Client Manager

Venbrook; San Diego (CA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

401(k) + employee match

Medical, Dental, Vision, Life, and Dis

Paid Time Off (PTO)

Paid Holidays

Paid Parental Leave

Paid Sick Leave

Professional development programs

Work-life quality and flexibility

Job summary

Venbrook Claims Services seeks an experienced account manager to independently service school clients, acting as the primary day-to-day contact and coordinating with the Client Executive. You will manage inquiries, policy changes, and billing while ensuring timely responses and ongoing client satisfaction.

The role requires strong communication, attention to detail, and the ability to navigate insurance products for education clients, with travel for quarterly internal/on-site meetings.

Qualifications

• Minimum 3–5 years of account management experience in insurance.
• Active Accident & Health or Life license in state of residence within 90 days of hire.
• Bachelor's degree or equivalent work experience.
• Excellent verbal and written communication; ability to address complex issues clearly.
• Significant attention to detail; ability to handle escalations effectively.

Responsibilities

• Independently service a designated book of business, building strong relationships with school clients and responding within 24 business hours.
• Serve as main day-to-day contact for on-site program staff, coordinating with the Client Executive for decision-making.
• Conduct regular meetings to review plan performance, address concerns, and explore service improvements.
• Manage day-to-day client servicing, handling inquiries about insurance products, changes, benefits, claims, and billing.
• Explain coverages and policy terms clearly to schools, students, and families; maintain enrollment calendars.

Skills

Client service

Communication

Attention to detail

Analytical thinking

Problem solving

Education

Bachelor's degree or equivalent work experience

Active A&H or Life license in residence

Tools

Microsoft 365

Salesforce

AMS360

Job description

Company Overview

Venbrook Claims Services is the claims business group 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 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.

Company Overview

Venbrook Claims Services is the claims business group 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 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. Venbrook Claims brings together decades of specialized expertise by integrating respected legacy claims brands: Carl Warren & Company, DMA Claims, and OneSource Claims Management. Venbrook works across the claims lifecycle with services that include Third Party Administration (TPA), Complex Claims Management, Catastrophe, Independent Adjusting, subrogation recovery, litigation management, investigative, and Special Investigations Unit (SIU) services. Venbrook Claims has long-term clients across the public and private sectors, including insurance companies, captives, MGAs, transportation companies, manufacturers, public school systems, and property owners. With over a century of combined claims experience, our organization’s legacy brands have been unified as Venbrook Claims to deliver scalable, flexible solutions supported by centralized governance, compliance, and technology infrastructure. Our culture is derived from the people who create it. We are not different in what we do — we are different in how we do it. We believe our clients are our partners, and we earn their trust every day.

We Offer Competitive Compensation And a Comprehensive Benefits Package

• 401(k) + 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

Visit us at https://www.venbrook.com/contact-us/careers

Client service

• Independently service a designated book of business, developing strong, trusting relationships with school clients and responding to all inquiries within 24 business hours.
• Serve as the primary day-to-day contact for the working-level staff who run the program at each institution, typically athletic trainers, insurance office staff, student health center staff, and district and school business office staff, partnering with the Client Executive, who owns the decision-maker relationships.
• Conduct regular meetings and strategic reviews to discuss plan performance, address concerns, and explore opportunities to improve service.
• Manage day-to-day client servicing, resolving inquiries and complaints related to insurance products, policy changes, benefits, claims, and billing.
• Demonstrate a working understanding of routine coverages and policy terms, and explain them clearly to schools, students, and families.
• Build and maintain a client service calendar aligned to the academic year, so enrollment periods, waiver deadlines, and renewal milestones stay on schedule.
• Report to the SVP and Student Insurance leadership on account status, financial, servicing, and renewal progress as needed and upon request.

Member and claims support

• Manage the claims email inboxes, handling claims questions from members, customers, and providers.
• Manage the customer service phone line, answering inquiries and following up on issues until they are resolved.
• Support students and families through enrollment and waiver processes, including questions about eligibility, coverage, and deadlines.
• Coordinate with carriers and third-party administrators on claims research and escalation, and elevate complex matters to the Client Executive.
• Support the setup, testing, and ongoing maintenance of client enrollment portals.

Documentation and growth

• Maintain client files and records in Salesforce, AMS360, and other systems, documenting all account activity clearly enough for others to pick up.
• Uphold documentation, data-accuracy, and errors-and-omissions (E&O) standards across client records and member interactions.
• Assess and act on opportunities to develop additional account revenue by cross-selling other products in the portfolio.
• Stay current on student insurance products, carrier partners, and the regulatory landscape affecting school and student coverage.
• Perform additional duties and special projects as assigned.

Travel

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

What You Bring

• Client service: builds trust with school partners and keeps them well served and well informed.
• Composure: handles member and provider calls with patience, including in difficult moments.
• Communication: explains coverage, claims, and policy terms clearly, in writing and by phone.
• Attention to detail and strong follow-through across many open items at once.
• Analytical and problem-solving strength, with sound judgment about when to elevate.

Required

• 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.

Nice to Have

• Background in student health.
• Spanish speaking.
• Experience with student enrollment portals or waiver administration.
• Experience supporting K-12 or higher education clients.

Salary

Up to $30.00/hr