Job Summary

Carl Warren & Company, a leading nationwide Third-Party Administrator (TPA), is seeking a highly experienced Property Liability Adjuster for a hybrid role supporting our client EBMUD in Oakland. As a Property Liability Adjuster, you will be responsible for executing on client and Carl Warren strategies to achieve claims quality, customer service, and operational objectives. This hybrid role requires a strong background in property claims management, excellent communication skills, and the ability to work effectively with internal and external stakeholders.

Responsibilities

• Execute on client and Carl Warren strategies to achieve claims quality, customer service, and operational objectives.
• Proactively manage claims to ensure file quality meets Carl Warren & Company Claim Handling Guidelines and client requirements.
• Maintain high productivity levels based on the age and complexity of the assigned caseload, which can range from 15-50 claims with values exceeding $250K.
• Manage timely diaries of claims and consistently achieve audit scores of 90% and above.
• Focus on providing outstanding work products to clients.
• Provide excellent customer service to internal and external customers.
• Prepare reports for clients and present claims in roundtable settings or claim reviews as needed.
• Develop strategies for claims resolution with clear and focused file notes.
• Identify and effectively manage vendors to achieve satisfactory results on both expense and indemnity costs.
• Perform other duties as assigned.

Requirements

• 7+ years of experience in the P&C industry, with public entity experience a plus.
• 5+ years of experience handling complex/litigated claims and litigation management.
• Property experience is a must, with homeowners experience acceptable.
• College degree preferred.
• Insurance designation preferred.
• Excellent verbal and written communication skills, proficient in professional communication, correspondence, Xactimate, and Excel.
• Strong computer skills and Microsoft applications preferred.
• Knowledge of claims processes and procedures, as well as the overall insurance industry.
• Ability to read and understand legal documents.
• Xactimate experience is required.

Competencies

• Communication Skills: Consistently and effectively communicate with diverse stakeholders across the organization.
• Problem Solving & Decision Making: Determine steps to obtain the best outcome of claim resolution, considering short and long-term outcomes.
• Customer Service: Align and support goals that promote a client-centric culture, delivering high-quality service to internal and external clients.
• Interpersonal Skills: Ability to read and work with a variety of people, assess credibility, maintain optimism, build relationships, and be resilient and approachable.
• Strategic Thinking: Understand multiple resources that assist in claim resolution and facilitate these resources, continually monitoring the effectiveness of the current strategy.
• Functional/Technical Expertise: Demonstrate the ability to investigate, evaluate, and resolve claims, maintaining functional and technical expertise through projects, designations, and continuing education.

Additional Information

• Claim assignments: 3-5 claims per week based on historical data.
• Average timeline: Varies due to the claimant's need to submit proof of damages, with some claims taking several months to resolve.
• Training: Onsite training at EBMUD and general Carl Warren & Company training.
• Claim management systems: EBMUD uses MicroNich and FHE for claims management.
• Mileage reimbursement: Mileage is reimbursable from the EBMUD office to the inspection site.

 Up to $90,000

COMPANY OVERVIEW:

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

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

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

We offer competitive compensation and a comprehensive benefits package: 

· 401k + employee match 

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

· Paid Time Off (PTO) 

· Paid Holidays 

· Paid Sick leave 

· Professional development programs 

· Work-life quality and flexibility 

Visit us online at www.venbrook.com  

JOB SUMMARY:

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

What You Will Do: Training and Development:

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

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

•Provide ongoing training and support to optimize daily operations.

Data Auditing:

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

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

Documentation and Reporting:

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

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

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

Continuous Improvement:

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

Ideal

Candidate Profile:

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

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

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

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

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

Salary 61k-85k

Administrative Assistant, Venbrook Senior Leadership

COMPANY OVERVIEW:

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

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

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

We offer competitive compensation and a comprehensive benefits package: 

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

Visit us online at www.venbrook.com  

POSITION OVERVIEW:

Come join our team as an important and contributing team member. The Administrative Assistant role is a great way to add valuable experience to your resume. This role will actively support the Senior Executive Assistant, who supports all Venbrook Senior Leadership.

