Join Venbrook


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

Our Culture


Venbrook's 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. Click on any photo to take a closer look at our memorable moments...
Venbrook Events
2018 National Sales Meeting

Save the date for Building Strong Teams and a Winning Culture!

This year's 2018 National Sales Meeting will be at Caesar's Palace in Las Vegas, NV from October 2nd through October 4th. We look forward to an energizing event for our sales and management teams. 

Learn More
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Jessica, our Programs Manager, showing some Venbrook love
Brooks exhibiting at the PIA Conference in Atlantic City
Maria, our Director of Facilities, hard at work
Happy Halloween from Christina our Technology Director
Views from the Hollywood Sign
Chris, Vice President of Commercial Accounts, is happy to be at Venbrook
2016 National Sales Meeting having fun at the minus5º Ice Bar, Las Vegas, NV
Venbrook sling bags for every hiker!
Our after-party bowlers at the 2017 Holiday Party
Welcome to Venbrook!
Our East Meets West sales meeting welcome sign!
Beach clean up from coast to coast!
Rayma Cathey, Senior Vice President, with Eric Doll and Derek Moore at the Pacific Fuels + Convenience Summit
National Intern Day!
The Venbrook family helps Operation Gratitude!
Jason Turner, our CEO, with Robert Martin, EVP of Distribution Services

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


JOB TITLE:  Claims Adjuster, MTA

DEPARTMENT: Claims Services

LOCATION: Downtown Los Angeles, CA. NOTE: This position is not remote. It is an in-office position.

 

ABOUT THE COMPANY:

Carl Warren & Company ("Carl Warren") 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, program businesses, 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 as well as any client requirements.
  • A high level of productivity is 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.
  • May be required to prepare reports for clients and/or present claims in a roundtable setting or at a claim review.
  • 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.
  • Other duties as assigned.

 

REQUIREMENTS:

  • Five or more years of experience in the P&C industry is preferred, Public Entity experience is a plus
  • Two or more years of experience handling complex/litigated claims and litigation management
  • College degree preferred
  • Insurance designation preferred
  • Excellent verbal and written communication
  • Strong computer skills and Microsoft applications preferred
  • Knowledge of claims processes and procedures, in addition to the overall knowledge of the insurance industry
  • Read and understand legal documents

 

COMPETENCIES:

  • Communication Skills: Consistently and effectively communicates with a diverse spectrum of people across the organization and team. Must seek answers and clarification from management on information that is not understood to ensure the proper message is communicated.
  • Problem Solving & Decision Making: Determines steps to obtain the best outcome of claim resolution. Considers short and long-term outcomes through decision-making sessions to ensure all stakeholders are involved.
  • Customer Service: Aligns and supports goals that promote client-centric culture. Services the needs of both internal and external clients, understands all expectations of performance, is committed to delivering high-quality service, ability to communicate often, and is responsive to all requests timely. Has a passion to deliver high-quality work.
  • Interpersonal skills: Ability to read and work with a variety of people, assess credibility, maintain optimism, build relationships, be resilient and approachable. Leads by example.
  • Strategic Thinking: Understands multiple resources assists in claim resolution and facilitates these resources. Continuously monitors the effectiveness of the current strategy and makes recommendations for necessary changes. Continually accesses the success of the strategy and ultimate claim outcome against the market and competitors
  • Functional/Technical Expertise: Demonstrates the ability to investigate, evaluate and resolve claims. Maintains own functional /technical expertise through projects, designations, continuing education, etc. Models expert learning and growth by having a strong understanding of best practices within the function. Has a working knowledge of claims workflow and a strong understanding of the processes. Proven track record of sustained performance as measured by performance indicators.

JOB TITLE: Data Analytics Engineer, Claims Division

LOCATION: Remote

 

COMPANY OVERVIEW:

Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook caters to a national client base across myriad industries with divergent needs. Venbrook's team of experts and industry specialists partner with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs.

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 DESCRIPTION:

Venbrook is seeking to add a talented Data Analytics Engineer to join our Data Engineering team. We are looking for someone who will play a key role in the quality assurance, programming, and development of Venbrook’s day-to-day claims management information system (CMIS) and related activities. Converts data from specifications and statements of problems to SQL scripts for ingestion into internal claim systems. Performs application system requirements analysis and preparation of functional specifications and technical.

