Teams at Convelo Insurance Group

The Regional Vice President drives financial performance, manages territory distribution, leads the sales process, and develops a team of Regional Sales Managers. They focus on achieving sales goals, developing relationships, and ensuring profitability in the assigned region.

Founding Account Manager for a new Restaurant Practice: design onboarding and scalable workflows in Epic; manage a portfolio of restaurant accounts ($25k-$50k premiums); onboard 200-400 clients in year one; handle endorsements, certificates, audits, billing, renewals, cross-sell opportunities; build carrier relationships; hire and train junior staff and continuously improve processes.