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

 

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

DEPARTMENT: Retail Operations

REPORTS TO: Manager, Retail Operations

 

OBJECTIVE: To assist Account Executive and Brokerage Department in servicing of accounts in a manner that reflects Venbrook’s commitment to quality and excellent customer service.

 

DUTIES & RESPONSIBILITIES:

1) Account Servicing

  • 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

  • Set up renewal submissions in AMS.
  • Order loss runs.
  • Request renewal application and list of necessary documents from incumbent carriers/wholesalers.
  • Assist Account Executive in collecting renewal information.
  • Follow up with markets during the quote/underwriting process at direction of AE to ensure that we are meeting the necessary time frames established.
  • 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.
  • Ethics – Commits to following company procedures; demonstrates ethical behavior in all business dealings.

2) Customer Service

  • Fully committed 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
  • Acts in a diplomatic manner and responds promptly to customer needs.
  • Meets 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
  • California Brokers Property/Casualty License