Convelo Insurance Group ยท 1 day ago
Account Executive
Philadelphia, PA
Full-time
Onsite
Entry, Mid Level
2+ years expConvelo Insurance Group is a managing general agent and wholesale broker focused on providing competitive specialty insurance products. The Account Executive will support new business production goals by interacting with brokers, underwriters, and customers, while managing submissions and maintaining compliance documentation.
Customer ServiceInsuranceRisk Management
Responsibilities
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
Qualification
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
High School graduate or equivalent
Minimum of 2+ years' experience in insurance account management or similar role
Preferred
Property and Casualty License preferred (will have to obtain if hired)
College degree desirable
Company
Convelo Insurance Group
Convelo Insurance Group is a risk management solutions firm that offers unique products, insurance programs and customer service.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Salvatore V. Abano
Chief Information Officer
Company data provided by crunchbase