Venbrook

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

Head of Sales

Claims Specialist

• Investigate and manage auto liability bodily injury claims
• Analyze exposure and determine appropriate reserves
• Evaluate liability and damages
• Negotiate settlements within authority
• Ensure timely and accurate claim resolution
• Conduct recorded statements in English and Spanish
• Independently investigate complex injury claims
• Maintain clear, compliant, and detailed file documentation
• Identify fraud indicators and submit SIU referrals when appropriate
• Manage multi-state claims in compliance with jurisdictional requirements
• Submit underwriting risk alerts as needed
• Coordinate with internal teams, vendors, and legal partners
• Refer files for subrogation recovery

Client Services Representative

• Serve as the primary contact for benefit inquiries via phone and email
• Explain coverage, eligibility, and benefit usage in clear terms
• Guide members through carrier portals, mobile applications, and ID card access
• Support employees during open enrollment
• Process ID card requests and replacements
• Confirm provider network participation
• Respond to basic claim status inquiries
• Verify eligibility and enrollment changes
• Add or remove dependents
• Provide prescription refill guidance
• Address standard open enrollment questions
• Identify issues requiring escalation
• Route cases to Account Management per internal guidelines
• Ensure complete documentation prior to escalation
• Maintain ownership until successful handoff is confirmed
• Document all interactions and outcomes in the CRM system
• Track open items through resolution
• Partner with Account Managers and Advocacy teams
• Identify recurring issues and share trends with leadership

Client Service Representative

Risk

• Perform underwriting and financial analytics for group medical, dental, vision, and related benefit programs
• Evaluate risk for new and renewal business using claims data, financial modeling, and benchmarks
• Support partially self-funded and self-insured accounts, including experience-rated arrangements
• Assist with renewals and marketings by spreading and analyzing financials
• Prepare experience reports, IBNR calculations, PCORI fee calculations, and financial summaries
• Partner with account management and producers to support retention and growth
• Attend client meetings to explain financial results and plan mechanics
• Educate clients on funding structures, risk drivers, and market trends
• Coordinate renewal underwriting and reporting with carriers, TPAs, and actuarial partners
• Support preparation of renewal financials and experience summaries
• Help develop standardized reporting and client deliverables
• Build working relationships with insurance carriers to support underwriting and renewals
• Deliver accurate monthly client reporting to internal teams
• Validate data accuracy for analytics and executive summaries

Senior Risk Analyst

• Deliver tailored loss prevention consulting to reduce client risk across core P&C lines (Property, GL, WC, Auto).
• Conduct on-site and remote risk assessments to identify hazards, evaluate controls, and provide actionable recommendations.
• Analyze client loss history to develop and implement risk-reduction strategies.
• Evaluate and enhance safety programs and training materials; assist in policy development and implementation.
• Advise on compliance with OSHA, NFPA, and other relevant regulatory standards.
• Develop and deliver industry-specific safety training and client-facing educational content.
• Collaborate with clients, underwriters, producers, and internal teams to support effective risk management and client satisfaction.
• Prepare service plans focused on measurable outcomes and sustained risk improvement.
• Support new business opportunities and renewals by participating in client and carrier presentations.
• Manage external vendors and oversee delivery of outsourced risk control services.
• Maintain regular status updates with leadership on project progress and workload.
• Stay informed on industry-specific trends and contribute to thought leadership efforts.