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: 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:

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: 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.

 

DUTIES & 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: Senior Account Executive, Employee Benefits

LOCATION: Remote work available.

EFFECTIVE DATE: August 17, 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: Director of Financial Reporting

REPORTS TO: Chief Accounting Officer

FLSA: Exempt

DEPARTMENT: Accounting

LOCATION: Woodland Hills, CA

EFFECTIVE DATE: July 15, 2022

 

COMPANY OVERVIEW:

Venbrook Group, LLC is a holding 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 public accounting experience) to advance to the next step in their career. Join a winning Finance team as a Commercial Insurance Industry leader! This role will support and work collaboratively with the Chief Accounting Officer on various projects and daily tasks including:

 

DUTIES/RESPONSIBILITIES:

Accounting

  • Assist with the monthly close process.
  • Assist with annual audit 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 the Payroll Manager and HR.
  • Special projects & reports as needed.
  • Assist with ERP implementation.

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.

 

EDUCATION & EXPERIENCE:

  • 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, and 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: 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: Glendale, CA or Woodland Hills, CA

EFFECTIVE DATE: August 17, 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.

JOB TITLE: Senior Claims Examiner

DEPARTMENT: Claims Services

LOCATION: Hybrid, Los Angeles, CA

EFFECTIVE DATE: August 17, 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

  • 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 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.

 

QUALIFICATIONS

  • Seven or more years of experience in the P&C industry is preferred. Public Entity experience is a plus.
  • Five or more 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

JOB TITLE: Senior Claims Examiner

DEPARTMENT: Claims Services

LOCATION: Orange County, CA

EFFECTIVE DATE: August 29, 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

• Conduct investigations, establish the facts of the loss, coverage analysis, compensability/liability/negligence determination, investigate possible application of risk transfer, litigation management, appropriate use of vendors, apply policy contract and insurance laws to properly assess and negotiate (settle, authorize or deny payment) to the conclusion of the claim within authority limits.
• Timely and appropriate reserve analysis and report completion.
• Handle litigated cases and attend mediation on assigned files.
• Prepare reports and Present claims in a round-table setting or at a claim review.
• Determine if a subrogation opportunity exists and initiates recovery efforts.
• Some travel may be required.

 

QUALIFICATIONS

• 7+ years in Property & Casualty industry.
• 5+ years of handling experience in complex litigated claims.
• Public Entity experience a plus
• General Liability experience is preferred.
• 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: Accounts Receivable Manager

REPORTS TO: Chief Accounting Officer

LOCATION: Hybrid, Woodland Hills, CA

EFFECTIVE DATE: September 12, 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:

We are growing! Come and join a growing Accounting Department in Woodland Hills, CA! The Accounts Receivable Specialist role is a great opportunity to support the Assistant Controller during an exciting time of substantial corporate growth.

 

DUTIES & RESPONSIBILITIES:  

  • Manage collection efforts and associated functions
  • Work with customer service teams and external customers
  • Develop internal relations at all levels providing high support and a high level of customer service
  • Handle sensitive information in a confidential manner
  • Provide support for internal and external audits
  • Evaluate bad debt expense
  • 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
  • Other assignments as needed

 

EDUCATION & EXPERIENCE

  • At a minimum, a bachelor’s degree in accounting or a related field
  • 4-6 years of experience with collections, invoicing, and/or accounts receivable
  • Proficiency in MS Office applications, including Excel
  • Strong time-management skills
  • Strong attention to detail with a dedication to accuracy
  • Excellent verbal and written communication skills
  • Ability to analyze large sets of data
  • A high degree of familiarity with accounts receivable functions
  • Insurance industry experience is helpful but not required

 

PHYSICAL DEMANDS:

While performing the duties of this job, the employee may exert up to twenty pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The position requires the employee to regularly reach with hands and arms, use hands and fingers to grasp, perform repetitive motions, and 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 TITLE: Senior Account Executive, Employee Benefits

LOCATION: West Los Angeles, CA

EFFECTIVE DATE: September 19, 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 10 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, 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 Account Executive will manage a client base of Employee Benefits accounts in a manner that promotes an excellent level of service and profitability to both the customer and Venbrook.

