Venbrook

Role Description Remote (work-from-home) Claims Adjuster role handling third-party personal and commercial auto + Commercial GL bodily injury claims. - Focus on moving claims efficiently toward resolution and closure. - Investigate and manage casualty claims end-to-end. - Proactively gather information and advance files toward resolution. - Apply comparative negligence principles. - Deliver strong customer service throughout the claim lifecycle. Qualifications - Active Adjuster’s License (home state or designated home state if required). - Minimum 2+ years handling personal lines injury claims. - Minimum 2+ years handling commercial lines injury claims. - Strong understanding of policy language, coverages, and exclusions. - Demonstrated skills in negotiation (claimants + plaintiff attorneys). - Demonstrated skills in statement taking. - Driving claims to resolution. - Proficiency with claims systems and Microsoft Word/Excel. - Strong written and verbal communication. - Typing speed 40+ WPM. - Ability to work independently in a structured remote environment. - Ability to pass background check. Requirements - Bachelor’s or Associate’s degree (preferred). - Texas Adjuster License (preferred). - Bilingual (Spanish/English) (preferred). - Specialized claims handling model (auto liability, BI, litigation, SIU, etc.) (preferred). Benefits - Emphasis on manageable caseloads. - Employee development & internal mobility. - Structured supervision and mentorship. - Salary: $75k.

Role Description The Junior Helpdesk Specialist supports day-to-day IT helpdesk operations by triaging support requests and coordinating equipment logistics. This role ensures tickets are routed, documented, and resolved efficiently while maintaining the equipment hub for new hire setups, replacement devices, returns, and redeployment. This is an opportunity for a service-oriented professional ready to build a career in IT support within a fast-paced, multi-division insurance holding company. Qualifications - 1-3 years of experience in IT support, service desk operations, technical operations, or asset coordination preferred. - Working knowledge of Windows devices, Microsoft 365, Microsoft Entra ID, Active Directory, desktop support tools, and basic networking fundamentals preferred. - High school diploma or equivalent required; associate’s degree or IT coursework preferred. - CompTIA A+ or other entry-level IT certification a plus. Requirements - Communication Skills: Communicates clearly and professionally with end users at all levels of technical familiarity. Translates technical concepts into plain language. Keeps stakeholders informed on ticket status, equipment timelines, and resolution steps. - Problem Solving and Triage: Applies structured troubleshooting to identify root causes and resolve or properly escalate issues. Gathers the right details upfront to reduce back-and-forth and avoid delays. Exercises sound judgment in determining when to resolve independently versus when to escalate. - Customer Service Orientation: Approaches every interaction with patience, professionalism, and a genuine commitment to resolution. Follows up proactively, meets response expectations, and treats every user interaction as a reflection of the IT team's service quality. - Organizational Skills and Attention to Detail: Manages multiple open tickets and equipment requests simultaneously without losing accuracy. Maintains current, reliable records for asset tracking, device assignments, and case documentation. Prioritizes effectively based on urgency and business impact. - Accountability and Follow-Through: Takes ownership of assigned tickets and equipment tasks from start to finish. Follows up without being prompted, escalates when appropriate, and ensures nothing falls through the cracks. - Technical Aptitude and Continuous Learning: Demonstrates working knowledge of helpdesk tools, endpoint hardware, and common desktop support environments. Actively builds technical knowledge and contributes to documentation and knowledge base resources that improve team efficiency over time. Benefits - 401k + employee match - Medical, Dental, Vision, Life, and Disability Insurance - Paid Time Off (PTO) - Paid Holidays - Paid Parental leave - Paid Sick leave - Professional development programs - Work-life quality and flexibility Duties/Responsibilities - Ticket Triage and Support Coordination - Monitor incoming support tickets and route requests in line with service expectations. - Prioritize urgent issues and coordinate assignment to the appropriate IT team member or subject matter expert. - Gather details needed to support troubleshooting, including issue descriptions, screenshots, affected applications, and reproducibility. - Resolve issues when appropriate or escalate tickets to the right technician or specialist for further support. - Track ticket progress, follow up as needed, and maintain clear and accurate case documentation. - Maintain technical documentation and contribute to the IT knowledge base, including user-facing how-to guides as needed. - Equipment and Asset Management - Order, receive, stage, and maintain equipment inventory for new hire deployments and scheduled device replacements. - Maintain accurate asset records, including device assignments, equipment movement, and replacement schedules. FLSA Status & Compensation This is a non-exempt position, eligible for overtime pay in accordance with applicable federal and state law. The hourly pay range for this role is $24.00 - $27.00 per hour. Actual compensation will be determined based on experience, skills, and other job-related factors.

