Benefits Account Coordinator

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance brokerage client in identifying a Benefits Account Coordinator. 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:

• Provide support to the account managers and Account Executives
• Prepare materials required for meetings and presentations
• Request or obtain Census from client or benefits enrollment system
• Develop Renewal Request emails for Account Manager(s) or Account Executives to review
• Support in RFP Preparation and carrier follow-up
• Prepare materials required for formal client presentations using appropriate templates
• Assist in reviewing the Spreadsheet of Carrier Proposals
• Conduct Peer Review of Presentations
• Draft Final Sold Confirmations & Carrier Termination Notices
• Collaborate with Account Managers for the implementation of new carriers and new plans

Qualifications:

• Bachelor’s Degree preferred
• Minimum of 1.5+ years EB experience within a retail broker preferred
• outstanding organizational skills
• Proficient in Microsoft Office Suite
• L&H License require

Comp: $52K to $65K 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 offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. 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

Personal Lines Senior Account Executive (Mid-Atlantic Region)

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a dynamic and innovative boutique insurance brokerage firm in identifying a Personal Lines Sr. Account Executive to represent the company with their High-Net-Worth clients in the Mid-Atlantic Region. Our client’s leadership has a strong history in the PNW area which brings an unmatched reputation for service. Candidates benefits from this long-respected history and the latest in high technology support systems.

Client Profile:

• Founded 2012 – (re-establishment of family brokerage with 50 a 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, social services, real estate, VIP personal lines
• Added value Services – claims, RM and loss control, surety and analytics

Position Outline:

• Mentor associates and play leadership role in the Personal Lines unit, claims management, and carrier relationships. Create/update process workflows where needed.
• Attend carrier and industry functions when possible as company representative
• Represent the company in professional/leadership COI relationship building in local area and other locations with Director
• Assist Director in hiring process for all future roles
• Pro-actively advise clients to exceed the client’s service expectations
• Perform pre-renewal processes per the company guidelines
• Manage expiration reports, renewals, and endorsements in a timely manner
• Advise and educate clients regarding coverage, exclusions, and exposures
• Conduct face to face or video conference meetings as regular COI and client communication
• Respond to and resolve client issues regarding coverage questions and/or other related issues
• Maintain appropriate documentation in EPIC of service, marketing, and policy communications with clients and carriers
• Negotiate rates and coverage terms with insurers and MGAs for optimal client results
• Professionally represent company with premier insurers and manage carrier updates
• Report claims and act as liaison/advocate for client through entire process
• Assist in the growth, retention, and marketing of the designated book of business
• Proactively identify new business opportunities with team, current clients, new prospect

Qualification:

• Minimum of five years personal lines experience
• Experience with High-Net-Worth accounts a plus
• Current Property & Casualty License
• Strong working knowledge of insurance carrier websites and proficient in their rating systems
• Excellent communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
• Good time-management skills, organizational skills, multi-tasking skills and ability to prioritize
• Ability to work as part of a team, independently, lead and mentor
• Proficiency with Microsoft Suite Applications
• Experience using EPIC is preferred
• Insurance designations such as CIC or CISR a plus

Salary: $80,000 – $120,000 Depending on Experience

For more information contact Cindy Foster, cfoster@rogangroup.com or call (410) 513-6775.

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 Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance brokerage client in identifying Two Middle Market Account Manager for their Chicago office.

Client Profile:

• Founded –1828
• Top 5 International Insurance Broker
• Servicing more than 140 countries
• Full Services – CL, PL, EB, Executive/Management Liability, Retirement, Programs, International

Position Outline:

• Middle Market Account Manager
• Location : Chicago

Duties:

• Client facing service and renewal underwriting
• Renewal strategy (plan review, service plans, gap analysis, etc.)
• General Service (binding, invoicing, endorsements, meeting coordination)

Qualifications:

• 5+ years of commercial retail insurance agency experience
• P&C knowledge
• Client facing service and renewal marketing experience
• Excellent written and verbal communication skills needed
• BA Degree (or Equivalent work experience), P&C License
• Ins Designation are a plus

Reasons to consider:

• Local name recognition, with international resources
• Top pay plan, benefits, profit share plan, 401k w/match
• Professional and technical growth opportunities
• A strong team empowered to make decisions

To discuss this position further, please contact Kerry O’Donnell, The Rogan Group, Inc. 443-752-9905 or kodonnell@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. 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 Producer

Our client is a 4^th generation, family-owned firm that has the support of a large national broker behind them. With $8.5M in revenue this company has grown exponentially YOY for 20 consecutive years! To keep up with and continue this tradition of growth, they are currently looking to add a Commercial Lines Producer to the team in the Greater Philadelphia region.

As dedicated members of their community, they receive a consistent flow of qualified referral business from COIs. The candidate will not only be highly responsive to these referrals but will be just as eager to go out and uncover new business, utilizing a consultative approach.

