Come join our warm, casual, welcoming work environment and be part of the team! Hybrid schedule available!

Brooks Group Insurance Agency LLC (“Brooks”) is a full-service wholesale distributor of specialty insurance products and services in the property and casualty marketplace providing coverage on both an excess and surplus (E&S) and admitted basis.

Since its founding, Brooks has successfully serviced the standard markets and brokered distressed and complex lines of business. As an independent wholesaler, Brooks has the premium volume to create and maintain significant relationships with its markets, enabling a preferred partner status that results in priority attention to submissions and superior service. Brooks’ market strength and expertise includes:

• Independent wholesale broker
• High-touch broker specialists
• Comprehensive business product line mix
• Collective approach to complex insurance needs

Job Description:

The Associate Broker role is for an individual with a minimum 3 years’ experience in the wholesale insurance industry. This role will report directly to the Unit Manager and provide customer service support to various retail agents (Brooks customers). The Associate Broker will actively work with carriers to manage quoting, document distribution, binding, and billing. This role will be located in/report into the Brooks office located in Manalapan, NJ.

Responsibilities:

• Maintains and services new and renewal policies from quoting, binding, billing and throughout the policy term.
• Reviews applications for completeness and requests missing information from the retail agent, when required.
• 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
• Requests changes to policies as instructed by the agent.
• Maintains compliance with 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:

• 3 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

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Manalapan, NJ: Reliably commute or planning to relocate before starting work (Required)

Experience:

• commercial insurance: 3 years (Preferred)

License/Certification:

• P&C License (Preferred)

Work Location: Hybrid in Manalapan, NJ

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.
• 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.

QUALIFICATIONS

• 7+ years of experience in the P&C industry is preferred. Public Entity experience is a plus.
• 5+ years of experience handling complex/litigated claims and litigation management.
• Property experience is a plus
• 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

Claims Examiner

General Summary

Handles a variety of claims including complex claims of high dollar value. These claims may involve coverage and liability issues. Handling will consist of direct investigation, evaluation, negotiation and resolution of claim. Understands claims objectives and ensures file quality meets Carl Warren claim performance standards. Identifies all exposures, establish accurate and timely reserves.

Key Responsibilities

Ø Execute on client/Carl Warren strategies in order to achieve claims quality, customer service and operational objectives.

Ø Effectively works claims to ensure file quality meets Carl Warren claim performance standards.

Ø Presents claims in a roundtable setting or at a claim review.

Ø Directs handling of litigated files, to include attendance at mediations, depositions and trials

Ø Identifies/utilizes vendors and effectively manages the vendors to achieve satisfactory results on both the expense and indemnity costs

Ø Travel may be required

Ø May be called upon to perform additional duties, if needed

Qualifications

Minimum Experience/Education:

Ø 7+ years of experience in the Property & Casualty industry, preferred

Ø 5+ years of experience handling complex/litigated claims and litigation management

Ø High school degree or equivalent; college degree preferred

Ø Insurance designation preferred

Ø Basic computer skills and knowledge of Microsoft Office applications preferred

Ø Holds and maintains necessary adjuster licenses in states where required

Communication:

Ø Customer service experience is required

Ø Explains simple and complex issues

Ø Prepares and delivers presentations

Ø Skilled at explaining changes in legislation, claim practices and procedures and notable client changes, to ensure compliance

Ø Professional oral and written communication skills are the foundation to success in this position

Collaboration:

Ø Collaborate and develop strong team relationships within and outside the claims department

Technical Knowledge:

Ø Extensive knowledge of claims processes and procedures, in addition to overall knowledge of the insurance industry

Ø Read and understand legal documents

Carl Warren Values:

Ø Lead by example in a way that is representative of Carl Warren Values.

Communication Skills:

Ø Consistently and effectively communicates with a diverse spectrum of people across the organization and externally

Ø Encourages and expects knowledge-sharing communication

Ø Speaks in front of groups, engages audience and presents material effectively

Problem Solving & Decision Making:

Ø Analyzes and anticipates unintended consequences when making recommendations or decisions

Ø Actively solicits opinions and input from others as part of the decision making process; listens actively

Ø Looks outside of Carl Warren for decision making input; has strong network of internal and external contacts for information and alternatives

Ø Sees the “big picture” for claim resolution

Ø Treats issues as a learning opportunity for self and team and shares lessons learned from claim resolution

Customer Service:

Ø Aligns and supports goal that promote client-centric culture

Ø Regularly communicates customer service topics to keep team focused on claims handling excellence as part of good customer service

Results Oriented:

Ø Translates organizational goals for growth and profitability to team

Ø Consistently produces positive results for complex claims

Ø Attains goals despite adverse, challenging or changing circumstances

Strategic Thinking:

Ø Continuously monitors effectiveness of current strategy and makes recommendations for necessary changes

Ø Continually accesses the success of the strategy and ultimate claim outcome against market and competitors

Functional/Technical Expertise:

Ø Maintains own functional/technical expertise through projects, designations, continuing education, etc.

