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
Victory for our Venbrook hikers at Upper Las Virgenes Canyon
Welcome to Venbrook!
Our East Meets West sales meeting welcome sign!
Beach clean up from coast to coast!
Venbrook Group ladies at a networking event hosted by Arent Fox
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!

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: Account Executive- Commercial Lines

Reports to: Unit Manager

Location: Woodland Hills, CA

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.

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.

Staff Accountant

REPORTS TO: Corporate Controller

**JOB LOCATION: This position currently works onsite in our Woodland Hills, CA office. It is not remote as our accounting department is considered in an essential business.  We encourage local candidates to apply, thank you!

Company Overview:

Carl Warren is a nationwide Third-Party Administrator (TPA) with about 150 employees and 20 locations across the country. We provide liability and property claims management and administration services to the private and public sectors, insurance companies and captives.

Job Description

We are growing! Come meet our new CFO and join a growing Accounting Department in Woodland Hills, CA! The Staff Accountant role is a great opportunity to support the Corporate Controller during an exciting time of substantial corporate growth and upgrading of processes and procedures.

DUTIES & RESPONSIBILITIES:

  • Bank reconciliations
  • Monthly close process and prepare all related documents and month end balances
  • Preparation of monthly financial statements
  • 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
  • Assist in providing critical financial information within and outside Accounting
  • Assist in general process improvements and process documentation for all facets of the accounting cycle
  • Develop internal relations at all levels providing high support and a high level of customer service
  • Other assignments as needed

EDUCATION & EXPERIENCE

  • Bachelor’s Degree in accounting
  • Minimum 1 – 3 years work experience
  • Strong financial analysis skills
  • Proficiency in MS Office applications with advanced Excel required
  • Strong time-management skills
  • Excellent communication and analytical skills
  • Public/private background preferred
  • Insurance industry experience preferred

Physical Demands:

While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands 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 Description

Job Title: Account Executive- Commercial Lines

Reports to: Unit Manager

Location: San Francisco, CA- Remote

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.

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

Reports to:                  SVP, Employee Benefits

Location:                     Los Angeles, CA                        

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

 

******THIS POSITION IS A HYBRID REMOTE POSITOIN. 2 DAYS IN THE OFFICE, 3 DAYS REMOTE*******

*******EMPLOYEE BENEFITS ACCOUNT EXECUTIVE WITH LARGE GROUP INSURANCE*********

The group benefits account executive will work w/ producer on large group business and provide daily critical customer service on a timely manner. They will develop and maintain relationships with employers /employees and always have a clear understanding of their needs.

The ideal candidate will be highly motivated, organized, and accountable, possess team player skills, and will optimize growth within the book of business that they will be overseeing.

Job Skills and Requirements

  • A minimum of 10 years’ experience managing and servicing group benefit accounts
  • A valid CA Life & Health License
  • Extensive knowledge of products, carriers, general agencies and insurance plans, including, but not limited to life, health, disability, long-term care, dental and vision
  • Excellent communication, presentation and relationship building skills
  • Knowledge of Keynote, Adobe Acrobat Pro, DocuSign and Office 365 including Word, Excel & Teams
  • Experience reviewing group benefits plans across multiple states, identifying needs and marketing to general agencies and direct with insurance carriers
  • Ability to analyze multiple carrier options and present solutions matched to client needs
  • Prioritize tasks and deliver in a fast-paced working environment

Responsibilities

  • Primary contact for marketing, servicing and assisting with renewing of group benefit accounts
  • Educate & Engage clients about their group benefit plans and coverages
  • Maintain a current valid life and health license including commitment to continuous education and attend appropriate carrier and agency training sessions as needed
  • Assist with new employee enrollments, summary of benefits and enrollment paperwork
  • Work with implementation specialists during open enrollment
  • Responsible for maintaining and managing client and carrier documents
  • Create benefit proposals for new clients and assist with renewals
  • Collaborate with sales plans and strategies
  • Independently and reliably provide problem resolution around complex client issues - we NEVER SAY NO :)
  • Develop and maintain excellent client and carrier relationships
  • Punctual, diligent and efficient

Job Description

Company Overview:

Venbrook Group, LLC is a holding company with subsidiaries engaged in retail and wholesale brokerage, program management, claims management and third-party administration. Our group of Companies offer risk advice, risk transfer, and risk mitigation solutions in specialty areas including mergers and acquisition transactions, property risk solutions, design and management of employee health care programs, risk control consulting (loss control) services, and private client services.