This person will support internal and external clients with the use of our CMIS data intelligence, and the creation of client and internal staff reports. Strong SQL knowledge and experience in data conversion, ETL, and data warehouse concepts. Validate data between source and target systems partner with a variety of stakeholders throughout the conversion process. Build and automate reports and dashboards using Tableau.

 

REQUIREMENTS:

  • In this role, you will support businesses with data conversion and mapping exercises for integration across different Claim Systems.
  • Write SQL scripts for importing data into target systems.
  • Creates test transactions, validation scripts and runs tests to find errors and confirm the program meets specifications.
  • Visual reporting based on stakeholder needs and company priorities.
  • Work with end-users to define visual reporting needs for intended audiences and delivery formats.
  • Support implementation of cloud data warehouse and ETL pipelines.
  • Perform ad hoc analytical requests and report prototyping for internal and external parties.
  • Participate in application validation and QA efforts as they pertain to reporting, data, and metrics.

What you'll need:

  • 5+ years or more experience performing Data Engineering ETL and ELT Business and experience with BI solutions such as Tableau or Power BI.
  • Insurance Industry experience with Claims (GL, PR, WC) and FHE claim system knowledge.
  • Business Intelligence and Data Warehouse experience developing reports/ dashboards and ETL pipelines.
  • Strong SQL skills.
  • Strong knowledge of cloud technologies Azure/AWS or Snowflake.
  • Proven work ethic with the ability to work within set timelines and update management on deviation to these estimates.
  • Strong interpersonal communication skills.

Nice to have:

  • Familiarity with Azure and Snowflake technologies.
  • Data conversion experience in iVOS and CXP/Systema claim systems
  • Experience using GIT
  • BS/MS in computer science or equivalent work experience
  • Ability to write and maintain documentation of changes to SQL scripts, programs, and specifications.

 

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, perform repetitive motions; talk and hear. The employee is occasionally required to climb stairs, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.

JOB TITLE: Commercial Insurance Account Executive

LOCATION: Remote; Must be in Orange County, CA*

 

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 DESCRIPTION:

Come and join a Commercial Insurance Team that is on the move! The Account Executive role is a dynamic opportunity for a Commercial Insurance professional with at least 10 years or more experience at a Retail Agency. Preferably for a mid-size brokerage. Experience managing accounts in the $30K-$500K range is required.

The Account Executive will manage a client base of Commercial accounts in a manner that promotes an excellent level of service and profitability to both the customer and Venbrook.

 

RESPONSIBILITIES:

Client Service

  • Oversee, analyze and evaluate clients' risks; review coverages to ensure the quality of risk placement. Recommend needed changes in coverage when required due to changes in exposure, marketplace, and general improvement of the insurance program.
  • 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 Account Manager to assist in the 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 these 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 clients, support staff, insurance markets, and other Venbrook staff.
  • Keep client files in order; document all account activities in a manner that is clear and understandable by others.

 Marketing Renewals and New Business

  • Prepare underwriting submissions, assist the 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 the 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 assistance 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 Producer on sales calls/opportunities to present coverages.

Supervisory Responsibilities*

  • Oversee work for Sr. Account Managers, Account Managers, and Account Techs in the unit (one Account Manager is currently planned)
  • Prepare and discuss the annual reviews with employees in the unit.

 

COMPETENCIES:

  • 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 revenue.
  • 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.
  • 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.
  • Has experience with multifamily and commercial real estate schedules and construction insurance placement,
  • Has experience with placing OCIP’s, CCIP’s, COC.

 

COMPUTER SKILLS:

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

 

EDUCATION AND 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, perform 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. 

REPORTS TO: Chief Accounting Officer

FLSA:   Exempt

 

Company Overview    

Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook caters to a national client base across myriad industries with divergent needs. Venbrook's team of experts and industry specialists partner with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs.

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 Description

The Assistant Controller role is a great opportunity for an accounting professional (preferably with public tax experience) to advance to the next step in their career. We are looking for passionate, creative, and solution-driven team players to be a part of our Finance & Accounting staff. This role will support and work collaboratively with the Chief Accounting Officer.

