About the role
JOB TITLE:Client Manager
DEPARTMENT:Retail P&C
COMPANY OVERVIEW:
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'steam of experts and industryspecialistspartners 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 expertsleveragesagility, 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 areidentified, assessed, and mitigated.
Our culture is derived from the people who create it. We are not differentinwhat 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.
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 Parental Leave
Paid Sick Leave
Professional development programs
Work-life quality and flexibility
Visit us at https://www.venbrook.com/contact-us/careers
JOB SUMMARY:
The Client Manageris responsible formanaging a portfolio of commercial client accounts in a manner that promotes excellent service and profitability for both the client and Venbrook. This role requires 3-5 years of experience in a client servicing capacity at a Retail Agency. The Client Manageroperatesunder the direct oversight of the Senior Client Manager, who provides day-to-day direction, mentorship, and escalation support.
POSITION REQUIREMENTS:
Communication Skills:Communicates clearly and professionally with clients, carriers, and internal staff. Listens actively andrespondspromptly 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 withVenbrook’sclient-first culture. Responds promptly and diplomatically to client needs, communicates proactively, and meets all commitments.
Problem Solving & Decision Making:Identifiesand resolves routine issues using available resources.Knowswhen 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:Demonstratesa working understanding of commercial P&Ccoverages, policy terms, and processing workflows. Pursues continuous learning and professional development.
DUTIES/RESPONSIBILITIES:
Client Service
Manage daily processing of endorsements, coverage and policy changes, certificates, audits, billings, and general client correspondence ina timelyandaccuratemanner.
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 organizedin accordance withVenbrook documentation procedures; document all client activities clearly and thoroughly.
Utilize all available resources to ensuretimelycompletion of work; escalate complex issues to the Senior Client Manager asappropriate.
Marketing, Renewals & New Business
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 andmonitorthe quote and underwriting process to ensure establishedtimeframesare met.
Prepare coverage letters, check policies for accuracy, issue binders, process invoices, and set up client files.
Identifyand act upon opportunities to developadditionalclient revenue through cross-sellingadditionalcoveragesor referrals.
REQUIRED SKILLS/ABILITIES:
3-5 years of experience in a client servicing role at a Retail Agency.
Working knowledge of commercial P&C insurancecoverages, 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.
COMPUTER SKILLS:
Proficient in common Microsoft Office applications – Word, Excel, etc.
AMS 360 experiencerequired.
EDUCATION & EXPERIENCE:
Bachelor’s degree (BA/BS) preferred.
Minimum 3-5 years of experience in a client servicing role at a Retail Agency.
California Property & Casualty Licenserequired.
CIC Designation preferred.
Hourly Range $36-$38/hour
Originally posted on Himalayas