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

For more information on Venbrook, 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

Position Description:

Venbrook is seeking a Marketing Manager-Employee Benefits with experience creating, implementing, and overseeing marketing programs and initiatives in the insurance industry that effectively promote the Company and its various divisions. In this role, as part of the marketing team and in partnership with key stakeholders this individual will oversee marketing projects and priorities, evaluating performance on KPIs. The candidate must be able to juggle multiple projects and priorities, collaborate with cross-functional teams, and have a high-level of competency to support varied audiences.

Responsibilities:

·This position will have the primary responsibility to support the Employee Benefits division by developing marketing content and providing marketing support.

·Develops targeted marketing strategies and plans to pair customized marketing mixes with audience-specific messages tin order to provide the right message to the right client at the right time, in the right context to support company initiatives and growth.

·Manages brand integrity and standards across multiple communications channels (strategy, digital, events, product, advertising, design, etc.).

·Maintains communications schedule/calendar of online and offline initiatives targeted at internal and external audiences. Analyze effectiveness of all initiatives and make actionable recommendations for improvement.

·Contribute creatively and execute on corporate communications, campaigns, events, tradeshows, and customer-facing online and offline materials.

·Helps drive program and sales objectives with sales teams. Provides and understands metrics and ROI.

·Development of content strategy and providing consistent messaging across marketing materials, emails, newsletters, press releases, social media outlets, etc.

·Responsible for overall sales/marketing reporting and analytics, data extraction, list and/or lead generation, and evaluating ROI.

·Manages relationships with vendors including agencies, freelancers, and various interactive media outlets.

·Conducts on-going research and analysis, competitive data, provide key insights on needs by market, product ideation, enhancement, and development decisions.

·Ensures that projects are completed in a timely manner and within budget.

·Works closely with the Vice President of Marketing & Communications, creative services teams, and company leadership.

Requirements:

·Minimum of a Bachelor’s degree required.

·Preferred experience working in employee benefits or in insurance services marketing with a top insurance or finance firm.

·Demonstrated knowledge of insurance services, risk management, employee benefits managing communications, marketing, and project planning.

·Knowledge of regulatory and compliance bodies for marketing best practices, regulatory and compliance guidelines with Department of Insurance (DOI), ISO, ADA, and HIPAA.

·High energy self-starter; must be able to take the initiative with minimal guidance and be self-directed and also comfortable working as part of a team.

·Strong communications and analytical thinker. Must be able to communicate the story behind the data and think outside the box.

·Excellent interpersonal and relationship management skills with the proven ability to work with all levels of an organization.

·Experience with campaign metrics, providing ROI, and utilizing third-party databases for data segmentation and extraction.

·Social media content management experience.

·Experience with Salesforce Pardot, Adobe CS, project management software, content management systems, printing standards & offset printing, and website standards.

·Critical thinker with ability to organize and prioritize multiple tasks and meet deadlines.

This position will start out Remote, but with the intentions of returning to the office once possible.

Job Type: Full-time

Job Description

Come and join a Commercial Insurance Team that is on the move! The Senior Account Manager I role is a dynamic opportunity for a Commercial Insurance professional with 5+ years’ or more experience at a Retail Agency. Experience with construction and transportation business is preferred. The Senior Account 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.