 

Areas of Responsibility:

Tax

  • Review Income/Franchise tax returns, estimates, and extensions prepared by CPA firms.
  • Prepare Legal Entity Trial Balance and supporting information for the tax preparer.
  • Process tax payments and withholding remittances.
  • Manage various business license renewals, Secretary of State (“SOS”), and LLC fee/tax filings.
  • Manage Indirect tax filings including monthly/quarterly sales & use tax, business and occupation tax, and commercial activity tax, etc.
  • Process, research and resolve tax notices as needed.
  • Provide business units with tax assistance as needed.

Accounting

  • Assist with monthly close process.
  • Assist with annual audits and preparation of audit schedules.
  • Assist with the preparation of financial statements and related footnotes.
  • Daily bank activities management.
  • Manage corporate credit cards and Concur expense reimbursement.
  • Oversee carrier payables, commission payables, and cash receipts.
  • Review of payroll, as needed, working in conjunction with Payroll Manager and HR.
  • Special projects & reports as needed.
  • Assist with ERP implementation.

 Position Requirements

  • Bachelor’s degree in accounting or related field.
  • Must have a minimum of 10 years of experience in accounting.
  • Five or more years of tax experience; some public accounting preferred.
  • Knowledge of tax compliance (indirect tax compliance a plus).
  • Familiarity with federal & state C-Corp, partnership & LLC returns, indirect tax-property taxes, sales tax, business license (ASC 740 a plus).
  • Ability to prioritize tasks.
  • Must be adaptable, responsive, and enthusiastic.
  • Must be a self-starter and have the ability to work independently and under supervision.
  • Proven track record of building strong working relationships with employees while fostering a cooperative work environment.
  • Ability to work collaboratively across departments and functions to design solutions to resolve problems.
  • Demonstrates a high standard of ethics.
  • Proficiency in Microsoft Office and web applications.
  • Results-oriented, driven, and self-motivated.
  • Excellent verbal and written communication skills.
  • Insurance agency management software experience is a plus.

 

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.

 

Working Conditions:

While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.

JOB TITLE: Senior Broker Assistant

LOCATION: Manalapan, NJ

 

Company Overview:

Brooks Insurance Agency has been solving some of the most complex insurance issues and coverages and brokered distressed and complex lines of business since 1991. We are a multi-line wholesaler in the property & casualty marketplace providing insurance coverage on both an excess and surplus (E&S) and admitted basis across a broad range of markets.

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.brooks-ins.com.

 

Job Description:

The Senior Broker Assistant role is for an individual with two years experience in the insurance industry and a great opportunity to learn more about the wholesale insurance industry. This role will report directly to the unit manager and provide administrative support to one of our active production teams in addition to providing customer service support to various retail agents (Brooks customers). This role will be located in the Brooks office located in Manalapan, New Jersey.

 

Responsibilities:

  • Follows instructions of the unit manager and team members.
  • Assists team members in the execution of their daily duties.
  • Processes changes to policies as instructed by the agent.
  • Moves various tasks to completion through file documentation and follow-up.
  • Reviews applications for completeness and requests missing information from the retail agent when required.
  • Quotes ** as per unit manager and lead producer instructions.
  • Follows up on new and renewal quotes in an effort to maximize all new business quotes and retain renewals.
  • Prepares and delivers the quote and policies to the retail agents as instructed by the producer.
  • Maintains compliance with the agency’s established processes.
  • Keeps up to date with the various products and services the agency represents.
  • Provides proactive and solutions-oriented customer service to all internal and external queries.

 

Position Requirements:

  • 2+ years experience in the insurance industry in a similar role
  • P&C License or equivalent industry experience
  • BA/BS preferred
  • Experience working with AIM (Vertafore) preferred
  • 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 a high-quality product 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
  • Proficient in Microsoft Office applications – Word, Excel, etc., and basic computer skills
  • Familiarity with Google products and applications

 

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, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to balance, kneel, crouch, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.

 

** License required to quote

JOB TITLE: Claims Adjuster

DEPARTMENT: Claims Services

LOCATION: Phoenix, AZ

 

ABOUT THE COMPANY

Carl Warren & Company ("Carl Warren") 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, program businesses, 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 on 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 as well as any client requirements.
  • High level of productivity is 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.
  • May be required to prepare reports for clients and/or present claims in a roundtable setting or at a claim review.
  • 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.

