Sales Partnership Coordinator

Convelo Insurance Group • New York, NY

2d

About The Position

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.

Requirements

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level