 

DUTIES & RESPONSIBILITIES:

  • Coordinates and maintains relationships with clients 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 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 as well as 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 at 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 relation skills.

EDUCATION & EXPERIENCE:

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

 

 

 

JOB TITLE: TPA Desk Adjuster

DEPARTMENT: Claims Services

JOB TYPE: Full-time

LOCATION: Remote

EFFECTIVE DATE: September 19, 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 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 www.onesourcecms.com for more information.

 

JOB SUMMARY:

The TPA Desk Adjuster will investigate, evaluate, reserve, negotiate, and resolve assigned claims following company guidelines and client Service Level Agreements. The adjuster will provide timely, accurate, fair, and professional service to all clients and insured parties while maintaining a high production level.

 

DUTIES & RESPONSIBILITIES:

  • Conducts thorough investigations, as outlined in the claim handling guidelines and best practices
  • Bills time in the company claims system for all work performed
  • Reaches the correct claim outcome based on thorough coverage analysis, field reports, verifiable damage, and other information
  • Interviews, telephones, or corresponds with insureds, claimants, retail agents, brokers, MGAs, vendors, carriers, witnesses, public adjusters, attorneys, etc. to gather vital information to support the claims
  • Sets, reviews, and updates proper reserves
  • Prepares Statements of Loss and Proofs of Loss
  • Requests claims payments
  • Manages a full caseload
  • Takes recorded statements as needs
  • Reviews and evaluates property claims for coverage and conducts other claims-related tasks within the required statutory or regulatory time frame
  • Interprets policy language and evaluates coverage issues across different policies and endorsements
  • Uses and maintains a claims diary
  • Responds promptly and effectively to emails, phone calls, messages and incoming correspondence from clients, insureds, retail agents, brokers, and management.
  • Prepares technical claim documents and correspondence to insurers and other recipients
  • Prepares reports detailing investigative findings
  • Assigns and works closely with coverage counsel and defense counsel when needed
  • Contributes to department efforts with an emphasis on team collaboration
  • Other Duties as assigned

 

COMPETENCIES:

  • Prior TPA experience required
  • Prior experience billing and recording time for work performed required
  • Carrier experience desk adjusting commercial property claims strongly preferred
  • Five plus years of related property claim handling experience required
  • Estimating experience preferred
  • Experience with Xactimate, Eagleview, Hover and similar applications preferred
  • Must hold or can quickly obtain required adjusting licenses
  • Prior experience analyzing coverage and preparing coverage declination letters, ROR letters, and technical reports and other documents is required.
  • Must have prior litigation experience.
  • Strong writing and communication skills are a must
  • Must have excellent decision-making skills and the ability to work independently
  • Good organization and time management skills
  • Analytical and proactive claim handling skills
  • Excellent customer service skills
  • The ability to manage a full caseload in a fast-paced environment is a must
  • Proficient computer & typing skills - working knowledge of MS Office: Word, Excel, and Outlook
  • Familiar with a variety of field concepts, practices, and procedures
  • The ability to speak Spanish is a plus

 

EDUCATION & EXPERIENCE:

  • Desk adjusting: 5 years or more (Required)
  • Adjusting commercial property claims: 5 years or more (Required)
  • College degree required (OneSource will consider a high school graduate with more than 10 years of demonstrated commercial property TPA experience)
  • One or more insurance designations preferred
  • Juris Doctorate a plus

 

CERTIFICATIONS & LICENSES:

  • Adjusting license(s) (Required)

JOB TITLE: Senior Claims Examiner

DEPARTMENT: Claims Services

LOCATION: Remote, Phoenix, AZ

EFFECTIVE DATE: September 28, 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

  • Conduct investigations, establish the facts of the loss, coverage analysis, compensability/liability/negligence determination, investigate possible application of risk transfer, litigation management, appropriate use of vendors, apply policy contract and insurance laws to properly assess and negotiate (settle, authorize or deny payment) to the conclusion of the claim within authority limits.
  • Timely and appropriate reserve analysis and report completion.
  • Handle litigated cases and attend mediation on assigned files.
  • Prepare reports and Present claims in a round-table setting or at a claim review.
  • Determine if a subrogation opportunity exists and initiates recovery efforts.
  • Some travel may be required.

