
Insurance • Non-profit • Healthcare Insurance
Convelo Insurance Group is a specialty insurance provider focusing on niche markets such as nonprofits and human services. The company offers exclusive insurance programs and wholesale partnerships designed to meet the unique needs of clients in these areas. With a commitment to speed and integrity, Convelo provides agents with the ability to quickly rate, quote, and bind policies online, ensuring that clients receive the best coverage possible at competitive prices. Their specialized underwriters have deep expertise in sectors like assisted and independent living, management liability, and small business insurance, making them a trusted partner for agents.
July 9

Insurance • Non-profit • Healthcare Insurance
Convelo Insurance Group is a specialty insurance provider focusing on niche markets such as nonprofits and human services. The company offers exclusive insurance programs and wholesale partnerships designed to meet the unique needs of clients in these areas. With a commitment to speed and integrity, Convelo provides agents with the ability to quickly rate, quote, and bind policies online, ensuring that clients receive the best coverage possible at competitive prices. Their specialized underwriters have deep expertise in sectors like assisted and independent living, management liability, and small business insurance, making them a trusted partner for agents.
• Drive financial performance of assigned region. • Create, manage, and meet/exceed annual new business production plan through consistent visibility and developing significant relationships. • Create, manage, and meet/exceed a direct written premium plan. • Responsible to achieve/exceed profitability in coordination with Underwriting partners. • Develop and implement an annual regional sales plan in partnership with Underwriting. • Manage Territory Distribution • Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations. • Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.). • Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business. • Provide Leadership of Territory and Expertise of Sales Process & Products • Takes ownership and sets an example for the organization, in all communications, with high ethical integrity. • Learn & provide exceptional knowledge of Convelo’s product and appetite while also demonstrating outstanding knowledge of competitors’ products. • Schedule and run agency visits with distribution partners to drive production & profitability results. • Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process. • Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan. • Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing “street level” feedback. • Develops & adheres to annual regional budget. • Team Development and Management • Develop a team of Regional Sales Managers and/or Marketing Representatives to work within the territory. • Mentor team members, fostering a culture of continuous improvement, development, and professional growth. • Run regularly scheduled 1-on-1’s with team members to ensure goals are on track and provide guidance and/or intervention when required. • Lead by Example and demonstrate our Core Values: Work Ethic; Effectivity; Caring; Passion; Humility
• Bachelor’s degree or equivalent experience in business or related field. • Professional designations (CIC, CPCU, ARM) highly desired. • A minimum of 8-10 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures. • 5+ years of territory/region management experience • Prior underwriting experience preferred. • E&S experience a plus.
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