Venbrook Culture


Our people are equipped with the tools—including enriching professional experiences, coaching, timely and productive feedback, and high-quality learning and development opportunities—to deliver against our commitment to you each day.

We are committed to building lasting relationships with you and delivering value to your career growth.

Venbrook Provides:

  • Professional development
  • Work/Life quality and flexibility
  • Commitment to our communities
  • Competitive compensation and benefits

Employee Benefits:

  • Medical
  • Dental
  • Vision
  • Flexible Spending Account (FSA)
  • Life Insurance
  • Short and Long Term Disability
  • Accidental Death and Dismemberment
  • 401(k) Plan
  • Paid Time Off
  • Paid Holidays

Careers


Our professionals are at the heart of our business strategy and success. We recruit top talent with traditional and nontraditional backgrounds so that we continue to build Venbrook as a great place to work.

Internships. Venbrook believes in investing in talented people. We provide university internships in selected offices, please contact us for more details, and a list of internships currently available at careers@venbrook.com.

Join Us


Objective: The Systems Support Specialist is responsible for working closely with the Director of Technology in maintaining the operational status of a Windows computer network. Reporting to the Director of Technology, the Systems Support Specialist provides help desk assistance to the end user, as well as network system administration assistance. This person is also expected to proactively support the Director of Technology’s individual goals and some high level projects including implementation of new systems and newly acquired entities, as well as the company’s corporate goals, objectives, and strategies. The work is of a technical nature but also requires good customer service and communication skills.

Reports to:  Director of Technology

Areas of Responsibility:

  • Provide end-user desktop, network and application support.
  • Maintain service requests status.
  • Assist with the administration of the local area network (LAN) and wide area network (WAN) equipment.
  • Assist business units in implementing process improvements and changes.
  • Installation and update of programs and systems.
  • Provide support for critical business needs outside of normal business hours via cell phone notification and/or other communications.
  • Assist with security by monitoring and ensuring compliance to standards, policies, and procedures.
  • Other projects and duties as assigned.

Qualifications:

  • 3-5 years minimum experience.
  • High level of problem-solving ability.
  • Understanding of Active Directory and Group Policies.      
  • Understanding of Microsoft Windows, SQL, Hyper-V and Exchange server.
  • Understanding of PC computers, switches, routers, firewalls, and VPNs.
  • Good help desk and customer service skills.
  • Excellent verbal and written communication skills.
  • Ability to work independently with minimal supervision.
  • Willingness to travel and work outside of 8-5 as may be required.
  • Understanding of Citrix XenDesktop VDI environment a PLUS.
  • Programming and/or scripting a PLUS.
  • Understanding of Crystal Reports a PLUS.

 

Objective: The Operations Specialist will support and work collaboratively with the SVP of Operations on various projects and daily tasks.

Reports to: Senior Vice President of Operations

Areas of Responsibility:

  • Serve as the point person, specialist and highest level user of the company’s retail agency management systems so they may be utilized by the company to the best of its ability.
  • Gain and utilize expertise of the system in order to build out work flows, reporting, and Quality and Professional Standards that can be incorporated for use company-wide. 
  • Collaborate with SVP on build out, training and maintenance of Quality and Professional Standards companywide.
  • Manage insurance resources, continuing education and markets.
  • Attend carrier marketing meetings and functions with SVP; electronically distribute content to retail staff. (gathering marketing materials and drafting communications regarding market appointments and appetite to staff).
  • Coordinate and train new Retail and Wholesale personnel on Surplus Lines processes.
  • Auditing of various workflow functions including surplus lines filings for compliance before submission.
  • Strategize and collaborate with SVP on new and existing projects.

Qualifications:

  • 7+ years Commercial Lines insurance account management experience.
  • Should have an understanding of marketing of submissions for new and renewal business, knowledge of carrier markets and appetite, account management work flow, coverage knowledge and understanding of  coverage forms,  endorsements and exclusions, certificate   issuance, preparation of summaries , proposals and binders, agency billing and invoicing, policy checking.
  • California Brokers Property/Casualty License.
  • Complete knowledge of AMS360 functionality.
  • Strong interpersonal and communication skills and the ability to communicate and build trusted relationships with all levels of staff and external contacts.
  • Significant attention to detail.
  • Provides high quality product and takes ownership of work.
  • Excellent customer service skills.
  • BA/BS preferred.
  • Works with a sense of urgency and takes accountability for resolving issues.
  • Acts in a diplomatic manner and responds promptly to employee/customer needs and requests.
  • Able to prioritize workload and work under pressure.
  • Proficient in Microsoft Office applications – Word, Excel, PowerPoint, etc., with strong computer skills.

 

Department: Retail Operations

Reports to: Unit Manager

 

OBJECTIVE: To independently develop and manage a specific number of assigned accounts (complex to most complex) and to direct the management of these accounts in a manner that promotes an excellent level of service and profitability.

 

DUTIES & RESPONSIBILITIES:

1) Client Service

  • Oversee, analyze and evaluate clients risks; review coverages to ensure quality of risk placement. Recommend needed changes in coverage when required due to change in exposure, marketplace and general improvement of insurance program.
  • May have independent production responsibilities as assigned.
  • Demonstrate an in-depth understanding of coverages and policy terms and be able to clearly articulate this information as needed.
  • Manage day to day processing of endorsements, coverage/policy changes, billings, certificates, audits, premium allocations and general correspondence. Direct AM’/ AT’s to assist in completion of client requests.
  • Analyze the insurance requirements in contracts, including but not limited to leases and loan agreements, and report to the client on (1) any inconsistences between the insurance requirements and the Insured’s existing coverage (including recommendations on how theses inconsistences should be resolved), and (2) any appropriate changes to the wording to improve the risk transfer or to make the requirements better reflect the current market.
  • Develop and maintain professional relationships with Client, support staff, insurance markets and other Venbrook staff.
  • Keep client files in order; document all account activities in a manner which is clear and understandable by others.

