Senior Associate Broker

Job not on LinkedIn

🔥 1 minute ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Convelo Insurance Group

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 Non-profit

⚕️ Healthcare Insurance

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.

📋 Description

• Receive, triage, and process new business submissions and remarket assignments, ensuring each file meets market-ready standards before approaching carriers. • Prepare complete, accurate, and professional submissions; approach appropriate carriers for quotes in accordance with established routing rules and market preferences. • Solicit timely responses from underwriters, negotiate pricing and terms within defined guardrails, and communicate quote details clearly and promptly to the RSMs and retail clients. • Manage the placement process through to bind, including preparation of binders, checklists, and all required marketing file documentation. • Execute remarket & renewal assignments, maintaining continuity and file integrity throughout the process. • Maintain high standards of accuracy across all file documentation, including quotes, binders, endorsements, and correspondence. • Identify and correct inconsistencies or errors in submissions and policy documents; promptly clarify discrepancies with the retail client or underwriter. • Follow internal Quality Management System (QMS) standards and ensure all transactions comply with regulatory requirements and company policies. • Maintain accurate and organized records of all account activity within the agency management system. • Manage an active WIP queue, prioritizing accounts to meet pod-level turnaround and cycle-time SLAs. • Provide regular status updates to the President of Wholesale on quote progress, pending items, and any accounts at risk of missing SLA targets. • Flag incomplete files and escalate when missing information is blocking market-ready status. • Develop and maintain working relationships with carrier underwriters and market desks relevant to the pod's book. • Stay current on carrier appetites, market conditions, and product changes to support efficient and accurate placement decisions. • Coordinate with Brokerage Ops / Service Specialists on document processing, policy issuance, and servicing transactions. • Provide guidance and support to Junior Brokers on intake, triage, and market-ready preparation as the pod scales. • Participate in pod-level workflow reviews and contribute to continuous improvement of placement processes.

🎯 Requirements

• Minimum 2–5 years of experience in wholesale insurance brokerage, commercial lines placement, or E&S underwriting. • Demonstrated ability to manage a high-volume submission queue with accuracy and urgency. • Strong written and verbal communication skills, including the ability to present quotes and coverage details clearly to retail clients and underwriters. • Proficiency in agency management systems (e.g., Vertafore) and Microsoft Office Suite. • Ability to work independently and manage time effectively in a fully remote environment. • Experience in E&S or surplus lines placement across casualty, property, or specialty lines (preferred). • Established working relationships with wholesale carrier underwriters (preferred). • Genuine curiosity about the role of artificial intelligence and emerging technology in insurance underwriting, placement, and workflow automation (preferred). • A demonstrated habit of self-directed learning (preferred). • Bachelor's degree in Business, Risk Management, Finance, or a related field (preferred).

🏖️ Benefits

• Health insurance • Flexible working arrangements