Convelo Insurance Group

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 policies within processing standards established by management
• Prepare all policies in accordance with final binders inclusive of review by underwriting staff
• Manage all account documentation

Underwriting Assistant – Non-Profit

• 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

Underwriting Assistant – Habitational

General

• 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.

Underwriting Assistant – Non-Profit

Underwriting Assistant – Habitational

Senior Associate Broker