Underwriting Assistant - Non-Profit

About Convelo Insurance Services

Convelo Insurance Services operates as a managing general agent and wholesale broker, providing agents and brokers with streamlined access to competitive specialty insurance products primarily in healthcare, senior living, non-profit organizations, human services, and related fields. Convelo is known for its socially conscious approach and a workplace culture driven by persistent determination and ongoing enhancement efforts. Their mission is to positively impact lives both through their services and within their employee community.

Job Responsibilities

• Initiate and record new submissions within the clearance system, following established protocols.
• Support Underwriters in managing the quote, binder, and policy issuance processes.
• Collect and organize critical documents and reports, including loss runs, risk assessments, and loss ratings to aid underwriting judgments.
• Assist Underwriters with calculations related to rates and premiums.
• Review incoming insurance applications to ensure completeness and accuracy.
• Contribute to developing and refining the team's underwriting workflows and file management for all bound accounts.
• Coordinate with producers to obtain any missing information required for underwriting.
• Handle processing and distribution of insurance binders, endorsements, and policies within the set standards.
• Prepare finalized policies in accordance with binders after review by underwriting staff.
• Oversee management and organization of all account documentation.

Candidate Qualifications

• Possess a Bachelor's degree in any field.
• 1 to 3 years' experience in underwriting.
• Excellent verbal and written communication capabilities.
• Ability to operate independently as well as collaboratively in a team environment.

Equal Opportunity Statement

Convelo is dedicated to equal employment opportunity, ensuring a harassment-free and discrimination-free workplace. Employment decisions prioritize business needs, job criteria, and individual qualifications without prejudice based on race, color, religion, national origin, sex (including pregnancy), age, disability, sexual orientation, gender identity, marital status, military service, or any other status protected by law. The company values diverse experience and supports employees in expressing their authentic selves at work.