Venbrook

Account Executive

• Oversee, analyze, and evaluate client risks across the Select and Premier market book
• Review benefit coverages to ensure quality of plan placement and recommend changes when required
• Demonstrate an in-depth understanding of Select and Premier market benefit plan designs and policy terms
• Direct and manage Client Manager(s) assigned to the Select/Premier team
• Set clear expectations for Client Managers on service standards and workflows
• Advise clients on benefit plan design and compliance requirements
• Prepare benefit plan RFP submissions and lead market selection
• Negotiate with carriers on plan design, rates, and benefits
• Maintain current knowledge of industry trends and share information with the team

Client Executive

Business Development Rep

• Conduct outbound prospecting through cold calling, targeted email campaigns, and LinkedIn outreach to generate new business opportunities
• Identify and qualify prospective clients within insurance carriers, MGAs, brokers, and self-insured organizations
• Generate and maintain a consistent pipeline of qualified opportunities and schedule introductory meetings and discovery calls for the Sales Team
• Meet or exceed established performance metrics including outbound activity, qualified meetings, and pipeline generation
• Support the Sales Team in advancing opportunities through the sales cycle toward successful close
• Maintain accurate prospecting activity, contact data, and pipeline information within Salesforce
• Research target accounts and key decision-makers to support sales strategy and personalized outreach
• Assist the Sales Team with pre-sales preparation including meeting briefs, prospect insights, and opportunity tracking
• Monitor inbound leads and ensure timely follow-up and qualification
• Collaborate with marketing to support campaigns, digital outreach initiatives, and social media engagement
• Participate in industry events, trade shows, and conferences to generate leads and expand brand visibility
• Track key sales development metrics including outreach activity, meeting generation, and conversion rates
• Provide regular reporting and updates to the Head of Sales on outreach performance and pipeline development
• Support broader business development initiatives that drive awareness and growth for Venbrook Claims services.

Business Development Representative

Producer

• Source, qualify, and advance new business opportunities through disciplined prospecting and research.
• Conduct prospect research, financial discovery, and pre-qualification activities.
• Support sales strategies, target markets, and revenue goals in partnership with Senior Producer.
• Participate in prospect meetings, presentations, and closing activities.
• Track sales pipelines, conversion metrics, and business development outcomes.
• Lead prospect-level underwriting and financial analysis to support deal evaluation.
• Prepare and analyze renewal and marketing financials for prospects and clients.
• Translate complex financial data into persuasive sales insights and recommendations.
• Identify alternative funding strategies, uncovered exposures, and cost-saving opportunities.
• Support pricing strategy development and participate in negotiations.
• Lead the response to Requests for Proposal (RFPs) from initial review through submission.
• Prepare high-quality proposals, financial exhibits, and client presentations.
• Assist in carrier and vendor negotiations to secure optimal terms.
• Support onboarding and implementation activities for new business.
• Serve as proxy for Senior Producer in meetings and communications as needed.
• Coordinate with internal teams (service, operations, finance) and external partners.
• Maintain and develop relationships with carriers, vendors, and other strategic partners.
• Track new business wins, lost opportunities, and financial performance metrics.

Associate Producer

Director

• Oversee all shared services operations including workflow optimization, FNOL coordination, quality assurance, reporting and analytics, and vendor management
• Establish service level agreements and performance metrics for shared services functions across all subsidiaries
• Drive continuous improvement initiatives to enhance operational efficiency, reduce cycle times, and improve customer experience
• Lead enterprise-wide business transformation initiatives focused on operational redesign, technology enablement, and process standardization
• Identify and implement automation opportunities to eliminate manual work and improve data accuracy
• Map current-state processes, design future-state workflows, and develop implementation roadmaps for transformational change
• Partner with IT to evaluate and deploy technology solutions that enable scalable operations
• Establish governance frameworks and project management capabilities to ensure successful delivery of strategic initiatives
• Develop and implement change management strategies to drive organizational adoption of new processes and technologies
• Create and maintain process documentation, standard operating procedures, and training materials
• Partner with Claims, Field Operations, and Sales leadership to understand business needs and align transformation initiatives with strategic priorities
• Collaborate with IT to ensure technology investments support operational excellence and business growth
• Serve as a key member of the executive leadership team, contributing to strategic planning and organizational decision-making
• Establish reporting frameworks and dashboards to provide visibility into operational performance and transformation progress
• Use data and analytics to identify improvement opportunities and measure the impact of process changes
• Develop key performance indicators to track shared services effectiveness and transformation initiative ROI

Director of Shared Services – Business Transformation

Sales

• Develop and execute comprehensive sales strategy to drive revenue growth across all Venbrook Claims service lines
• Build, lead, and develop a high-performing sales team, establishing clear accountability structures and performance metrics
• Lead complex sales pursuits and strategic account development, personally driving key client relationships and high-value opportunities
• Develop go-to-market strategies for new markets, service lines, and client segments, including market analysis and competitive positioning
• Manage strategic client relationships to identify cross-sell and upsell opportunities, driving organic growth within existing accounts
• Lead RFP responses and client presentations for major opportunities, coordinating with operations and subject matter experts
• Partner with operations leadership to develop client solutions, ensure smooth onboarding, and maintain service quality standards
• Build and manage sales pipeline, utilizing CRM systems and analytics to forecast accurately and prioritize opportunities
• Develop pricing strategies and proposals that balance competitive positioning with profitability objectives
• Establish and monitor sales KPIs, using data to drive performance improvements and inform strategic decisions
• Represent Venbrook Claims at industry events, conferences, and trade shows to build brand awareness and generate leads
• Collaborate with marketing to develop sales collateral, value propositions, and go-to-market messaging
• Provide regular reporting to Chief Claims Officer on sales performance, pipeline health, and market trends