COMPANY OVERVIEW:

Venbrook Insurance Services is among the largest insurance brokerages in the U.S. We are a trusted partner to small and medium-size business providing a range of products and services, including accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, and risk management and protection.

Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values.

We offer competitive compensation and a comprehensive benefits package:

• 401k + employee match
• Medical, dental, vision, life, and disability insurance
• Paid Time Off (PTO)
• Paid Holidays
• Paid Sick leave
• Professional development programs
• Work-life quality and flexibility

Visit us online at www.venbrook.com.

JOB SUMMARY:

Come and join a Commercial Insurance Team that is on the move! The Senior Account Manager role is a dynamic opportunity for a Commercial Insurance professional with 5+ years or more experience at a Retail Agency. The Senior Account Manager will manage a client base of Commercial accounts in a manner that promotes excellent service and profitability to both the customer and Venbrook.

DUTIES & RESPONSIBILITIES:

Client Service

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

Marketing Renewals and New Business

• Prepare underwriting submissions, assist VP in select markets, and send completed submissions to markets professionally and promptly.
• Assess and act upon opportunities to develop additional account revenue by cross-selling other coverages or referrals.
• Follow up with markets and monitor the quote/underwriting process to ensure that we meet the established time frames.
• Prepare coverage letters, check policies for accuracy, issue binders, process invoices, and set up files.

COMPETENCIES:

• California Brokers Property/Casualty License is required.
• Bachelor's degree required.
• Three to five years experience as an Account Manager.
• CIC designation preferred.
• Experience working with AMS 360 is highly preferred.
• Must have excellent problem-solving skills and develop solutions with both a traditional and creative approach, using all available resources to solve before seeking assistance.
• 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.
• Must be a champion of the company's values and ethics.
• Provides high-quality products and takes ownership of work.
• Excellent customer service skills.
• Works with a sense of urgency as required to meet deadlines.
• Acts in a diplomatic manner and responds promptly to customer needs/requests.
• Able to prioritize workload and work under pressure.

COMPUTER SKILLS:

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

EDUCATION & LICENSING:

• BA/BS preferred
• Minimum 10 years of related work experience California Brokers Property/Casualty License
• CIC Designation preferred
• California Property/Casualty License Required

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 and fingers to grasp, use 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.

Salary 100k-110K 

COMPANY OVERVIEW:

Carl Warren & Company is a leading nationwide Third-Party Administrator (TPA) founded in 1944. Carl Warren has been a trusted partner specializing in property and casualty claims management, subrogation recovery, and litigation management for private and public sectors, insurance companies, and captives.

Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values.

We offer competitive compensation and a comprehensive benefits package:

• 401k + employee match
• Medical, dental, vision, life, and disability insurance
• Paid Time Off (PTO)
• Paid Holidays
• Paid Sick leave
• Professional development programs
• Work-life quality and flexibility

Visit us online at www.carlwarren.com

RESPONSIBILITIES

• Executes client/Carl Warren strategies to achieve claims quality, customer service, and operational objectives.
• Proactively work claims to ensure file quality meets Carl Warren & Company Claim Handling Guidelines and client requirements.
• A high level of productivity measured according to the age and complexity of the assigned caseload.
• Maintains a timely diary of claims.
• Consistently achieves audit scores of 90% and above.
• Focuses on providing the client with an outstanding work product.
• Provides excellent customer service to internal and external customers.
• Develops strategies for claims resolution with file notes reflecting clarity, focus, control/management, and momentum.
• Identifies/utilizes vendors and effectively manages the vendors to achieve satisfactory results on both the expense and indemnity costs.
• Up to 25% travel for field work and court appearances.

QUALIFICATIONS

• Four or more years handling auto and/or general liability claims for a standard auto and/or general liability insurance carrier
• Two or more years experience handling litigated claims with a well-developed understanding of the litigation process
• College degree preferred
• Strong claim evaluation skills with the ability to identify the issues involved, formulate an action plan, assess liability, evaluate the damages involved, and put a settlement number on the claim and explain why
• Strong negotiation skills
• Must be able to function and support others in a team environment
• High level of personal responsibility and pride in work product

Salary 90k-100k

COMPANY OVERVIEW:

Venbrook Insurance Services is among the largest insurance brokerages in the U.S. We are a trusted partner to small and medium-size business providing a range of products and services, including accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, and risk management and protection.

Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values.