Client Profile:

• Private equity backed, large family-owned local firm
• Focus: 80% Commercial Lines; 20% Personal (high net worth), Life & Employee Benefits
• Target niches – Real Estate & Professional Services

Position Outline:

• 3+ years of commercial insurance production experience
• Philadelphia-based – will consider NJ and Pittsburgh candidates as well
• Candidates will benefit from strong support and marketing teams
• Producer Toolbox: full back-office support for marketing, claims, billing & tech PLUS the experience of a tenured team who want you to succeed
• Salary PLUS commission! 40/25
• Full benefits and 401K plan with match

For more information contact Cindy Foster, cfoster@rogangroup.com or call 41-513-6775.

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 http://www.rogangroup.com

Commercial Lines Account Executive (Healthcare Niche)

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a Top 10 National Broker in identifying a Commercial Lines Account Executive within the Healthcare niche in Southern CA. 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 duties include but not limited to:

• Daily service for middle market Healthcare book of business (Hospitals, Senior Living Facilities, etc.)
• Marketing/placement responsibilities
• Client facing
• Work with producers
• Oversight of Client Managers assisting on book

Reasons to join:

• A “Best Place to work”
• Remote/work from home option
• $100-150k salary (DOE)
• 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.

Commercial Associate Account Executive

Our client, a top national agency, is looking for an Associate Account Executive To assist account handlers in processing daily account activity in their Long Island office.

• Associate Account Executive
• Location – Long Island

Duties:

• Renewals (plan review, service plans, gap analysis, etc.)
• General Service (binding, invoicing, endorsements, meeting coordination)
• Manage and service a Middle Market book
• Support producers and senior service staff

Qualifications:

• 1 – 2 years of commercial retail insurance agency experience
• Excellent written and verbal communication skills needed
• Computer literate in Word, Excel, and PowerPoint
• Highly detail-oriented
• Ability to multi-task

Comp: $75,000 – $85,000 depending on experience

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. From offices in Maryland 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 Brokerage sector with Production and Management openings being a great percentage of our assignments. 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 http://www.rogangroup.com

Commercial AE – Real Estate

Our client, a top national agency, is looking for an Account Executive to service their middle market accounts in their Long Island office. This role must have some Real Estate account experience.

Commercial Lines Account Manager

Commercial Lines Account Manager – Greater DC Region (Partial WFH)

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a privately held insurance agency to recruit an Account Manager/Jr Account Executive to service middle-market commercial lines accounts and a smaller percentage of high-net worth personal lines clients. This position is client-facing and will be an integral part of new business development.

Client Profile:

• Independent, family-owned broker
• $5.1M Revenue business
• An environment that supports training & development
• Niche industries: Real Estate, Non-Profit, Professional Liability, Associations

The Role:

The Account Manager is responsible for brokering and managing clients with a $450,000 revenue target book of business and/or commensurate number of client relationships. The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. An understanding of the insurance market along with building and maintaining strong relationships with our insurer partners is essential.

DUTIES & RESPONSIBILITIES:

• Oversee the servicing of a designated book of business as relating to marketing, claims, and administration
• Utilize system capability (AMS/Vertafore) and properly to maintain complete and accurate client and policy data and documents
• Recommend potential enhancements or improvements to processes and/or current policies
• Develop renewal coverage specifications
• Select insurers for submission; negotiate and follow up on quotes and do initial coverage analysis

• Develop and present renewal proposal to client on own book or in coordination with Account Executive with detailed year over year comparison of all elements of program
• Maintain strong working relationship with shared services, ie: certificate, billing, etc.

REQUIREMENTS:

• 3+ years of relevant insurance industry experience
• Bachelor’s Degree is ideal
• Appropriate state licensing required
• Intermediate to advanced level of experience with Excel and PowerPoint

Compensation:

Base salary open – depending on experience. + Bonus plan.

For more information contact Cindy Foster, cfoster@rogangroup.com or call 410-553-6775.

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.

Construction Account Executive

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national insurance brokerage client in identifying a Construction Account Executive for their Miami office.

Client Profile:

• Founded –1828
• Top 5 International Insurance Broker
• Servicing more than 140 countries
• Full Services – CL, PL, EB, Executive/Management Liability, Retirement, Programs, International

Position Outline:

• Title – Construction Account Executive
• Location – South Florida

Duties:

• Develop and strengthen client relationships.
• Provide strategic planning and consulting advice to clients
• Build and develop market relationships in collaboration with broking and sales.
• Increase (maximize) the profitability of the client account & drive retention of that business.
• In collaboration with producers, actively expand existing client relationships and participate in new business prospecting.
• Engage with sales and broking to understand marketplace changes.
• Design, prepare, negotiate and deliver fee/compensation agreements to clients.
• Drives the RFP response process, including review, identification and coordination of line of business groups, and document ownership.
• Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules.
• Ensure Group policy requirements (legal, regulatory & compliance) are met
• Drives the renewal process to establish and implement the client-specific renewal strategy.