 

REQUIREMENTS

  • Seven or more years of experience in the Property & Casualty industry preferred.
  • Five or more years of experience handling complex/litigated claims and litigation management.
  • College degree preferred.
  • Insurance designation preferred.
  • Excellent computer skills and knowledge of Microsoft Office applications preferred.
  • Holds and maintains necessary adjuster licenses in states where required.
  • Knowledge of claims processes and procedures, in addition to the overall knowledge of the insurance industry.
  • Read and understand legal documents.

JOB TITLE: Senior Account Executive, Employee Benefits

LOCATION: Remote work available.

EFFECTIVE DATE: May 9, 2022

 

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 an Employee Benefits Insurance Team that is on the move! The Senior Account Executive role is a dynamic opportunity for an Employee Benefits Insurance professional with at least ten years or more experience at a Retail Agency. Preferably for a mid to large-sized brokerage. Experience overseeing accounts that are Self-Funded with 500 to 10,000+ members is required. A fun and energetic culture is the foundation of this team. By joining, you can be assured of an environment where teamwork, fast-paced growth, and the ability to work on challenging benefit plans often through the utilization of claim analytics, health risk management, and complex consultative strategies guide the day-to-day activities.

The Senior Account Executive will manage a client base of Employee Benefits accounts to promote an excellent level of service and profitability to both the customer and Venbrook.

 

DUTIES & RESPONSIBILITIES:

  • Coordinates and maintains a relationship with the client and all client stakeholders.
  • Coordinates the implementation of new clients.
  • Coordinates and manages the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost.
  • Recommends or initiates actions to effectively and proactively service the client. Plans, directs, and coordinates benefit and insurance programs. Educates clients on benefits strategies.
  • Identifies, plans, and develops methods and procedures to obtain greater efficiency and effectiveness of benefit programs.
  • Regularly meets with clients to review programs and make recommendations on improvements.
  • Participates in and conducts employee benefit and open enrollment meetings.
  • Works with clients to develop client-specific management and financial programs. Reviews financial and management reports monthly.
  • Reviews insurance circulars and bulletins to keep current on changes in the industry.
  • Performs routine service and account management functions for the clients.
  • Participate in market meetings, seminars, and training programs as directed.
  • Works closely with our claims analytics vendor to identify opportunities to improve plan performance.
  • Works on obtaining other sales opportunities with current clients and cross-selling P&C lines of coverage. Will assist in the sales process of new clients.
  • Manages financial profitability of account book.

 

COMPETENCIES:

  • Exceptional knowledge of all lines of benefits, including self-funded medical insurance.
  • Good oral and written communication skills; the ability to independently make accurate decisions.
  • Minimum of ten (10+) years in an insurance-related or human resource position or any equivalent combination of education and experience. Prior experience as an insurance brokerage/consultant is preferred.
  • Understand the local and national market and has existing relationships with carriers and employers.
  • Strong computer skills, utilizing Microsoft Office: Excel, Word, PowerPoint.
  • AMS 360 and BenefitPoint experience is preferred.
  • Proficient mathematical and analytical skills.
  • Strong customer service and client relations skills.

 

EDUCATION & EXPERIENCE:

  • Active Life/Accident and Health Insurance Agent License.
  • CEBS or other benefits designations are preferred.

 

 

 

JOB TITLE: Claims Adjuster, Litigation

DEPARTMENT: Claims Services

LOCATION: The position is based in Los Angeles, CA. NOTE: This position is not remote. It is an in-office position.

EFFECTIVE DATE: May 16, 2022

 

COMPANY OVERVIEW:

Carl Warren & Company ("Carl Warren") 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, program businesses, 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.

 

COMPETENCIES:

  • Communication Skills: Consistently and effectively communicates with a diverse spectrum of people across the organization and team. Must seek answers and clarification from management on information that is not understood to ensure the proper message is communicated.
  • Problem Solving & Decision Making: Determines steps to obtain the best outcome of claim resolution. Considers short and long-term outcomes through decision-making sessions to ensure all stakeholders are involved.
  • Customer Service: Aligns and supports goals that promote client-centric culture. Services the needs of both internal and external clients, understands all expectations of performance, is committed to delivering high-quality service, ability to communicate often, and be responsive to all requests timely. Has a passion to deliver high-quality work.
  • Interpersonal skills: Ability to read and work with a variety of people, assess credibility, maintain optimism, build relationships, and be resilient and approachable. Leads by example.
  • Strategic Thinking: Understands multiple resources, assists in claim resolution, and facilitates these resources. Continuously monitors the effectiveness of the current strategy and makes recommendations for necessary changes. Continually assesses the success of the strategy and ultimate claim outcome against the market and competitors.
  • Functional/Technical Expertise: Demonstrates the ability to investigate, evaluate and resolve claims. Maintains own functional /technical expertise through projects, designations, continuing education, etc. Models expert learning and growth by having a strong understanding of best practices within the function. Has a working knowledge of claims workflow and a strong understanding of the processes. Proven track record of sustained performance as measured by performance indicators.

 

RESPONSIBILITIES:

  • Executes on 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 as well as any client requirements.
  • 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.
  • May be required to prepare reports for clients and/or present claims in a round table setting or at a claim review.
  • 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.
  • Attend court appearances to include small claims, mediations, etc.
  • Other duties as assigned.

 

REQUIREMENTS:

  • Five or more years of experience in the P&C industry is preferred, Public Entity experience is a plus
  • Three or more years of experience handling complex/litigated claims and litigation management
  • College degree preferred
  • Insurance designation preferred
  • Excellent verbal and written communication
  • Strong computer skills and Microsoft applications preferred
  • Knowledge of claims processes and procedures, in addition to the overall knowledge of the insurance industry
  • Read and understand legal documents

JOB TITLE:  Sr. Claims Examiner, Professional and General Liability

DEPARTMENT: Claims Services

LOCATION: Remote

EFFECTIVE DATE: May 25, 2022

 

ABOUT THE COMPANY:

Carl Warren & Company ("Carl Warren") 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, program businesses, 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 on 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 as well as any client requirements.
  • 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.
  • May be required to prepare reports for clients and/or present claims in a round table setting or at a claim review.
  • 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.
  • Attend court appearances to include small claims, mediations, etc.
  • Other duties as assigned.

 

REQUIREMENTS:

  • Five or more years of experience in the P&C industry is preferred.
  • Three or more years of experience handling complex general liability and professional liability claims, preferably including senior care and malpractice
  • College degree preferred
  • Insurance designation preferred
  • Excellent verbal and written communication
  • Strong computer skills and Microsoft applications preferred
  • Knowledge of claims processes and procedures, in addition to the overall knowledge of the insurance industry
  • State Insurance License

 

COMPETENCIES:

  • Communication Skills: Consistently and effectively communicates with a diverse spectrum of people across the organization and team. Must seek answers and clarification from management on information that is not understood to ensure the proper message is communicated.

  • Problem Solving & Decision Making: Determines steps to obtain the best outcome of claim resolution. Considers short and long-term outcomes through decision-making sessions to ensure all stakeholders are involved.

  • Customer Service: Aligns and supports goals that promote client-centric culture. Services the needs of both internal and external clients, understands all expectations of performance, committed to delivering high-quality service, ability to communicate often, and responsive to all timely requests. Has the passion to deliver high-quality work. 

  • Interpersonal skills: Ability to read and work with a variety of people, assess credibility, maintain optimism, build relationships, be resilient and approachable. Leads by example.

  • Strategic Thinking: Understands multiple resources, assists in claim resolution, and facilitates these resources. Continuously monitors the effectiveness of the current strategy and makes recommendations for necessary changes. Continually assesses the success of the strategy and ultimate claim outcome against the market and competitors. 

  • Functional/Technical Expertise: Demonstrates the ability to investigate, evaluate and resolve claims. Maintains own functional /technical expertise through projects, designations, continuing education, etc. Models expert learning and growth by having a strong understanding of best practices within the function. Has a working knowledge of claims workflow and a strong understanding of the processes. Proven track record of sustained performance as measured by performance indicators.

JOB TITLE: Senior Claims Examiner

DEPARTMENT: Claims Services

LOCATION: Remote

EFFECTIVE DATE: June 30, 2022

 

COMPANY OVERVIEW:

OneSource Claims Management Solutions, LLC ("OneSource") is a third-party administrator offering claims management solutions to a national client base. We believe in a customer experience built on transparency, speed, accuracy, and outstanding service. We are invested in developing the people and processes necessary to provide a "Best in Claims" experience while maintaining the appropriate level of focus on expense mitigation.