We offer competitive compensation and a comprehensive benefits package:

• 401k + employee match
• Medical, dental, vision, life, and disability insurance
• Paid Time Off (PTO)
• Paid Holidays
• Paid Sick leave
• Professional development programs
• Work-life quality and flexibility

Visit us online at www.venbrook.com.

Job Summary: Client Manager for Student Insurance is a pivotal role focused on enhancing customer satisfaction and driving loyalty within the student insurance sector. This position is the primary contact for our educational institution clients, responsible for both establishing and nurturing robust relationships through superior service and strategic communication. The role demands a blend of strategic thinking, exceptional customer service orientation, and leadership abilities, all within the context of the insurance industry.

Key Responsibilities:

• Client Relationship Management:
• Act as the principal liaison for all client service needs, consistently achieving high levels of customer satisfaction.
• Develop and maintain strong, trusting relationships with clients, understanding their unique needs, and delivering exceptional service.
• Conduct regular meetings and strategic reviews to discuss plan performance, address concerns, and explore opportunities for service enhancement.
• Leadership and Team Management:
• Lead a service team dedicated to maintaining high customer satisfaction and strong client retention.
• Train and mentor team members in delivering high standards of service and in developing customer retention strategies.
• Oversee operational tasks and team performance, ensuring alignment with the company’s standards.
• Strategic Planning and Client Retention:
• Utilize data and market trends to optimize client service strategies and adapt to client needs and market demands.
• Implement and manage service metrics and reporting to assess and improve team performance and client satisfaction.
• Develop and execute strategies to enhance client retention and proactive service responses, considering both immediate solutions and long-term relationship impacts.

Position Requirements:

• Education and Licensing:
• A college degree in Business Management, Insurance, or a related field is preferred.
• Active California Life & Health License, or willingness to obtain within the first 90 days of employment.
• Experience:
• Proven track record of at least 5 years in key account management or client relations, ideally within the insurance sector.
• Extensive knowledge of insurance programs, with a strong preference for candidates with specific experience in student insurance.
• Skills:
• Excellent verbal and written communication skills, with the ability to effectively address complex issues and present solutions clearly.
• Strong analytical and problem-solving abilities, with a knack for strategic thinking and decision-making.
• Proven ability to lead and manage teams, fostering an environment focused on meeting high service standards.

Additional Responsibilities:

• Handle all escalations related to students and educational institutions effectively.
• Travel up to 25% of the time for client renewals and new business meetings to ensure continuous engagement and support.

This role is designed for a strategic and proactive leader who is deeply committed to enhancing the educational experience through specialized and comprehensive insurance solutions. Join us in our ongoing mission to serve the educational community with integrity and innovation.

Salary Range 95k-105K

COMPANY OVERVIEW:

Venbrook Insurance Services is a national leader in insurance, reinsurance, risk brokering and management solutions. We cater to a national client base across myriad industries with divergent needs. Our team of experts and industry specialists’ partner with our clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs. Venbrook is committed to ongoing product innovation, market agility, and strength in our partnerships for risk management solutions that allow our clients to focus on driving their business forward.

Venbrook specializes in a wide range of insurance and risk management products, including Property, Construction, Primary and Excess Liability, Directors & Officers/Management Liability, Professional Liability, Cyber Liability, Privacy, Crime, Employment Practices Liability, Workers’ Compensation, Employee Benefits, Transportation, Ocean, and Inland Marine, Personal Lines, and Surety Bonds.

Venbrook is headquartered in Woodland Hills, CA, with various locations throughout the country.

We offer competitive compensation and a comprehensive benefits package: 

· 401k + employee match 

· Medical, dental, vision, life, and disability insurance 

· Paid Time Off (PTO) 

· Paid Holidays 

· Paid Sick leave 

· Professional development programs 

· Work-life quality and flexibility 

Visit us online at www.venbrook.com  

JOB SUMMARY:

Join our team at Venbrook Insurance Group as a Learning and Developlemt Specialist! This vital role is designed to enhance employee competencies and ensure top-notch training standards across various platforms used at Venbrook, including, but not limited to, AMS 360 and other Vertafore and Venbrook applications like ImageRight (WorkSmart).

What You Will Do: Training and Development:

•Develop and continually update a wide range of training materials, such as manuals, presentations, and digital resources, to ensure staff proficiency on various platforms, including our primary systems like AMS 360 and ImageRight (WorkSmart).

•Lead both personalized and group virtual training sessions to deepen understanding and foster effective use of our diverse systems.

•Provide ongoing training and support to optimize daily operations.