 

QUALIFICATIONS

  • 7+ years in Property & Casualty industry.
  • 5+ years of handling experience in complex litigated claims.
  • Public Entity experience a plus
  • General Liability experience is preferred.
  • A 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: Operations Associate, Corporate Operations

REPORTS TO: Senior Business Analyst, Corporate Operations

LOCATION: Remote

EFFECTIVE DATE: September 28, 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:

As part of a Cross-Functional Team, the Operations Associate will be the supportive force contributing to our department's overall efficiency. This position will manage intake and resolution of various requests through effective and professional communication with internal/external parties.  The Operations Associate will seamlessly transition work inside/outside the department and consistently complete tasks in a fast, high-quality, detail, and service-oriented manner. 

 

DUTIES & RESPONSIBILITIES:  

  • 80% of this role is managing intake and resolution of various requests through centralized email box(s)
  • Gain a rich understanding of business processes by leveraging standardized workflows and guidelines
  • Work to become an expert in the team’s function with motivation to continue learning and growing
  • Create and maintain correspondence and other records within our electronic filing system
  • Develop knowledge and skillset to act as Subject Matter Expert (SME) for various workstreams.
  • Primary day-to-day workstreams include but are not limited to
    • Carrier, Broker, Vendor management - includes contract management, commission/de-commission users in online portals, invoice allocation, termination, maintenance of key contract factors, identification of vendor consolidation opportunities, etc.
    • Pre-Licensing and Continuing Education Management – Secure knowledge and understanding of offerings, add students to learning portals, provide support to Business Leaders, Invoice allocation.
    • Insurance Management – Candidate must be P&C licensed or have the ability to secure P&C license in Resident state.
      • Issuance of Certificates of Insurance
      • License Bond Management
      • Management of Corporate Insurance portfolio alongside SVP Corporate Operations
    • Agency Management Systems - Work collaboratively with Corp Ops Product Associate for data & quality assurance auditing in Agency Management & Regulatory systems and provide Tier 1 backup technical support for Vertafore product tickets (i.e. AMS360, AIM, etc.)

 

EDUCATION & EXPERIENCE

  • Excellent verbal and written communication skills
  • Strong analytical and organizational skills
  • 3+ years of Commercial Lines insurance experience
  • Prefer candidate is Property/Casualty licensed
  • Knowledge of one or more Vertafore Systems (i.e. AMS360, AIM, Work Smart, Image Right, Sircon, etc.)
  • Acts with a sense of urgency and takes accountability for resolving issues.
  • Proficient in Microsoft Office applications – Word, Excel, PowerPoint, Teams, with strong computer skills

JOB TITLE: Staff Accountant

REPORTS TO: Claims Controller

LOCATION: Hybrid, Waco (TX) or Oklahoma City (OK)

EFFECTIVE DATE: September 28, 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:

We are growing! The Staff Accountant role is an excellent opportunity to support the Claims Services Controller during an exciting time of substantial corporate growth and upgrading processes and procedures. Preferred locations would be Oklahoma City or Waco, TX, but would be open to remote for someone with the preferred experience and qualifications.

 

DUTIES & RESPONSIBILITIES:  

  • Bank reconciliations
  • Monthly close process and reconciliation of month-end balances
  • Preparation, submission, and general ledger entry of customer invoices
  • Applying customer invoice payments to outstanding invoices
  • Tracking of customer balances and reporting on collections as needed
  • Record activity in the general ledger for all trust account transactions
  • Record wire transfer information in the claims management system
  • Prepare and mail checks for trust account expenses
  • Responsible for any necessary journal entries, both monthly and year-end
  • Assist in research of various budget variance reports on revenue and expense detail
  • Assist in providing financial information within and outside Claims Services Accounting
  • Assist in general process improvements and documentation for this accounting position
  • 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 of work experience in accounting or bookkeeping
  • 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 claims industry experience is highly preferred
  • The ideal candidate will have 1-3 years of experience in general accounting, including A/R, A/P, and General Ledger

 

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, and 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.