Senior Associate Broker

Convelo Insurance Group

Senior Associate Broker executing marketing and placement tasks across new business submissions and renewal assignments in wholesale insurance. Responsibilities include quote throughput, file quality management, and supporting bind activity.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Minimum 2–5 years of experience in wholesale insurance brokerage, commercial lines placement, or E&S underwriting.
Demonstrated ability to manage a high-volume submission queue with accuracy and urgency.
Strong written and verbal communication skills, including the ability to present quotes and coverage details clearly to retail clients and underwriters.
Proficiency in agency management systems (e.g., Vertafore) and Microsoft Office Suite.
Ability to work independently and manage time effectively in a fully remote environment.
Experience in E&S or surplus lines placement across casualty, property, or specialty lines (preferred).
Established working relationships with wholesale carrier underwriters (preferred).
Genuine curiosity about the role of artificial intelligence and emerging technology in insurance underwriting, placement, and workflow automation (preferred).
A demonstrated habit of self-directed learning (preferred).
Bachelor's degree in Business, Risk Management, Finance, or a related field (preferred).

Benefits

Comp & perks

Health insurance
Flexible working arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wholesale insurance brokeragecommercial lines placementE&S underwritingsubmission managementnegotiationfile documentationquality management systempolicy issuanceworkflow automationself-directed learning

Soft Skills

strong written communicationstrong verbal communicationtime managementindependent workrelationship buildingattention to detailproblem-solvingurgencycontinuous improvementguidance and support