DUTIES & RESPONSIBILITIES:

• Organize and schedule appointments, meetings, and travel arrangements for multiple calendars.
• Manage expense reports.
• Coordinate logistics for meetings, including room setup, and catering.
• Work with sensitive information with discretion to maintain confidentiality and security.
• Produce and distribute correspondence memos, letters, and forms.
• Assist in the preparation of agendas, reports, and presentations.
• Develop and maintain a digital and physical filing system.
• Order and maintain supplies for office.
• Direct visitors and answer phone calls.
• Hybrid work arrangement; three days per week in the West LA Office and Woodland Hills Office.

QUALIFICATIONS:

• High level of professionalism, confidentiality, courtesy, and integrity.
• 5+ years of basic administrative experience.
• Team player with the ability to frequently change priorities in a fast-paced environment.
• Superior record for attendance and punctuality.
• Excellent time management skills and the ability to prioritize tasks.
• Experience supporting a team or department a must.
• High school diploma or equivalent essential.
• Proficient in MS Suite (Outlook, Excel, PowerPoint).

Position pays up to $75,000

JOB SUMMARY:

The Senior Client Executive in the Employee Benefits department acts as an agent for Producer assigned accounts, managing a book of business and partnering with the service team. This role is responsible for servicing and solicitation activities, maintaining client relationships, and driving growth in the employee benefits sector.

DUTIES & RESPONSIBILITIES:

• Manage all client-required services and maintain client relationships with minimal input from Producers.
• Oversee a large book of business through the direction of employees on the service team.
• Develop new business leads from Producers and identify cross-sell opportunities.
• Serve as the primary point of contact for clients from initial lead through ongoing service.
• Participate in team selling processes, including finalist interviews and RFP responses.
• Prepare and present renewal analyses to clients.
• Sell renewal business to existing clients and, where applicable, sell additional lines of coverage.
• Promote other Venbrook services to clients through Producer Service Proposals
• Provide analysis and recommendations concerning clients' existing coverages.
• Select carriers for solicitation and negotiate benefit and premium considerations.
• Respond to client inquiries, including benefit and claim questions and issues.
• Review client coverage contracts and amendments for accuracy
• Manage and negotiate third-party vendor relationships and contracts on behalf of clients.
• Manage dedicated service team and provide mentoring and coaching to departmental staff.
• Serve as a technical expert, assisting department members in resolving complex issues.
• Comply with agency management system data standards and maintain data integrity.
• Other duties as assigned.

QUALIFICATIONS:

• Bachelor's degree or equivalent combination of education and experience
• Ten (10) or more years of related work experience in employee benefits
• Valid insurance license with ongoing commitment to meeting Continuing Education requirements.
• Proficiency in Microsoft Office Suite
• Excellent verbal and written communication skills
• Strong problem-solving and time-management abilities
• Demonstrated ability to work within a team and foster teamwork.
• Exceptional planning, organizational, and prioritization skills

Salary up to $150k

JOB TITLE: Client Manager Student Insurance

COMPANY OVERVIEW:

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

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

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

We offer competitive compensation and a comprehensive benefits package:

· 401k + employee match

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

· Paid Time Off (PTO)

· Paid Holidays

· Paid Sick leave

· Professional development programs

· Work-life quality and flexibility

Visit us online at www.venbrook.com

JOB TITLE: Client Manager

DEPARTMENT: Student Insurance

JOB SUMMARY: The Client Manager in the Student Insurance department acts as an agent for Producer assigned accounts, managing a book of business and partnering with the service team. This role is responsible for servicing and solicitation activities, maintaining client relationships, and driving growth in the student health insurance sector.

