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Account Executive

Illinois, Iowa, Indiana, Michigan, Wisconsin

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.

 

Summary

Working under the direct supervision of the Regional Account Manager, the Account Executive supports the new business production goals of an assigned region via interaction with brokers, underwriters and other internal and external customers.

Duties Include:

  • Reviews all new business submissions in accordance with Underwriters and Regional Sales Managers
  • Assists with preparing and sending submissions to submissions team when applicable
  • Proactively facilitates conversations with brokers, Underwriting and Marketing as needed based upon initial assessment of new business submission.
  • Utilize pipeline reports to insure need-by dates are met and applies discretion in prioritizing accounts.
  • Follows up with the brokers for additional information one week after the Underwriting team has made the initial contact for the additional information
  • Assists Marketing and Underwriting when needed with follow up calls to the broker to obtain needed information.
  • Sends quote release email to the brokers in a timely manner once received from the Underwriting team ($15K +)
  • Maintains documentation of account file to meet compliance and internal quality control requirements.
  • Assists in the development of strong business relationships with appropriate insurance carrier partners and personnel.
  • Maintains knowledge of new and existing products
  • Inputs target premiums and quote need by dates into the system of record
  • Updates the system of record with the account information once received from the Account Executive, Underwriter or Broker.
  • Manage and coordinate conference attendance and set-up at insurance conferences.

Knowledge & Skills Required

  • Strong customer service focus with a highly professional attitude and approach to business
  • Knowledge of P&C insurance markets, products and industry operations.
  • Excellent computer skills with knowledge of agency management software and insurance rating software; proficient in Microsoft Suite office software.
  • Must possess strong verbal, written communication, and organizational skills.
  • Must have the ability to handle multiple and changing priorities in a fast-paced team environment.
  • Able to work under pressure and time constraints with significant telephone and personal interruptions.

Qualifications

  • High School graduate or equivalent. College degree desirable.
  • Minimum of 2+ years' experience in insurance account management or similar role.
  • Property and Casualty License preferred (will have to obtain if hired)

Convelo is a proud Equal Opportunity Employer. Convelo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Convelo will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

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