Convelo Insurance Group

Sales

• 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 &amp; 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.

Sales Partnership Coordinator

Underwriter

• 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

Sales Partnership Coordinator

Underwriting Assistant, Religious Institutions