Convelo is a managing general agent and wholesale broker positioned perfectly to give agents and brokers easy access to the most competitive specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Convelo is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees.
ROLE RESPONSIBILITIES
- Provide day to day servicing to Producers as needed including marketing expertise and general support/assistance.
- Maintain awareness of the insurance marketplace and insurance company underwriting guidelines, appetites, and programs.
- Work in collaboration with the Retail Placement Director and staff.
- Assist with maintaining and formatting exposure schedules, preparing & reviewing applications, obtaining loss runs and creating loss summaries.
- Research/investigate issues as needed (for instance, Experience Modification Factor changes)
- Set up new prospects and opportunities in proprietary system.
- Prepare audit, benchmarking, and proposal information for new business opportunities.
- Continuous, clear, and professional verbal and written communication is necessary with clients, carriers, and internal team members. Other similar tasks, as assigned.
- Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows.
QUALIFICATIONS:
- 4-year College Degree, preferred.
- 3 to 5 years of experience in a similar position, preferred.
- Experience with workers compensation, commercial package, general liability, auto liability, professional liability, property insurance coverages, and personal lines of business preferred.
- Strong knowledge of the P&C carrier market, lines of business, and coverages
- Excellent verbal and written communication skills in English.
- Ability to thrive in a fast-paced, entrepreneurial environment.
- Attention to detail, take ownership of your work and make sure it is accurate.
- Ability to manage multiple, simultaneous deadlines.
- Investigative mindset.
- Service-oriented, understands how to anticipate internal and external client needs and make it easy for them to conduct their business.
Convelo is a proud Equal Opportunity Employer. Convelo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Convelo will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority
What We Do
Convelo puts the ease in niche expertise. As a managing general agent and wholesale broker, we make it easy to land the right insurance coverage for your niche clients. Our highly specialized underwriters bring deep expertise to help you anticipate your clients’ needs and win their business. In the nonprofit and human service sector, we offer a range of programs tailored to the unique insurance needs of organizations that provide vital community services. Each program is developed with a top-rated carrier and offers best-in-class coverage that we can easily customize and extend with our wholesale offerings. You can depend on Convelo to work hard for you and operate with the highest integrity – before, during and after coverage is bound. We move fast and ask the right questions, so you can get a better quote to your client faster than your competition does. Better yet, for some of our programs, appointed agents can use Convelo’s online portal to rate, quote and bind package policies in minutes. With Convelo’s exclusive specialty insurance programs and wholesale partnerships at your fingertips, you’re already halfway to binding a policy when you connect with us. So, what are you waiting for?
