Junior Insurance Technology Associate
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.
Convelo Insurance Group is committed to building smarter infrastructure for underwriting, compliance, and operational excellence. We’re looking for Junior Insurance Technology Associate to support our Director of IT and contribute across multiple system, product, and compliance initiatives. If you’re an insurance-savvy problem solver who thrives at the intersection of forms, systems, and strategy—and you're ready to grow with a tech-forward team—this role is built for you.
ROLE RESPONSIBILITIES
Insurance Systems & Technology
- Assist with configuration, testing, and documentation of insurance management systems (IMS), portals, and workflow automation tools.
- Support QA/UAT cycles for new products, system enhancements, and form updates.
- Partner with IT leadership to identify and troubleshoot technical or logic issues in core systems.
Product, Forms & Compliance Ops
- Review and interpret ISO Circulars to identify impacts on products and ensure regulatory alignment. Translate these updates into clear business and system requirements, and maintain oversight of state-specific regulatory changes affecting rates, rules, and forms throughout the product lifecycle.
- Collaborate with insurance carrier and program partners to define and document requirements for program buildouts and product updates, including state-specific compliance, rating logic, rule application, and form revisions.
- Assist in maintaining forms libraries and documenting rule logic within internal or third-party tools (e.g., Mozart, Product Registry, SERFF).
- Support coordination between compliance, underwriting, and IT for product revisions and state filing activities.
Project Coordination & Documentation
- Help organize and document project plans, Jira tickets, workflows, and SOPs.
- Interface with vendors and third-party platforms during system builds or enhancements.
- Participate in cross-functional initiatives that improve how we manage data, documents, and decision logic.
QUALIFICATIONS
Must-Haves
- 1–3 years of experience in the property & casualty insurance space.
- Familiarity with ISO content, SERFF filings, or product compliance fundamentals.
- Interest in technology, systems thinking, and business analysis.
- Strong attention to detail and curiosity about how insurance data, forms, and logic interact.
Nice-to-Haves
- Exposure to policy administration systems (Vertafore, Guidewire, etc.)
- Basic understanding of SQL, Excel functions, or form configuration logic.
- Experience using Jira, Confluence, or similar project tracking tools.
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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