• Investigates, evaluates, and resolves property damage and general liability claims • Conducts or coordinates field inspections, property assessments, and damage estimates for property claims as required • Prepares coverage position letters, and issues reservation of rights correspondence as appropriate • Develops and executes resolution strategies with clear file notes reflecting focus, control, and momentum • Maintains timely diary management and accurate documentation of all claim activity

• Provide legal support across retail brokerage, wholesale brokerage, underwriting, and claims operations. • Manage and oversee litigation matters, including insurance defense and claims-related disputes. • Supervise and coordinate with outside counsel, ensuring effective case strategy, cost control, and alignment with business objectives. • Review, draft, and negotiate a variety of commercial insurance-related and non-insurance-related agreements, including insurance administrative services agreements, brokerage agreements, claims services agreements, employment agreements, and general corporate services and other business agreements. • Advise internal business units on legal risk, regulatory compliance, and operational matters. • Assist with dispute resolution, including arbitration, pre-litigation strategy, mediation, and settlement negotiations. • Monitor developments in insurance law and regulations and advise leadership on potential impacts. • Collaborate cross-functionally with compliance, risk, and executive teams on corporate initiatives.

Role Description The Technical Business Analyst supports and enhances Venbrook’s business and technology operations through effective management of core insurance systems. This role provides comprehensive responsibility for data, systems, and process analysis within a national insurance brokerage, independently managing requirements documentation, testing initiatives, and Insurance Management System integrity. The Technical Business Analyst works closely with Technical Product Managers in Distribution and Data Engineering to translate business needs into technical solutions and drive continuous improvement initiatives. Qualifications - 2+ years of experience in a Business Analyst, Data Analyst, or similar role - Understanding of insurance industry business operations and terminology - Proficiency in Microsoft Excel, including sorting, filtering, pivot tables, and formulas - Working knowledge of data visualization or query tools such as Tableau, Power BI, or SQL - Strong attention to detail and organizational skills - Ability to manage multiple priorities and complete assigned tasks independently - Excellent verbal and written communication skills Requirements - Communication Skills: Communicates clearly and effectively with both technical and non-technical stakeholders across the organization. Able to translate complex system or data concepts into plain language for business users and convey business requirements precisely to technical teams. - Problem Solving & Decision Making: Identifies root causes of recurring system or data issues and recommends practical, sustainable solutions. Balances short-term fixes with long-term process integrity, escalating appropriately when problems exceed scope. - Analytical Thinking: Reviews data outputs, system behavior, and workflow patterns with attention to detail. Identifies anomalies, gaps, and improvement opportunities through structured analysis rather than assumption. - Collaboration & Interpersonal Skills: Works effectively across teams including business operations, IT, and senior leadership. Builds trust through responsiveness, follow-through, and a constructive working style. Engages stakeholders proactively to keep projects and requests moving. - Organizational Skills & Follow-Through: Manages multiple concurrent requests and priorities without losing accuracy or momentum. Maintains organized documentation, tracks open items, and reliably closes out tasks within agreed timelines. - Functional/Technical Expertise: Demonstrates working knowledge of insurance management systems, data tools, and business process documentation. Applies understanding of insurance industry operations to contextualize system requirements and data analysis. Continuously builds technical proficiency through hands-on work and professional development. - Adaptability & Continuous Improvement: Identifies inefficiencies and proposes improvements to systems, workflows, and reporting. Adjusts approaches as business needs, technology, or priorities shift, and supports change adoption across teams. Benefits - 401k + employee match - Medical, Dental, Vision, Life, and Disability Insurance - Paid Time Off (PTO) - Paid Holidays - Paid Parental leave - Paid Sick leave - Professional development programs - Work-life quality and flexibility Company Description Venbrook Insurance Services is the retail and benefits brokerage of Venbrook Group, LLC, a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook’s team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs. At Venbrook, we envision a world where our clients can confidently pursue their boldest ambitions. Our team of experts leverages agility, innovation, and creative problem-solving to guide our clients through an ever-changing risk environment. We pride ourselves on providing insurance services that allow businesses to make bold decisions, knowing their risks are identified, assessed, and mitigated. We believe our clients are our partners, and we earn their trust every day. We believe in empowering our team and holding ourselves accountable to deliver the best solutions. We value agility, versatility, innovation, and creative problem-solving and put our people at the core of everything we do.

