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


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

DIVISION: Cardigan General Insurance Services

REPORTS TO: Senior Vice President

 

OBJECTIVE:  We are seeking a multi-line property casualty underwriter who also has auto expertise to be able to take over a book of existing business and develop new opportunities and agents.  Responsibilities include but is not limited to a complete review of the underwriting submissions, both new business and renewal, with adherence to established underwriting principles and guidelines developed in partnership with our carrier partners. 

 

DUTIES & RESPONSIBILITIES:

  • Accept or reject risks based on sound underwriting judgment and criteria
  • Analyze, price, and evaluate new and renewal business
  • Communicate effectively and proactively with Cardigan’s agents  and broker clients regarding current philosophies procedures, and underwriting appetite
  • Communicate directly with Senior Management about industry trends, company specific initiatives, and day to day findings and activities.

 

POSITION REQUIREMENTS:

  • Self-starter; proficient in gathering data relevant in analyzing the risk and to arriving  at the appropriate underwriting decisions
  • Working understanding of the commercial automobile marketplace as well as commercial automobile risk profile
  • Proficient in Microsoft Office applications – Word, Excel, etc., and basic computer skills
  • Ability to adapt to a paperless environment as well as the flexibility to work within various underwriting and processing systems.

 

EDUCATION & EXPERIENCE:

  • BA/BS preferred
  • California Brokers Property/Casualty License
  • 3 plus years of related work experience
  • Strong understanding of insurance principles and concepts

DIVISION: VIS Retail - Risk Services

REPORTS TO: Senior Vice President - Operations 

 

OBJECTIVE: Analysis and evaluation of Workers’ Compensation claims, in a manner that reflects Venbrook’s commitment to quality and excellent customer service.

 

DUTIES & RESPONSIBILITIES:

  • Work as liaison between Insured and Insurer on new and existing Workers’ Compensation claims throughout the country.
  • Analyze new and existing Workers’ Compensation claims by gathering information to determine exposure of the claim.
  • Maintain diary/suspense high exposure/complex open claims that involve litigation, rehabilitation etc.
  • Respond to Workers’ Compensation questions from clients and Insurers.
  • Prepare and present “Claims Reviews” to client.
  • Present findings to the client, account executive or producer.
  • Use appropriate cost containment techniques (reserve management) including strategic vendor partnerships to reduce overall cost of claims for our clients.
  • Set up a proactive “Plan of Action” on open claims.
  • Prepare Unit Statistical Filing and Experience Modification projections.
  • Prepare claims status reports and send to client per the “Risk Management Client Service Guidelines”.
  • Meet with SVP Operations on bi-weekly basis to discuss status of department.
  • Attend seminars, conventions and on-line training to keep abreast of the changing rules and regulations related to workers’ compensation.
  • Coordinate workers’ compensation seminar presentations for our clients.

 

COMPETENCIES:

1) Interpersonal Skills

  • Oral Communication – Speaks clearly and can respond well in positive or negative situations; listens and gets clarification as needed; responds well to questions.
  • Planning and multitasking skills – Exceptional organizational skills, meet deadlines, plan and schedule and multitask various assignments, tasks and events.
  • Written communication – Writes clearly and concisely; edits work for spelling and grammar; presents numerical data effectively.
  • Teamwork – Balances needs of team in addition to individual responsibilities; willing to assist others as needed.
  • Presentation skills – Begins to develop presentation skills; maintains a professional appearance.
  • Commits to following company procedures; demonstrates ethical behavior in all business dealings.

2) Computer Skills

  • Working knowledge of Microsoft products (Outlook, Word, Excel, PowerPoint) 

 

EDUCATION & EXPERIENCE:

  • Minimum 5 years Workers’ Compensation claims experience
  • Baccalaureate degree preferred, from an accredited college or university
  • P&C license required
  • Professional certification as applicable to Workers’ Compensation preferred