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 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 www.onesourcecms.com for more information.

 

JOB SUMMARY:

Handles a variety of claims, including complex claims of high dollar value, auto/trucking, non-emergency medical transport, and commercial general liability. Handling includes all aspects of coverage, loss investigation, evaluation, negotiation, and resolution of the claim. Understands claims objectives and ensures file quality meets OneSource Claims Management Solutions claim performance standards. Identifies all exposures and establishes accurate and timely reserves.

 

DUTIES/RESPONSIBILITIES:

  • Execute client/OneSource Claims Management Solutions strategies to achieve claims quality, customer service, and operational objectives.
  • Effectively works claims to ensure file quality meets OneSource Claims Management Solution's claim performance standards.
  • Presents claims in a roundtable setting or at a claim review.
  • Prepares reservation of rights letters and coverage disclaimer letters, and directs all aspects of the coverage investigation.
  • Engages with defense counsel, coverage counsel, independent adjusters, and other experts, as necessary.
  • Directs handling of litigated files, including attendance at mediations, depositions, and trials.
  • Identifies/utilizes vendors and effectively manages the vendors to achieve satisfactory results on both the expense and indemnity costs.
  • Travel may be required.
  • May be called upon to perform additional duties if needed.

 

POSITION REQUIREMENTS:

Communication:

  • Consistently and effectively communicates with a diverse spectrum of people across the organization and externally
  • Encourages and expects knowledge-sharing communication
  • Speaks in front of groups, engages the audience, and presents material effectively

Problem Solving & Decision Making:

  • Analyzes and anticipates unintended consequences when making recommendations or decisions
  • Actively solicits opinions and input from others as part of the decision-making process; listens actively
  • Looks outside of OneSource Claims Management Solutions for decision-making input; has a strong network of internal and external contacts for information and alternatives
  • Sees the "big picture" for claim resolution and can evaluate risk
  • Treats issues as a learning opportunity for self and team and shares lessons learned from claim resolution

Customer Service:

  • Aligns and supports goals that promote a client-centric culture
  • Regularly communicates customer service topics to keep the team focused on claims handling excellence as part of good customer service

Results-Oriented:

  • Translates organizational goals for growth and profitability with prompt resolution
  • Consistently produces positive results for complex claims
  • Attains goals despite adverse, challenging, or changing circumstances

Strategic Thinking:

  • Continuously monitors the effectiveness of the current strategy and makes recommendations for necessary changes
  • Continually accesses the success of the strategy and ultimate claim outcome against market and competitors

Functional/Technical Expertise:

  • Maintain functional /technical expertise through projects, designations, continuing education, etc.
  • Models expert learning and growth by having a strong understanding of best practices within the function
  • Must have a working knowledge of claims workflow and understanding of the process
  • Proven track record of sustained performance as measured by performance indicators

 

REQUIRED SKILLS/ABILITIES:

  • Customer service experience is required
  • Explains simple and complex issues
  • Prepares and delivers presentations
  • Collaborates and develops strong team relationships within and outside the claims department
  • Extensive knowledge of claims processes and procedures, in addition to the overall knowledge of the insurance industry
  • Reads and understands legal documents and is experienced in litigation management

EDUCATION & EXPERIENCE:

  • 10+ years of experience in the Property & Casualty industry preferred
  • PIP claim adjusting experience preferred
  • 10+ years of experience handling complex/litigated claims
  • High school degree or equivalent; college degree preferred
  • Insurance designation preferred
  • Basic computer skills and knowledge of Microsoft Office applications preferred
  • Holds and maintains necessary adjuster licenses in states where 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.

 

WORKING CONDITIONS:

While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.

 

JOB TITLE: Controller Commercial Claims

LOCATION: Woodland Hills, CA

EFFECTIVE DATE: June 30, 2022

 

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.

