JOB TITLE: Senior Client Executive/Unit 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 Client Executive/Unit Manager role is a dynamic opportunity for a Commercial Insurance professional with at least 15 years or more experience at a Retail Agency. 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 Client Executive/Unit 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.

DUTIES & RESPONSIBILITIES:

Client Services
Oversee, analyze, and evaluate client’s risks; review coverages to ensure quality of risk placemen Recommend needed changes in coverage when required due to change in exposure, marketplace, and general improvement of insurance program.
May have independent production responsibilities as assigned.
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 Managers and Account Technicians 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
any inconsistences between the insurance requirements and the Insured’s existing coverage (including recommendations on how theses inconsistences should be resolved), and
any appropriate changes to the wording to improve the risk transfer or to make the requirements better reflect the current mark
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 Producers and or departments on sales calls/opportunities to present coverages or departmental presentations.
Supervisory Unit Management Responsibilities:
Oversee Book of Business for all team members.
Oversee and manage incoming new business.
Prepare and discuss annual review with employees in the unit
Maintain operational procedures. Existing and new.
Run reports as required (production etc).
Weekly team meetings.
Monthly team meetings.
Work directly with upper management in all divisions.
Provide guidance and support to all team members.
Maintain REAPA Property program at the Retail level.

COMPETENCIES:

Interpersonal Skill
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 neede
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 learnin
Sales skills - Negotiating skills and ability to identify opportunities to increase revenue.
Customer Service
Highly alert to the needs of the clients
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 Skill
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 critics
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
AMS 360/ImageRight experience

EDUCATION & LICENSING:

BA/BS preferred
Minimum 15 years of related work experience California Brokers Property/Casualty License
CIC Designation preferred
California Property/Casualty License Required

Salary up to $130,000

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