Client Executive

Company Overview

Venbrook Insurance Services is one of the largest independent insurance brokerages in the U.S. We help small and mid‑sized businesses manage risk through property and casualty, employee benefits, accident and health, surety, and related services. Our culture focuses on people, collaboration, and accountability. We value diverse perspectives and strong relationships with clients, carriers, and colleagues.

• 401k with match
• Medical, dental, vision, life, and disability
• PTO, paid holidays, paid sick leave
• Workplace flexibility

The Client Executive is a commercial insurance professional with extensive experience in retail brokerage. This role focuses on servicing commercial clients, retaining relationships, and supporting account growth. This position may or may not manage a book of business. The long‑term path for this role is to transition into a Producer position with responsibility for new business development and revenue generation. Salary: $130,000 - $159,000 (Los Angeles, CA).

• Review client risk exposures and recommend coverage changes based on business needs and market conditions
• Provide clear explanations of coverages, policy terms, and program structures
• Handle endorsements, policy changes, billings, certificates, audits, and other service tasks
• Direct Account Managers in completing service work and meeting deadlines
• Review contracts, leases, and insurance requirements and provide recommendations to clients
• Maintain strong relationships with clients, carriers, and internal teams
• Keep accurate documentation and organized files

• Prepare submissions and collaborate with Producer or leadership on carrier strategy
• Negotiate terms, pricing, and coverage with carriers
• Identify cross‑sell opportunities and support revenue growth
• Track carrier responses and timelines to keep renewals on schedule
• Review policies for accuracy and direct issuance of documents
• Maintain awareness of market trends and carrier appetite
• Support sales efforts and participate in calls with prospects

• Clear and concise writing
• Focus on detail and accuracy
• Ability to work with others and support team goals
• Capable of leading client or carrier presentations
• Problem solving and decision making
• Professional conduct and ethical practices
• Interest in developing skills and supporting others
• Ability to recognize revenue opportunities
• Client service mindset and follow‑through

• Ability to delegate work and provide direction when needed
• Support skill development of team members
• Promote collaboration and accountability

• Experience with multifamily and commercial real estate schedules
• Experience with construction insurance, including OCIP, CCIP, COC

• Minimum 10 years of commercial insurance experience in a retail agency
• California Property/Casualty License required

Mid‑Senior level

Full‑time

Customer Service and Sales

Insurance

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