 

RESPONSIBILITIES:

  • Oversee all accounting functions for Claims Services business with approximately $50MM in annual revenue
  • Responsible for monthly close, account reconciliations, monthly reporting, partnering with business staff on special projects, revenue recognition, A/R, A/P, payroll, internal controls, tax, annual audit, compliance, assisting with RFPs, managing the entire accounting department
  • Position reports to Corporate Controller
  • Responsible for integration of future acquisitions
  • Work closely with the cash management team
  • Budgeting and financial planning

 

REQUIREMENTS:

  • Experience working with a Claims company.
  • Bachelor’s degree in accounting or related field.
  • Must have a minimum of 10 years of experience in Accounting.
  • Must have experience managing a team of accounting professionals.
  • Ability to prioritize tasks.
  • Must be adaptable, responsive, and enthusiastic.
  • Proficiency in Microsoft Office and web applications.
  • Sage Accounting Software Experience.
  • FileHandler Experience.
  • CPA is a plus.
  • Results-oriented, driven, and self-motivated.
  • Excellent verbal and written communication skills.

JOB TITLE: HR Generalist

DEPARTMENT: Human Resources

LOCATION: Hybrid - Woodland Hills, CA

EFFECTIVE DATE: July 5, 2022

 

COMPANY OVERVIEW:

Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook caters to a national client base across myriad industries with divergent needs. Venbrook's team of experts and industry specialists partner with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs.

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 DESCRIPTION:

Join our growing Human Resources team! We are seeking an HR professional as a primary HR business partner for one or more Business Units (specifically retail and wholesale insurance brokerage and insurance programs) within the Venbrook Group of Companies. This position serves as the primary resource on all aspects of human resources, including employee relations, salary and wage administration, benefit administration, employee development, workers' compensation, regulatory compliance, and works in collaboration with the corporate HR team members.

 

DUTIES / RESPONSIBILITIES:

  • Respond to Employee Relations matters and investigate where needed to reach resolution, including drafting full investigation reports.
  • Handle administrative tasks related to benefits, payroll, compliance, etc.
  • Assist and coach Business Unit Leaders and Supervisors on the following: the appropriate resolution of employee relations issues, interviewing, hiring, terminating, promoting, performance review, and safety.
  • Facilitate and support the implementation of organizational development programs; employee orientation and training programs; HR and Payroll System management procedures; employee engagement, performance management, succession planning; and employee records retention and documentation policies.
  • Identifies legal requirements and government reporting regulations affecting human resource functions and ensures policies, procedures, and reporting are communicated to and in compliance for all areas and all Business Units.
  • Support initiatives related to employee benefits.
  • Support and oversee the leave of absence process (FMLA) and accommodation (ADA).
  • Supports all HR, benefit, and compliance audits.
  • Ensures an ongoing and proactive focus on driving change and process improvements within the Business Units, linking change management needs, communications, tools, and processes to promote continuity.
  • Identify needs for updates and assist in the rollout of the Employee Handbook, personnel policies, and procedures.
  • Responds to employee inquiries and directly supports Business Units regarding policies, procedures, programs, payroll, and benefits issues.
  • Handle multiple Human Resource projects to completion.

 

REQUIREMENTS:

  • Thorough knowledge of employment-related laws and regulations; specifically in California
  • Proficient with Microsoft Office Suite or related software (high-level Excel skills preferred).
  • ADP experience preferred.
  • Knowledge of employee benefits includes group health and life insurance plans, flexible spending, dependent care programs (FSA), 401(k) plan, and COBRA.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal, negotiation, and conflict resolution skills.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Ability to act with integrity, professionalism, and confidentiality.
  • Experience in retail broker or insurance environment preferred.

 

EDUCATION & EXPERIENCE:

  • Bachelor's degree in Human Resources, Business Administration is strongly preferred.
  • A minimum of five years of human resource management experience is preferred.
  • SHRM-CP or SHRM-SCP is highly desired.

 

JOB TITLE: Director of Financial Reporting

REPORTS TO: Controller - Financial Reporting

FLSA:   Exempt

DEPARTMENT: Accounting

LOCATION: Woodland Hills, CA

EFFECTIVE DATE: July 15, 2022

 

COMPANY OVERVIEW:    

Venbrook Group, LLC is a holdings company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook caters to a national client base across myriad industries with divergent needs. Venbrook's team of experts and industry specialists partner with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class insurance products and programs.

