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

Department: Employee Benefits

Reports to: Managing Director, Employee Benefits, Irvine office

Job Description:

  • Provide responsive and personalized customer service
  • Provide clear and professional communication and correspondence
  • Develop and maintain professional relationships with clients, support staff, insurance markets, and Venbrook staff
  • Is self-motivated and works as a team player with individual responsibilities; willing to assist others when needed
  • Review employee benefits to ensure they meet or exceed client expectations
  • Keep client files in order in accordance with Venbrook’s policies and procedures
  • Prepare, submit, and negotiate RFPs and proposals for new and renewal business in a timely fashion so as to meet or exceed client expectations
  • Assess and act upon opportunities of additional coverage to round out and complete employee benefits packages
  • Coordinate implementation, enrollment meetings, supplies, etc.
  • Check policies for accuracy and deliver to client

Position Requirements:

  • 5 years minimum work experience in Employee Benefits
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Experience with AMS 360 preferred but not required
  • Active California Brokers Life/Health License

Physical Demands:

While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands to finger and grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to climb, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.

DEPARTMENT: Employee Benefits

REPORTS TO: Managing Director, Employee Benefits, Irvine Office

PRIMARY 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:

Client Service

  1. 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.
  2. May have independent production responsibilities as assigned.
  3. Demonstrate an in-depth understanding of coverages and policy terms and be able to clearly articulate this information as needed.
  4. Manage day to day processing of endorsements, coverage/policy changes, billings, certificates, audits and general correspondence. Direct assistant/account technician to assist in completion of client requests.
  5. Develop and maintain professional relationships with Client, support staff, insurance markets and other Venbrook staff.
  6. Keep client files in order; document all account activities in a manner which is clear and understandable by others.

Marketing Renewals and New Business

  1. 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.
  2. Negotiate with insurance carriers in matters of coverages and rates to obtain most comprehensive coverage and competitive pricing for clients and Venbrook.
  3. Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
  4. Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
  5. Prepare coverage letters, check policies for accuracy, and direct technical assistant to issue binders, process invoices and set up files.
  6. Maintain and update knowledge of industry trends, marketplace, and appetites of carriers; share information with others as needed.
  7. Assist Producers and or departments on sales calls/opportunities to present coverages or departmental presentations.

POSITION REQUIREMENTS:

  • 7 years minimum work experience in Employee Benefits
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Experience with AMS 360, preferred not required
  • Active California Brokers Life/Health License
  • BA/BS preferred

PHYSICAL DEMANDS:

While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands to finger and grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to climb, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.

DEPARTMENT: Employee Benefits

REPORTS TO: Managing Director, Employee Benefits, San Diego Office

PRIMARY 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:

Client Service

  1. 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.
  2. May have independent production responsibilities as assigned.
  3. Demonstrate an in-depth understanding of coverages and policy terms and be able to clearly articulate this information as needed.
  4. Manage day to day processing of endorsements, coverage/policy changes, billings, certificates, audits and general correspondence. Direct assistant/account technician to assist in completion of client requests.
  5. Develop and maintain professional relationships with Client, support staff, insurance markets and other Venbrook staff.
  6. Keep client files in order; document all account activities in a manner which is clear and understandable by others.

Marketing Renewals and New Business

  1. 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.
  2. Negotiate with insurance carriers in matters of coverages and rates to obtain most comprehensive coverage and competitive pricing for clients and Venbrook.
  3. Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
  4. Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
  5. Prepare coverage letters, check policies for accuracy, and direct technical assistant to issue binders, process invoices and set up files.
  6. Maintain and update knowledge of industry trends, marketplace, and appetites of carriers; share information with others as needed.
  7. Assist Producers and or departments on sales calls/opportunities to present coverages or departmental presentations.

POSITION REQUIREMENTS:

  • 7 years minimum work experience in Employee Benefits
  • Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Experience with AMS 360, preferred not required
  • Active California Brokers Life/Health License
  • BA/BS preferred

PHYSICAL DEMANDS:

While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands to finger and grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to climb, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.