DUTIES & RESPONSIBILITIES: Independently manage and service a designated book of business, including marketing, renewals, and invoicing

• Develop and maintain strong relationships with clients to understand their unique needs and deliver exceptional service

• Conduct regular client meetings and strategic reviews to discuss plan performance, address concerns, and explore service enhancements

• Handle day-to-day client servicing, resolve inquiries and complaints related to insurance products, policy changes, benefits, claims and billing

• Market, analyze and negotiate renewals with insurance carriers to secure competitive premiums and policy terms on behalf of clients

• Prepare and present detailed client presentations and reports to review claims data and coverage recommendations

• Demonstrate an understanding of coverages and policy terms and clearly articulate this information as needed

• Maintain client files and records in agency management systems and document account activities clearly

• Prepare renewal contracts, review policies for accuracy, process endorsements, invoices and set up files

• Assess and act upon opportunities to develop additional account revenue through cross-selling

• Handle all escalations related to students and educational institutions effectively

QUALIFICATIONS:

• Bachelor's degree or equivalent combination of education and experience

• Minimum 5 years of experience as an Account Manager in the insurance industry

• Background in Student Health preferred

• Valid California Life & Health License (or ability to obtain within 90 days of hire)

• Excellent verbal and written communication skills to effectively address complex issues and present solutions clearly

• Strong attention to detail, analytical and problem-solving abilities, with strategic thinking and decision-making skills

• Proficiency in Microsoft Office Suite

• Spanish speaking preferred

Salary Up to $90,000

JOB TITLE: Senior Client Executive/Unit Manager

DEPARTMENT: Retail Services

COMPANY OVERVIEW:

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

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

We offer competitive compensation and a comprehensive benefits package:

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

Visit us online at www.venbrook.com.

JOB SUMMARY:

Come and join a Commercial Insurance Team that is on the move! The Senior Client Executive/Unit Manager role is a dynamic opportunity for a Commercial Insurance professional with at least 15 years or more experience at a Retail Agency. A fun and energetic culture is the foundation of this team. By joining, you can be assured of an environment where teamwork, faced 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 Client Executive/Unit Manager 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 as well as manage a team of 5 Client Executives, 4 Client Managers, and 2 Producers.

DUTIES & RESPONSIBILITIES:

• Client Services
• Oversee, analyze, and evaluate client’s risks; review coverages to ensure quality of risk placemen Recommend needed changes in coverage when required due to change in exposure, marketplace, and general improvement of insurance program.
• May have independent production responsibilities as assigned.
• 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 Managers and Account Technicians 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
• any inconsistences between the insurance requirements and the Insured’s existing coverage (including recommendations on how theses inconsistences should be resolved), and
• any appropriate changes to the wording to improve the risk transfer or to make the requirements better reflect the current mark
• 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 Producers and or departments on sales calls/opportunities to present coverages or departmental presentations.
• Supervisory Unit Management Responsibilities:
• Oversee Book of Business for all team members.
• Oversee and manage incoming new business.
• Prepare and discuss annual review with employees in the unit
• Maintain operational procedures. Existing and new.
• Run reports as required (production etc).
• Weekly team meetings.
• Monthly team meetings.
• Work directly with upper management in all divisions.
• Provide guidance and support to all team members.
• Maintain REAPA Property program at the Retail level.

COMPETENCIES:

• Interpersonal Skill
• 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 neede
• 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 learnin
• Sales skills - Negotiating skills and ability to identify opportunities to increase revenue.
• Customer Service
• Highly alert to the needs of the clients
• 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 Skill
• 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 critics
• 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

COMPUTER SKILLS:

• Proficient in common Microsoft Office applications – Word, Excel, e
• AMS 360/ImageRight experience

EDUCATION & LICENSING:

• BA/BS preferred
• Minimum 15 years of related work experience California Brokers Property/Casualty License
• CIC Designation preferred
• California Property/Casualty License Required

Salary up to $180,000

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.