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Transactional Advisor – Employee Benefits


Join Us AS Transactional Advisor – Employee Benefits

Company: The Rogan Group

Job description: Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Transactional Advisor role responsible for carrying out the Employee Benefits Insurance due diligence process for their private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client. You will be working with your property & casualty insurance counterpart to provide written reports summarizing your findings, identifying risks, and providing recommendations and opportunities for the post-transaction entity related to their employee benefit plans.Location for this position will sit in Chicago or St. Louis but could be remote for the right candidate.Client Profile:

  • Top 15 National Insurance Broker
  • $3.5B in revenue,
  • 100+ locations globally
  • 11% growth rate
  • Privately owned
  • Named Best Places to Work
  • Member Diversity & Inclusion Institute

Qualifications:

  • 5+ years EB coverage, programs and services experience within a retail brokerage environment
  • Understanding of risk financing and risk management concepts and applications
  • Experience and knowledge with M&A processes and Private Equity deal environment
  • Minimum of a Bachelor’s Degree in a business-related field or equivalent experience and/or work experience.
  • Insurance designations a plus
  • Advanced working knowledge of Microsoft Office

For additional information contact Ryan Rogan, 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 .

Expected salary:

Location: Saint Louis, MO – Chicago, IL

Job date: Sat, 23 Aug 2025 07:03:07 GMT

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