Qualifications:

• 7+ years of commercial retail insurance agency experience
• 3+ Yeats of Construction Experience
• Client facing service and renewal marketing experience
• Excellent written and verbal communication skills needed
• BA Degree (or Equivalent work experience), P&C License
• Ins Designation are a plus

Reasons to consider:

• Local name recognition, with international resources
• Top pay plan, benefits, profit share plan, 401k w/match
• Professional and technical growth opportunities
• A strong team empowered to make decisions
• Comp: $170-200k + 10/15% Targeted bonus DOE

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 offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. 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 Commercial Lines Account Manager/Consultant

Senior Commercial Lines Account Manager/Consultant for Risk Management Consulting Firm

Our client, a growing Insurance and Risk Management Consulting firm is seeking is seeking a Senior Commercial Lines Account Manager/Consultant to act as an outsource Risk Manager for approximately 30 domestic and international clients with a combined premium of over $40 million. Client industries include real estate, manufacturing and hospitality.

Position Outline:

• Risk management duties to include:
  • Gathering summarizing and presenting all exposures prior to renewal
  • Develop service requirements for potential brokers and carriers
  • Review all P&C insurance proposals
  • Recommend insurance programs
  • Oversee the placement
  • Management internal risk management team
• Due Diligence for Private Equity clients duties include:
  • Review risk management and insurance of the target company prior to an M&A
  • Solicit bids for new insurance coverage
  • Analyze, negotiate and bind appropriate coverages
  • Transition new entity into clients’ master programs
• Position is located in Northern NJ but can be a work from home or hybrid
• Ideal candidate will have Commercial Lines service or Risk Management experience and M&A Due Diligence experience.

Salary: $95,000 – $125,000

For more information contact Cindy Carr, 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.

Commercial Lines Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national Insurance Brokerage client in identifying a Commercial Lines Account Manager for their Pittsburgh Office.

Client Profile:

• Founded –1828
• Top 5 International Insurance Broker
• Servicing more than 140 countries
• Full Services – CL, PL, EB, Executive/Management Liability, Retirement, Programs, International

Position Outline:

• Middle Market Account Manager
• Location:Pittsburg PA
• Will work on a team that handles large accounts (Million+ in revenue)

Duties:

• Client facing service and renewal underwriting
• Renewal strategy (plan review, service plans, gap analysis, etc.)
• General Service (binding, invoicing, endorsements, meeting coordination)
• Support seiner sales and service staff
• Manage and servicing a Healthcare and General Book of Business

Qualifications:

• 3+ years of commercial retail insurance agency experience
• P&C knowledge
• Middle Market Account experience is a plus
• Client facing service and renewal marketing experience
• Excellent written and verbal communication skills needed
• BA Degree (or Equivalent work experience), P&C License
• Ins Designation are a plus

Reasons to consider:

• Local name recognition, with international resources
• Top pay plan, benefits, profit share plan, 401k w/match
• Professional and technical growth opportunities
• A strong team empowered to make decisions
• Comp: 70K – 80K DOE

To discuss this position further, please contact Kerry O’Donnell at 443-752-9905 or kodonnell@rogangroup.com or Cindy Foster at cfoster@rogangroup.com or 410-513-6775

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. 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 Commercial Lines Account Manager

The Rogan Group, Inc. a Risk Management and Insurance Recruiting firm is assisting a national Insurance Brokerage client in identifying a Senior Commercial Lines Account Manager. This role can sit in either Pittsburg PA, Columbus OH, or Cleveland OH.

Client Profile:

• Founded –1828
• Top 5 International Insurance Broker
• Servicing more than 140 countries
• Full Services – CL, PL, EB, Executive/Management Liability, Retirement, Programs, International

Position Outline:

• Middle Market Account Manager
• Location:Pittsburg PA, Columbus OH, or Cleveland OH.

Duties:

• Client facing service and renewal underwriting
• Renewal strategy (plan review, service plans, gap analysis, etc.)
• General Service (binding, invoicing, endorsements, meeting coordination)
• Support seiner sales and service staff
• Manage and servicing a Healthcare and General Book of Business

Qualifications:

• 4+ years of commercial retail insurance agency experience
• P&C knowledge
• Middle Market Account experience is a plus
• Client facing service and renewal marketing experience
• Excellent written and verbal communication skills needed
• BA Degree (or Equivalent work experience), P&C License
• Ins Designation are a plus

Reasons to consider:

• Local name recognition, with international resources
• Top pay plan, benefits, profit share plan, 401k w/match
• Professional and technical growth opportunities
• A strong team empowered to make decisions
• Comp: 90K – 95K DOE

To discuss this position further, please contact Kerry O’Donnell, The Rogan Group, Inc. 443-752-9905 or kodonnell@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With offices in Arizona, California and Maryland we are able to conduct projects on a Local, Regional & National basis. 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