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Convelo Insurance Group

Sales Partnership Coordinator

Reposted 3 Days Ago
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In-Office
Manhattan, NY, USA
Mid level
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In-Office
Manhattan, NY, USA
Mid level
Support producers and the retail placement team by preparing applications, exposure schedules, loss summaries, and proposals; research underwriting guidelines and claims history; set up prospects in the proprietary system; communicate with clients and carriers; adhere to internal workflows and timelines.
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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

HQ

Convelo Insurance Group Middletown, New Jersey, USA Office

1385 NJ-35, Middletown, NJ , United States, 07748

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