Ø Ability to work with moderate level of supervision

Ø Models expert learning and growth by having strong understanding of best practice within function

Ø Reviews, analyzes and explains complex estimates and insurance policies

Ø Writes effective communication on complex issues

Ø Evaluates and negotiates complex claims to appropriate resolution

Ø Working knowledge of claims workflow and understands process

Ø Proven track record of sustained performance as measured by KPI’s

Job Type: Full-time

Salary: $65,000.00 - $75,000.00 per year

Benefits:

• 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

Claims Manager

JOB DESCRIPTION

Leads and directs claims operations to create and maintain efficient workflow among staff to provide consistent claims service to clients. Manages adjusters directly or manages through supervisors to accomplish goals and objectives and ensures file quality meets Carl Warren claims performance standards.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Executes on client/Carl Warren strategies in order to achieve claims quality, customer service and operational objectives.

2. Leads, coaches and develops a team of supervisors and adjusters.

3. Creates an environment which enables team members to reach their full potential.

4. Develops a partnership with sales and operations to deliver customer service consistent with Carl Warren’s mission, vision and values.

5. Manages claim expenses for clients and company.

6. Travel may be required

7. Other duties as assigned.

Competencies

1. 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.

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

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

4. 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.

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

6. Functional/Technical Expertise: Demonstrates 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 function. Has a working knowledge of claims workflow and strong understanding of the processes. Proven track record of sustained performance as measured by performance indicators.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and scanners.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m., unless otherwise agreed upon.

Required Education and Experience

1. Ten or more years in Property & Casualty industry, to include experience handling complex and litigated claims

2. Five or more years of experience in training, leading and supervising the work of others is required

3. College degree preferred

4. Insurance designation preferred

5. Excellent oral and written communication skills.

6. Strong analytical and organizational skills.

7. Superior interpersonal skills with team orientation.

8. Excellent computer skills and knowledge of Microsoft Office applications preferred

9. Holds and maintains licenses in states where required

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Metrics

Claim Managers will be responsible to conduct 5 re-audits on files previously reviewed by their supervisor(s) every month. Claims Managers will be held accountable for the audit scores of their Claims Supervisors as set below:

Set up and contact 95%

Investigation 95%

Liability Analysis 90%

Damage Evaluation/Negotiation/Settlement 90%

File Management 95%

Reserving 95%

Salary: $95,000.00 - $105,000.00 per year

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

Company Overview:

Venbrook Insurance Services is a national leader in insurance, reinsurance, and 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 and 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. For more information on Venbrook Insurance Services, visit us at www.venbrook.com.

Follow our community:

Facebook – www.facebook.com/venbrook

Twitter – www.twitter.com/venbrook

LinkedIn – www.linkedin.com/company/venbrook

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 10 years or more experience at a Retail Agency. 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.

DUTIES & RESPONSIBILITIES:

Client Service

• Oversee, analyze and evaluate clients risks; review coverages to ensure quality of risk placement. Recommend needed changes in coverage when required due to change in exposure, marketplace and general improvement of insurance program.
• 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 completion of client requests.
• Analyze the insurance requirements in contracts, including but not limited to leases and loan agreements, and report to the client on (1) any inconsistences between the insurance requirements and the Insured’s existing coverage (including recommendations on how theses inconsistences should be resolved), and (2) any appropriate changes to the wording to improve the risk transfer or to make the requirements better reflect the current market.
• Develop and maintain professional relationships with Client, support staff, insurance markets and other Venbrook staff.
• Keep client files in order; document all account activities in a manner which is clear and understandable by others.

Marketing Renewals and New Business

• Prepare underwriting submissions, assist Producer in the selection of markets, and send submissions to markets in a professional and timely manner. May coordinate client calls with or without Producer assistance.
• Negotiate with insurance carriers in matters of coverages and rates to obtain most comprehensive coverage and competitive pricing for clients and Venbrook.
• Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
• Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
• Prepare coverage letters, check policies for accuracy, and direct technical assistant to issue binders, process invoices and set up files.
• Maintain and update knowledge of industry trends, marketplace, and appetites of carriers; share information with others as needed. Assist 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 annual review 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.

Job Type: Full-time