Client Manager

Venbrook•Remote - California, NV

1d•$36 - $38•Onsite

About The Position

Venbrook Insurance Services is the retail and benefits brokerage of Venbrook Group, LLC, a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook's team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs. Venbrook and its brands provide a broad range of comprehensive commercial insurance (property & casualty), corporate employee benefits, specialty health programs, personal risk insurance, and risk management solutions to public entities, public and private businesses, governments, institutional and professional organizations, family offices, and high-net-worth individuals. At Venbrook, we envision a world where our clients can confidently pursue their boldest ambitions. Our team of experts leverages agility, innovation, and creative problem-solving to guide our clients through an ever-changing risk environment. We pride ourselves on providing insurance services that allow businesses to make bold decisions, knowing their risks are identified, assessed, and mitigated. Our culture is derived from the people who create it. We are not different in what we do. We are different in how we do it. We believe our clients are our partners, and we earn their trust every day. We believe in empowering our team and holding ourselves accountable to deliver the best solutions. We value agility, versatility, innovation, and creative problem-solving and put our people at the core of everything we do.

Requirements

3-5 years of experience in a client servicing capacity at a Retail Agency.
Communication Skills: Communicates clearly and professionally with clients, carriers, and internal staff. Listens actively and responds promptly to client requests and inquiries.
Attention to Detail: Takes ownership of work accuracy. Double-checks all processing, correspondence, and documentation before submission to ensure a high-quality work product.
Client Service: Aligns with Venbrook’s client-first culture. Responds promptly and diplomatically to client needs, communicates proactively, and meets all commitments.
Problem Solving & Decision Making: Identifies and resolves routine issues using available resources. Knows when to escalate to the Senior Client Manager to ensure the best outcome for the client.
Interpersonal Skills: Builds professional relationships with clients, carriers, and colleagues. Collaborative team player who supports colleagues and contributes to a positive team environment.
Functional/Technical Expertise: Demonstrates a working understanding of commercial P&C coverages, policy terms, and processing workflows. Pursues continuous learning and professional development.
Working knowledge of commercial P&C insurance coverages, policy terms, and processing procedures.
Excellent verbal and written communication skills.
Strong attention to detail and commitment to work quality.
Proficient in Microsoft Office applications; AMS 360 experience highly preferred.
Ability to prioritize workload and work effectively under deadline pressure.
Strong ethical standards and commitment to company values.
Proficient in common Microsoft Office applications – Word, Excel, etc.
AMS 360 experience required.
Minimum 3-5 years of experience in a client servicing role at a Retail Agency.
California Property & Casualty License required.

Nice To Haves

Bachelor’s degree (BA/BS) preferred.
CIC Designation preferred.

Responsibilities

Manage daily processing of endorsements, coverage and policy changes, certificates, audits, billings, and general client correspondence in a timely and accurate manner.
Review insurance coverages and notify the Senior Client Manager when changes are required due to shifts in exposure, marketplace conditions, or general program improvement.
Demonstrate a working understanding of routine coverages and policy terms; articulate this information clearly to clients as needed.
Maintain professional relationships with clients, carriers, and internal staff.
Keep client files organized in accordance with Venbrook documentation procedures; document all client activities clearly and thoroughly.
Utilize all available resources to ensure timely completion of work; escalate complex issues to the Senior Client Manager as appropriate.
Assist the Senior Client Manager and Client Executive with preparation of underwriting submissions; send completed submissions to markets professionally and promptly.
Follow up with markets and monitor the quote and underwriting process to ensure established timeframes are met.
Prepare coverage letters, check policies for accuracy, issue binders, process invoices, and set up client files.
Identify and act upon opportunities to develop additional client revenue through cross-selling additional coverages or referrals.