2) Marketing Renewals and New Business

  • Prepare underwriting submissions, assist Producer in the selection of markets, and send submissions to markets in a professional and timely manner. May coordinate client calls with or without Producer assistance.
  • Negotiate with insurance carriers in matters of coverages and rates to obtain most comprehensive coverage and competitive pricing for clients and Venbrook.
  • Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
  • Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
  • Prepare coverage letters, check policies for accuracy, and direct technical assistant to issue binders, process invoices and set up files.
  • Maintain and update knowledge of industry trends, marketplace, and appetites of carriers; share information with others as needed. Assist Producers and or departments on sales calls/opportunities to present coverages or departmental presentations.

3) Supervisory Responsibilities

  • Oversee work for Sr. Account Managers, Account Managers and Account Techs in the unit.
  • Prepare and discuss annual review with employees in the unit.

 

COMPETENCIES:

1) Interpersonal Skills

  • Oral communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
  • Written communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively.
  • Attention to Detail - Takes the time to double-check work for accuracy; provides a high quality product; ensures favorable reputations for self and VIS.
  • Teamwork - Balances needs of team (and VIS as a whole) with individual responsibilities; willing to assist others when needed.
  • Presentation skills - Able to independently organize and conduct client or carrier presentations as required.
  • Problem Solving – Identifies and resolves problems in a timely manner. Develops alternative solutions; utilizes a creative approach to solving problems when a traditional approach does not solve the issue.
  • Ethics – Commits to following company procedures; demonstrates ethical behavior in all business dealings.
  • Development - Assists in the training and development of others; committed to personal development and continuous learning. Sales skills - Negotiating skills and ability to identify opportunities to increase revenues

2) Customer Service

  • Highly alert to the needs of the client.
  • Consistent and continuous service to the client and carriers.
  • Manages difficult or emotional customer situations.
  • Acts in a diplomatic manner and responds promptly to customer needs.
  • Meets all commitments.

3) Leadership Skills

  • Delegation – Able to delegate both routine and important tasks and decisions.
  • Teambuilding – Creates strong morale and spirit in his/her team; shares wins and successes; fosters open dialogue.
  • Performance Management – Able to provide positive feedback, as well as constructive criticism.
  • Staff Development – Commits to developing the skills of the team.
  • Motivating Others – Creates a climate where people want to do their best; is someone people like working with and for; makes everyone feel their work is important.

4) Computer Skills

  • Proficient in common Microsoft Office applications – Word, Excel, etc
  • AMS 360 experience required.

 

EDUCATION & EXPERIENCE:

  • BA/BS preferred
  • Minimum 5 years of related work experience
  • California Brokers Property/Casualty License
  • CIC Designation preferred

Department: Retail Operations

Reports to: Unit Manager

 

PRIMARY OBJECTIVE: To assist in the management of assigned accounts in a manner that promotes an excellent level of service and profitability.

DUTIES & RESPONSIBILITIES:

1) Client Service

  • Review insurance coverages to ensure quality of risk placement. Notify Account Executive when changes in coverage are required due to a change in exposure, marketplace and/or general improvement of insurance program. Utilize additional technical resources as needed.
  • Demonstrate an understanding of routine coverages and policy terms and be able to clearly articulate this information as needed.
  • Manage day to day processing of endorsements, coverage/policy changes, billings, certificates, audits and general correspondence. Utilize all available resources to ensure timely completion of work.
  • Develop and maintain professional relationships with clients, support staff, insurance markets and other Venbrook staff.
  • Keep client files in order in accordance with Venbrook’s policy and documentation procedures; document all account activities in a manner which is clear and understandable by others.

2) Marketing Renewals and New Business (requires minimal assistance from Manager)

  • Prepare underwriting submissions, assist Account Executive in the selection of markets, and send completed submissions to markets in a professional and timely manner.
  • Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
  • Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
  • Prepare coverage letters, check policies for accuracy, issue binders, process invoices and set up files.

 

COMPETENCIES:

1) Interpersonal Skills

  • Oral communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
  • Written communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively.
  • Attention to Detail - Takes the time to double-check work for accuracy; provides a high quality product; ensures favorable reputations for self and VIS.
  • Teamwork - Balances needs of team (and VIS as a whole) with individual responsibilities; willing to assist others when needed.
  • Problem Solving – Identifies and resolves problems in a timely manner. Develops alternative solutions; utilizes a creative approach to solving problems when a traditional approach does not solve the issue.
  • Ethics – Commits to following company procedures; demonstrates ethical behavior in all business dealings.
  • Development - Assists in the training and development of others; committed to personal development and continuous learning.

2) Customer Service

  • Highly alert to the needs of the client.
  • Consistent and continuous service to the client and carriers.
  • Works with a sense of urgency as required to meet deadlines.
  • Manages difficult or emotional customer situations.
  • Acts in a diplomatic manner and responds promptly to customer needs.
  • Meets all commitments.

3) Computer Skills

  • Proficient in common Microsoft Office applications – Word, Excel, etc.
  • AMS 360 experience preferred.

 

EDUCATION & EXPERIENCE

  • Some college or technical courses preferred
  • 3 - 5 years of related work experience
  • California Brokers Property/Casualty License A MUST
  • CISR Designation preferred