Convelo Insurance Group

Sales Partnership Coordinator

Convelo Insurance Group

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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About the role

  • 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.

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.
Benefits
  • Health insurance
  • Equal employment opportunity
  • Work environment free of discrimination and harassment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
workers compensationcommercial packagegeneral liabilityauto liabilityprofessional liabilityproperty insurance coveragespersonal lines of businessP&C carrier marketexposure schedulesloss summaries
Soft Skills
verbal communicationwritten communicationattention to detailownershiptime managementinvestigative mindsetservice-orientedability to thrive in fast-paced environmentanticipation of client needscollaboration
Certifications
4-year College Degree