PRIMARY OBJECTIVE:

To independently manage a specific number of assigned accounts (moderate to complex) and to direct the management of these accounts in a manner that promotes an excellent level of service and profitability.

DUTIES & RESPONSIBILITIES:

1. Oversee, analyze and evaluate client’s risks;
2. review coverage’s to ensure quality of risk placement.
3. Recommend needed changes in coverage when required due to change in exposure, marketplace and general improvement of insurance program.
4. Utilize additional technical resources as needed.
5. Demonstrate an understanding of complex coverages and policy terms and be able to clearly articulate this information as needed.
6. Manages day to day processing of endorsements, coverage/policy changes, billings, certificates, audits and general correspondence.
7. Utilize all available resources to ensure timely completion of work.
8. Develop and maintain professional relationships with Client, support staff, insurance markets and other Venbrook staff.
9. Keep client files in order in accordance with Venbrook’s policy and documentation procedures; document all account activities in a manner which is clear and understandable by others.

1. Prepare underwriting insurance specifications, assist producer in the selection of markets, and submit specifications to markets in a professional and timely manner.
2. Negotiate with insurance company in matters of coverages and rates to obtain most comprehensive coverage and competitive pricing for clients and Venbrook.
3. Assess and act upon opportunities to develop additional account revenue by cross selling additional coverages or referrals.
4. Follow up with markets and monitor the quote/underwriting process to ensure that we are meeting the necessary time frames established.
5. Prepare coverage letters, check policies for accuracy, issue binders, process invoices and set up files.
6. Maintain and update knowledge of industry trends, marketplace, and appetites of carriers.

COMPETENCIES:

1. Oral communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.
2. Written communication – Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively.
3. Teamwork – Balances needs of team in additional to individual responsibilities; willing to assist others when needed.

4. Presentations skills – able to participate in client presentation as requested by producer or manager. Maintain a Professional appearance.
5. Problem Solving – Identifies and resolves problems in a timely manner. Develops alternative solutions; maintains composure and a professional manner even when dealing with difficult situations or clients.
6. Committed to following company procedures: demonstrates ethical behavior in all business dealings.
7. May assist in the training and development of others.

1. Fully committed to the needs of the client; Consistent and continuous service to the client and carriers. Works with a sense of urgency as required to meet deadlines. Manages difficult or emotional customer situations; Acts in a diplomatic manner and responds promptly to customer needs. Meets commitments. Utilizes a creative approach to solving problems when a traditional approach is not able to solve the issue.

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

EDUCATION & EXPERIENCE:

• Some college or technical courses required; BA/BS preferred
• 3-5 years of related work experience
• California Brokers Property/Casualty License
• CIC preferred