Client Service Representative

Job not on LinkedIn

September 23

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Logo of Venbrook

Venbrook

Finance • B2B

Venbrook is a U. S. -based holding company and full-service insurance brokerage that develops and distributes commercial and private insurance solutions, specialty programs, wholesale brokerage offerings, and integrated claims services. The firm partners with carriers and clients to manage risk, design custom coverage (including employee benefits, student and travel insurance, and high-net-worth private client policies), and deliver technology-enabled claims and program management services.

501 - 1000 employees

Founded 2000

💸 Finance

🤝 B2B

📋 Description

• Manage daily processing of endorsements, coverage/policy changes, billings, certificates, audits, and general correspondence • Maintain accurate and organized client files in accordance with Venbrook’s policies and procedures • Support Account Executives by collecting renewal information and preparing client documentation • Develop and maintain professional relationships with clients, carriers, and Venbrook staff • Review policies for accuracy, issue binders, process invoices, and set up files • Assist in preparing underwriting submissions and gathering required documents for renewal applications • Order loss runs and ensure renewal documents are obtained from carriers/wholesalers • Follow up with markets and monitor quote/underwriting processes as directed

🎯 Requirements

• 1–2 years of experience in the insurance industry (commercial lines preferred) • Bachelor’s degree in Business, Risk Management, or related field preferred • Property/Casualty License helpful (sponsorship available if not currently licensed) • Strong written and verbal communication skills • High attention to detail and accuracy in documentation • Ability to prioritize workload and meet deadlines • Customer service oriented with strong interpersonal skills • Collaborative team player with a client-first mindset • Proficient in Microsoft Office applications (Word, Excel, Outlook) • Experience with AMS 360 or other agency management systems preferred

🏖️ Benefits

• 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

Apply Now

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