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Form of workJob Description
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.
OUR BENEFITS:
We are passionately committed to being a great company in which to work, learn, and grow! Our “Employee Promise” ensures our employees benefit from a broad suite of progressive workplace programs and benefits designed to deliver a world-class culture and GREAT employee experience. Some of our many benefits include:
· Industry-leading Medical, Vision & Dental Programs
· Strong Short/Long-Term Disability Programs
· Company-Wide Employee Profit-Sharing Program
· Generous 401K Matching Program
· Tuition Assistance
· Work-from-home flexibility
· Summer Fridays
· Reasonable, Balanced Workloads
· Generous, Stand-Alone Vacation Policy
· Unlimited Sick Days
· Multiple “Floating Holidays” Per Year
· Maternity/Paternity Leave
· Monthly Company-Wide Social Hours
· Peer-to-Peer Employee Recognition Program
· Career Development programs
· Employee “Healthy Lifestyle” Rewards Program
· Quarterly Community Volunteer Program
· Employer sponsored paid time to volunteer
· And more..
ROLE RESPONSIBILITIES
- Drive financial performance of assigned territory
- Create, manage, and meet/exceed annual new business production plan through consistent visibility and developing significant relationships
- Create, manage, and meet/exceed a direct written premium plan through ongoing management within
- Responsible to achieve/exceed profitability in coordination with Underwriting partners
- Manage Territory Distribution
- Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Educational Institutions, Religious Organizations, and Senior Living/Housing Organizations, among other classes of business
- Develop annual agency/broker business plans with select partners and hold accountable through various metrics (submissions, premium commitment, pipeline, etc.)
- Differentiate distribution support based on agency assessments, including driving production with relationships with aggressive growth potential, while also helping to maintain relationships with larger, more-tenured books of business.
- Provide Expertise of Sales Process & Products within Territory
- Takes ownership of and sets an example for the organization, in all communications, with high ethical integrity.
- Learn and demonstrate exceptional knowledge of Convelo’s products as well as the current marketplace.
- Schedule and run retail agency visits to drive production & profitability results.
- Collaborate with the Convelo underwriting team on account pipeline development.
QUALIFICATIONS
- Bachelor’s degree or equivalent experience in business or related field.
- Minimum 1 to 2 years of insurance sales experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures.
Here at Convelo, we value Diversity, Equity, and Inclusion. Our teams are composed of individuals from different cultures, geographies, religions, races, ethnicities, genders, sexual orientations, abilities, and generations. We are committed to fostering a Diverse and Inclusive environment for all people because we believe that a variety of experiences makes us stronger—as individuals, as communities and as a company.
Even if you don’t feel that you fit all the criteria listed, please apply! There may still be a place for you on our team.