• Investigates, evaluates, and resolves property damage and general liability claims • Conducts or coordinates field inspections, property assessments, and damage estimates • Conducts recorded statements and analyzes liability and damages across general liability claims • Analyzes coverage across property and liability policies • Maintains timely diary management and accurate documentation of all claim activity • Provides excellent customer service to internal and external stakeholders. • Consistently achieves file quality audit scores • Participates in team meetings, training sessions, and process improvement initiatives

• Investigates, evaluates, and resolves general liability claims in compliance with Claim Handling Guidelines • Conducts recorded statements, reviews medical records, and analyzes liability and damages • Monitors excess and umbrella claims files to assess coverage triggers • Reviews and analyzes underlying claims activity to determine excess layer implications • Analyzes policy language across primary and excess layers • Establishes and maintains accurate reserves at both the primary and excess layers • Manages outside defense counsel and other vendors • Participates in mediations, settlement conferences, and large-loss roundtables

Role Description The Claims Adjuster, Property & General Liability is responsible for investigating, evaluating, and resolving both property damage and general liability claims on behalf of OneSource Claims Management, a Venbrook Claims brand. This role is designed for a professional with 3–5 years of multi-line claims experience who is coachable, collaborative, and motivated to develop within a growing claims organization. Qualifications - 3–5 years of claims handling experience in the property and casualty insurance industry, with experience across property and/or general liability lines - Bachelor’s degree in Business, Risk Management, or a related field preferred; equivalent experience considered - Insurance designation (e.g., AIC, AIM, CPCU) or active pursuit of designation preferred - Active adjuster license required; specific state licensing requirements will vary based on clients assigned Requirements - Communicates clearly and professionally with policyholders, claimants, carriers, vendors, and internal stakeholders across both property and liability lines. - Receptive to feedback and mentorship across multiple lines of business; actively incorporates guidance from senior adjusters and leadership. - Functions effectively within a collaborative team environment, supports colleagues across lines, and contributes positively to the team’s collective performance and growth. - Applies sound judgment in evaluating coverage, liability, and damages across property and general liability claims. - Demonstrates working knowledge of property and general liability claims handling, including coverage analysis, damage assessment, liability evaluation, and vendor coordination. - 3–5 years of claims handling experience in the property and casualty insurance industry. - Working knowledge of property damage valuation, coverage analysis, and claims investigation techniques. - Familiarity with tort liability principles and general liability claims handling methodology. - Demonstrated ability to manage a multi-line caseload with competing priorities and deadlines. - Excellent verbal and written communication skills. - Proficiency in Microsoft Office applications and claims management systems. - Strong analytical and organizational skills with close attention to detail. - Receptive to coaching and committed to professional growth in a collaborative team environment. - Ability to function effectively in a high-paced, deadline-driven environment. - Some travel may be required for field assignments, mediations, or client meetings. Benefits - Salary: $70k - $90k

• Develop and own the annual business development strategy, revenue targets, and go-to-market plan for Venbrook Claims Services across all service lines and client segments • Accountable for delivering against assigned annual new business revenue targets and sales quotas, with responsibility for building and executing the pipeline required to achieve growth objectives • Identify, pursue, and close new business opportunities with insurance carriers, MGAs, captives, brokers, self-insured entities, and public sector organizations • Build and manage a robust sales pipeline; maintain accurate opportunity data, forecasting, and reporting within Salesforce • Develop and deliver executive-level presentations, proposals, and RFP responses in partnership with operations and subject matter experts • Represent Venbrook Claims at industry conferences, associations, trade events, and client forums to drive brand visibility and relationship development • Establish and manage strategic partnerships and referral relationships with brokers, consultants, and other channel partners • Collaborate with the Chief Claims Officer and executive leadership team on pricing strategy, service offerings, and competitive positioning • Partner with claims operations leadership to ensure smooth client implementation and ongoing service delivery that supports retention and account expansion • Monitor competitive landscape, market trends, and client needs to inform service innovation and sales strategy refinement • Develop and maintain account management discipline for existing client relationships, identifying opportunities to expand scope and deepen engagement • Lead the response process for RFPs and competitive bids, coordinating internal stakeholders to produce compelling, differentiated proposals • Establish and report on key performance metrics including pipeline volume, win rates, revenue contribution, and client retention • Partner with marketing to develop thought leadership content, collateral, digital campaigns, and event strategy that support business development objectives

• Develop and execute integrated marketing plans that support enterprise-wide revenue goals and align with the strategic priorities of key Venbrook business groups, which you own and support day-to-day. • Stewardship of Venbrook brand equity across all channels and touchpoints, ensuring consistency of voice, visual identity, and brand positioning across enterprise and business group communications. • Lead MarTech and digital marketing efforts for the Venbrook Marketing Team including managing Venbrook.com, SEO/SEM strategy, Salesforce Marketing Cloud, lead management, and email marketing. • Partner with business group leaders to develop targeted marketing campaigns, sales enablement materials, and client-facing presentations that support new business acquisition and retention. • Track and report on marketing performance metrics, campaign analytics, and key performance indicators; provide regular updates to the CMO with actionable recommendations. • Manage the marketing budget, allocate resources effectively across campaigns and channels, ensure expenditures align with approved plans and measure ROI.