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Sr. Associate Broker

Convelo Insurance Group
RemoteRemotefull_timePosted 5 Jun 2026

About the role

<div class="content-intro"><p>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.</p> <p>&nbsp;</p></div><p>The Senior Associate Broker is a core member of foundational team, responsible for executing marketing and placement tasks at volume across new business submissions and renewal assignments. Reporting directly to the President of Wholesale, this role drives quote throughput, maintains file quality, and supports bind activity in accordance with established routing rules and standards. The ideal candidate is organized, technically sharp, and thrives in a fast-paced, high-volume wholesale environment where speed and accuracy are equally valued — and who is energized by the prospect of building something meaningful from the start.</p> <p><strong>Essential Responsibilities</strong></p> <p>Placement &amp; Marketing Execution</p> <ul> <li>Receive, triage, and process new business submissions and remarket assignments, ensuring each file meets market-ready standards before approaching carriers.</li> <li>Prepare complete, accurate, and professional submissions; approach appropriate carriers for quotes in accordance with established routing rules and market preferences.</li> <li>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.</li> <li>Manage the placement process through to bind, including preparation of binders, checklists, and all required marketing file documentation.</li> <li>Execute remarket &amp; renewal assignments, maintaining continuity and file integrity throughout the process. File Quality &amp; Compliance</li> <li>Maintain high standards of accuracy across all file documentation, including quotes, binders, endorsements, and correspondence.</li> <li>Identify and correct inconsistencies or errors in submissions and policy documents; promptly clarify discrepancies with the retail client or underwriter.</li> <li>Follow internal Quality Management System (QMS) standards and ensure all transactions comply with regulatory requirements and company policies.</li> <li>Maintain accurate and organized records of all account activity within the agency management system. Throughput &amp; SLA Management</li> <li>Manage an active WIP queue, prioritizing accounts to meet p

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Company

Convelo Insurance Group

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