Client Service

· To independently manage a specific number of assigned accounts (moderate to complex) and to direct the management of these accounts in a manner that promotes an excellent level of service and profitability

· Oversee, analyze and evaluate client’s 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. 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

II. Marketing Renewals and New Business (requires minimal assistance from Manager)

· Prepare underwriting submissions, assist Account Executive in the selection of markets, and send completed submissions to markets in a professional and timely manner.

· Negotiate with insurance company 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, issue binders, process invoices and set up files.

· Maintain and update knowledge of industry trends, marketplace, and appetites of carriers.

· Prepare coverage letters, check policies for accuracy, issue binders, process invoices and set up files.

COMPETENCIES:

I. 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.

· Presentations skills – able to participate in client presentation as requested by producer or manager.

· 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.

II. Customer Service

· Highly alert to the needs of the client.

· Consistent and continuous service to the client and carriers.

· Works with a sense of urgency as required to meet deadlines.

· Manages difficult or emotional customer situations.

· Acts in a diplomatic manner and responds promptly to customer needs.

· Meets all commitments.

III. Computer Skills

· Proficient in common Microsoft Office applications – Word, Excel, etc.

· AMS 360 experience preferred.

EDUCATION & EXPERIENCE

· Some college or technical courses preferred

· Minimum 5 - 7 years of related work experience

· California Brokers Property/Casualty License

· CISR Designation preferred

Physical Demands:

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

ABOUT THE COMPANY

Carl Warren is a nationwide Third-Party Administrator (TPA) with 150 employees and 20 locations across the country. We provide liability and property claims management and administration services to the private and public sectors, insurance companies and captives.

At Carl Warren, we are committed to investing in our employees' development and providing a positive work environment where our employees feel valued. We are looking for a Claims Examiner with 3+ years of handling litigated auto and/or general liability property damage and bodily injury claims to join our team. This position will be based out of Los Angeles/Orange County, 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.

· Could be called upon to perform additional duties, if needed.

 

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)

· Obtain and maintain necessary adjuster licenses

 

SKILLS

Do you have strong knowledge of claims processes?

Extensive knowledge of public entity claims handling along with overall knowledge of the insurance industry; ability to read and understand legal documents.

Are you a problem solver?

Strong negotiation skills with the ability to quickly conceptualize the issues involved in the claim, make a plan, and then execute the plan; anticipate situations and mitigate proactively.

Are you a good communicator?

The ideal candidate will have customer service experience and be able to explain simple and complex issues; strong listening skills; prepare and deliver presentations; professional oral and written communication skills are important.

Do you jump at the opportunity to learn and collaborate with colleagues?

Develop strong relationships with associates from within and outside the claims department; willingness to learn; assist with other tasks, if needed.

ABOUT THE COMPANY

Carl Warren is a nationwide Third-Party Administrator (TPA) with 150 employees and 20 locations across the country. We provide liability and property claims management and administration services to the private and public sectors, insurance companies and captives.

At Carl Warren, we are committed to investing in our employees' development and providing a positive work environment where our employees feel valued. We are looking for a Claims Examiner with 3+ years of handling litigated auto and/or general liability property damage and bodily injury claims to join our team. This position will be based out of Los Angeles/Orange County, 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.

· Could be called upon to perform additional duties, if needed.

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)

· Obtain and maintain necessary adjuster licenses

SKILLS

Do you have strong knowledge of claims processes?

Extensive knowledge of public entity claims handling along with overall knowledge of the insurance industry; ability to read and understand legal documents.

Are you a problem solver?

Strong negotiation skills with the ability to quickly conceptualize the issues involved in the claim, make a plan, and then execute the plan; anticipate situations and mitigate proactively.

Are you a good communicator?

The ideal candidate will have customer service experience and be able to explain simple and complex issues; strong listening skills; prepare and deliver presentations; professional oral and written communication skills are important.

Do you jump at the opportunity to learn and collaborate with colleagues?

Develop strong relationships with associates from within and outside the claims department; willingness to learn; assist with other tasks, if needed.