Underwriting Assistant – Habitational

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Logo of Convelo Insurance Group

Convelo Insurance Group

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

• Establish new submission in the clearance system and handle according to established procedures • Assist Underwriters with quote, binder, and policy issuance workflow • Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision • Assist the Underwriter with the computation of rates and premiums. • Review incoming insurance applications for accuracy and completeness • Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts • Work with and follow up with producers for any outstanding information • Process and distribute insurance binders, endorsements and polices within processing standards established by management • Prepare all policies in accordance with final binders inclusive of review by underwriting staff • Manage all account documentation

🎯 Requirements

• Bachelor's Degree • 1-3 years of underwriting experience • Demonstrated strong written and oral communication skills • Ability to work both independently and within a team environment

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