insurance brokerage client in identifying service team members for their tech/ life science, real estate, construction, or healthcare niches.

Client Profile:

• Middle Market Division of Top 3 National Insurance Broker
• 2B revenue division
• Full Services Broker with regional name recognition and national broker resources
• 100M in California based revenue (entire state)
• Niches: Construction, Education, Energy, Financial Institutions, Healthcare, Life Science, Non-Profit, Real Estate, etc.

Position Outline – Client Manager:

• Locations : San Francisco Bay Area
• Manager the workflow of assigned book
• Account Rounding
• Daily service and marketing
  

Position Outline – Client Service Executive:

• Daily service for middle market book of business
• Marketing/placement responsibilities
• Client facing
• Work with producers
• Oversight of Client Managers assisting on book
• General Support of the Producers

Qualifications Client Manager:

• 5+ years experience as a Commercial Account Manager within a Retail Brokerage
• 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

Qualifications Client Executive:

• 5+ years experience as a Commercial Account Manager within a retail brokerage
• 3+ Years as a Commercial Account Executive within a retail brokerage
• Management 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: Based on Experience 

To discuss this position further, please contact Cooper Allshouse at 443-394-7047 or callshouse@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

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