Client Manager

🔥 0 minutes ago

🏄 California – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

🦅 H1B Visa Sponsor

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👻 Ghost score 10%

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Logo of Venbrook

Venbrook

501 - 1000 employees

Founded 2000

💼 Consulting

📦 Logistics

🛡️ Insurance

Consulting • Logistics • Insurance

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.

📋 Description

• Independently service a designated book of business and respond to inquiries within 24 business hours • Serve as the primary day-to-day contact for working-level staff at school institutions, partnering with the Client Executive • Conduct regular meetings and strategic reviews on plan performance, concerns, and service improvement opportunities • Manage client servicing inquiries and complaints involving insurance products, policy changes, benefits, claims, and billing • Explain routine coverages and policy terms to schools, students, and families • Maintain a client service calendar aligned to the academic year • Report account status, financial, servicing, and renewal progress to the SVP and Student Insurance leadership • Manage claims email inboxes and the customer service phone line • Support students and families through enrollment and waiver processes • Coordinate claims research and escalation with carriers and third-party administrators • Support setup, testing, and maintenance of client enrollment portals • Maintain client files and records in Salesforce, AMS360, and other systems • Uphold documentation, data-accuracy, and errors-and-omissions standards • Identify opportunities to develop additional account revenue through cross-selling • Stay current on student insurance products, carrier partners, and relevant regulations • Perform additional duties and special projects as assigned • Travel for internal onsites and client meetings quarterly and as directed by the SVP

🎯 Requirements

• Minimum 3 to 5 years of account management experience in the insurance industry • Willing and able to work Pacific Time business hours, regardless of home location • Active Accident & Health or Life & Health license in the state of residence, required within 90 days of hire, with willingness to obtain non-resident licenses as needed • Bachelor's degree or equivalent work experience • Excellent verbal and written communication, with the ability to address complex issues and present solutions clearly • Significant attention to detail • Ability to handle escalations involving students and educational institutions effectively • Proficiency with Microsoft 365 (Outlook, Teams, Excel, Word, SharePoint) • Proficiency with Salesforce and AMS360

🏖️ Benefits

• Travel for internal onsites and client meetings on a quarterly basis and as directed by the SVP

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