Data Auditing:

•Utilize auditing to identify training needs by analyzing data to pinpoint areas requiring more focus.

•Work closely with internal teams to provide additional skills training on various systems.

Documentation and Reporting:

•Document system processes, training activities, and auditing methods accurately to serve as a dependable reference.

•Generate comprehensive reports detailing audit findings, suggest improvements, and enhance training quality.

•Communicate findings and strategies for improvement to management, highlighting successes and areas for further development.

Continuous Improvement:

•Actively seek and incorporate new technologies to advance training programs and system processes, thereby increasing efficiency and enhancing training quality.

Ideal

Candidate Profile:

Educational Background and Certifications: Bachelor’s degree in business administration, Education, Information Technology, or related fields. Training development certifications (e.g., CPLP) are preferred, along with specific system experience with platforms like CRM AMS 360 and ImageRight (WorkSmart).

Technical Skills and Experience: Proficient in various systems including CRM AMS 360 and ImageRight (WorkSmart), experienced in developing and managing digital training materials, capable of leading both in-person and virtual training sessions, and adept at analyzing and presenting data-driven insights.

Professional Skills: Exceptional communication skills, strong organizational capabilities, demonstrated problem-solving expertise, leadership experience, and a commitment to continuous improvement.

Personal Attributes: Passionate about education, maintains high integrity and accountability, proactive and self-driven, collaborative, and supportive, fostering a positive learning environment.

This remote position is open to candidates anywhere in the U.S., ready to lead strategic advancements and uphold high data standards in a dynamic and supportive team environment. If you're prepared to make a significant impact on operational excellence and data reliability at Venbrook Insurance Group, we invite you to apply.

Salary 61k-85k

COMPANY OVERVIEW:

Venbrook Insurance Services is a national leader in insurance, reinsurance, risk brokering and management solutions. We cater to a national client base across myriad industries with divergent needs. Our team of experts and industry specialists’ partner with our clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs. Venbrook is committed to ongoing product innovation, market agility, and strength in our partnerships for risk management solutions that allow our clients to focus on driving their business forward.

Venbrook specializes in a wide range of insurance and risk management products, including Property, Construction, Primary and Excess Liability, Directors & Officers/Management Liability, Professional Liability, Cyber Liability, Privacy, Crime, Employment Practices Liability, Workers’ Compensation, Employee Benefits, Transportation, Ocean, and Inland Marine, Personal Lines, and Surety Bonds.

Venbrook is headquartered in Woodland Hills, CA, with various locations throughout the country.

We offer competitive compensation and a comprehensive benefits package:

· 401k + employee match

· Medical, dental, vision, life, and disability insurance

· Paid Time Off (PTO)

· Paid Holidays

· Paid Sick leave

· Professional development programs

· Work-life quality and flexibility

JOB SUMMARY:

The Legal Compliance Specialist will act as the Subject Matter Expert (SME) in legal document management and regulatory compliance within the corporate legal framework. This role demands a professional who can independently manage legal and regulatory requirements, oversee the transition and maintenance of business agreements into an electronic database system (Cobblestone), ensure meticulous compliance in all legal communications and documentation, and act as the lead for managing all Business Agreements and Secretary of State Registrations for Venbrook and its subsidiaries.

KEY RESPONSIBILITIES:

• Assist in the migration of all existing agency agreements to the Cobblestone electronic management system, ensuring seamless integration and accessibility.
• Maintain and continuously update the electronic database of business agreements to ensure accuracy and legal compliance.
• Serve as the primary lead for maintenance all Business Agreements and Secretary of State Registrations for Venbrook and its subsidiaries, reviewing and ensuring alignment with legal standards.
• Collaborate closely with the Legal Counsel to standardize and secure the storage of contractual documents.
• Provide expert advice and support on legal compliance projects and initiatives directed by Legal Counsel.
• Enhance and refine document management processes to improve efficiency and compliance.
• Ensure accurate, timely, and professional management of all legal documentation.

REQUIRED QUALIFICATIONS AND SKILLS:

• Bachelor’s degree in legal studies, Business Administration, or a related field.
• Extensive experience in legal document management or a similar role within a legal or compliance department.
• Proficiency with electronic document management systems, particularly Cobblestone.
• Comprehensive understanding of legal terminology and compliance requirements.
• Excellent organizational skills with an exceptional attention to detail.
• Strong communication skills, capable of handling sensitive information with discretion and professionalism.
• Proven ability to manage multiple projects simultaneously under stringent deadlines.

Salary 70k-100K