Client Manager

JOB TITLE: Client Manager

DEPARTMENT: Retail Services

COMPANY OVERVIEW:

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

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

We offer competitive compensation and a comprehensive benefits package:

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

Visit us online at www.venbrook.com.

JOB SUMMARY:

Come and join a Commercial Insurance Team that is on the move! The Senior Account Manager role is a dynamic opportunity for a Commercial Insurance professional with 5+ years or more experience at a Retail Agency. The Client Manager will supprt a client base of Commercial accounts in a manner that promotes excellent service and profitability to both the customer and Venbrook.

DUTIES & RESPONSIBILITIES:

Client Service

• Review insurance coverages to ensure the quality of risk placement. Notify Client Executive when changes in coverage are required due to a change in exposure, marketplace, and/or general improvement of the insurance program. Utilize additional technical resources as needed.
• Demonstrate an understanding of routine coverages and policy terms and be able to articulate this information as needed.
• Manage daily processing of endorsements, coverage/policy changes, billings, certificates, audits, and general correspondence. Utilize all available resources to ensure the timely completion of work.
• Develop and maintain professional relationships with clients, support staff, insurance markets, and Venbrook staff.
• Keep client files in order in accordance with Venbrook's policy and documentation procedures; document all account activities in a manner that is clear and understandable by others.

Marketing Renewals and New Business

• Support Client Executive with underwriting submissions, assist Client Executive in select markets, and send completed submissions to markets professionally and promptly.
• Assess and act upon opportunities to develop additional account revenue by cross-selling other coverages or referrals.
• Follow up with markets and monitor the quote/underwriting process to ensure that we meet the established time frames.
• Prepare coverage letters, check policies for accuracy, issue binders, process invoices, and set up files.

COMPETENCIES:

• California Brokers Property/Casualty License is required.
• Bachelor's degree required.
• Three to five years experience as an Account Manager.
• CIC designation preferred.
• Experience working with AMS 360 is highly preferred.
• Must have excellent problem-solving skills and develop solutions with both a traditional and creative approach, using all available resources to solve before seeking assistance.
• 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.
• Must be a champion of the company's values and ethics.
• Provides high-quality products 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.

COMPUTER SKILLS:

• Proficient in common Microsoft Office applications – Word, Excel, etc
• AMS 360 experience required.

EDUCATION & 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, 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.

Hourly up to $39.37/hour