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:

The Director of Financial Reporting role is a great opportunity for an accounting professional (preferably with an insurance background) to advance to the next step in their career. Join a winning Finance team at an Insurance Industry leader! This role will support and work collaboratively with the Controller - Financial Reporting on various projects and daily tasks including:

 

DUTIES/RESPONSIBILITY:

Accounting

  • Responsible for the monthly close process and preparation of all related documents and month end balances.
  • Preparation of monthly financial statements and supporting schedules for internal and external distribution.
  • Monthly reconciliations for all balance sheet accounts.
  • Responsible for all necessary journal entries, both monthly and year end.
  • Preparation of various budget variance reports on revenue and expense detail.
  • Review corporate allocations to various business units.
  • Coordinate with divisional controllers for timely recording of financials and all intercompany transactions.

 Team Management

  • Aid with staff development and recruitment.
  • Provide initial and ongoing training to Accounts Payable and Accounts Receivable team members.

 

EDUCATION & EXPERIENCE:

  • Bachelor’s degree in accounting or related field.
  • Must have a minimum of 8 years of experience in accounting.
  • Ability to prioritize tasks.
  • Must be adaptable, responsive, and enthusiastic.
  • Must be a self-starter and have the ability to work independently and under supervision.
  • Proven track record of building strong working relationships with employees while fostering a cooperative work environment.
  • Ability to work collaboratively across departments and functions to design solutions to resolve problems.
  • Demonstrates a high standard of ethics.
  • Proficiency in Microsoft Office and web applications.
  • Results-oriented, driven, and self-motivated.
  • Excellent verbal and written communication skills.
  • Insurance agency management software experience is a plus.

 

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.

 

WORKING CONDITIONS:

While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.

JOB TITLE: Account Manager - Commercial Lines R/E

REPORTS TO: Account Executive

DEPARTMENT: Venbrook Insurance Services, LLC

LOCATION: Orange County, CA; Hybrid Remote Available

EFFECTIVE DATE: July 20, 2022

 

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 join our new and growing commercial lines team! The Account Manager role is a ground floor opportunity for a commercial insurance professional with 3-5 years’ experience. The Account Manager will actively support an assigned client base of commercial accounts in a manner that promotes an excellent level of service and profitability to both the customer and Venbrook.

 

COMPETENCIES:

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 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.

Customer Services

  • 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.

  

DUTIES/RESPONSIBILITIES:

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.

Marketing Renewals and New Business

  • 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.

 

EDUCATION & EXPERIENCE:

  • 3-5 years of related work experience
  • CISR 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.

 

WORKING CONDITIONS:

While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.

JOB TITLE: Claims Adjuster, Public Entity

DEPARTMENT: Claims Services

LOCATION: Hybrid in San Jose, CA

EFFECTIVE DATE: July 25, 2022

 

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 atwww.carlwarren.com

 

*****THIS IS A HYBRID POSITION BASED IN SAN JOSE, CALIFORNIA*****

 

ACCOUNTABILITIES

  • Communication with client’s employees, point of contact, and file handling to the conclusion of assignments.
  • Execute on client/Carl Warren strategies to achieve claims quality, customer service, and operational objectives.
  • Work effectively with partners/subcontractors to achieve satisfactory results on both the expense and indemnity costs.

 

REQUIREMENTS

  • 3+ years of handling litigated auto and/or general liability property damage and bodily injury claims
  • Field investigation experience preferred
  • Public entity experience is a plus
  • College degree is preferred, and a designation (e.g. AIC, AIM, ARM, CPCU) and/or insurance-related courses are a plus.
  • Experience working in claims management systems and strong knowledge of Microsoft applications (Outlook, Word, Excel, and PowerPoint)

JOB TITLE: Support Specialist

DEPARTMENT: Claims Services

LOCATION: Los Angeles, CA

EFFECTIVE DATE: August 1, 2022

 

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:

  • Completes forms, letters and other communications. Sets up paper/electronic files and databases.
  • Processes incoming/outgoing mail.
  • Route internal/external inquiries to the proper source
  • Responsible for administrative tasks such as expenses, maintaining supplies, assembling certified mail, copying, faxing, scanning and filing
  • Additional duties as directed

 

QUALIFICATIONS:

  • 1+ years of office/clerical experience
  • 2+ years of customer service experience
  • Basic computer skills and knowledge of Microsoft applications
  • High school degree or equivalent, college degree preferred

 

We are looking for a Support Specialist to join our team.