Subsidiary: Lamb Insurance Services 

RESPONSIBILITIES 

Sales Leadership & Business Growth 

• Lead and manage sales efforts, actively engaging in high-value deal negotiations and assisting Client Executives in closing opportunities to drive team success. 

• Develop and implement strategic sales initiatives to expand our client base and strengthen market positioning. 

• Proactively identify and pursue new business opportunities through direct outreach, leveraging tools such as LinkedIn, email campaigns, and calls. 

Team Development & Management 

• Coach and mentor the sales team, enhancing their skills in sales strategies, funnel management, and closing techniques. 

• Establish and enforce sales processes to ensure consistency, efficiency, and best practices across the team. 

• Recruit, develop, and retain top sales talent, fostering a culture of high performance and continuous improvement. 

• Keep the team informed on industry trends, current events, and evolving market dynamics. 

Networking & Relationship Building 

• Actively participate in networking opportunities, both in-person and online, to build and maintain strong client relationships. 

• Represent the company at industry events, conferences, and professional organizations to expand our brand presence. 

Client Engagement & Onboarding 

• Oversee the early stages of client onboarding to ensure a smooth transition from sales to service teams. 

• Maintain ongoing communication with key clients to foster long-term partnerships and identify opportunities for expansion. 

Performance Management & Strategy Execution 

• Monitor and analyze sales performance metrics, using data-driven insights to optimize sales strategies. 

• Ensure alignment between individual and team goals with overall company objectives. 

QUALIFICATIONS 

Qualifications 

• Proven experience as a Sales Manager or in a sales leadership role and must be willing to obtain insurance license post hire.  

• Demonstrated success in managing and developing high-performance sales teams. 

• Experience handling medium to long-term sales cycles with a strategic approach to business development. 

• Proficiency in CRM software and Microsoft Office Suite. 

• Strong understanding of sales performance metrics and ability to implement data-driven improvements. 

• Excellent communication, leadership, and problem-solving skills. 

• Willingness to travel as needed for client engagement and market development. 

• Bachelor’s degree preferred or equivalent professional experience. 

Member Company: Convelo Insurance Group

RESPONSIBILITIES

• Evaluate new business submissions for appetite acceptability, proper pricing, and profitability.
• Negotiate new business quotes and renewals with producer partners leading to the binding of business
• Maintain underwriting files and prepare reports and presentations as required 
• Act as a liaison between various departments including accounting, claims and loss control. 
• Approve and issue endorsement requests per underwriting guidelines and service guidelines
• Work with other underwriters/departments to drive multi-line sales on individual accounts

QUALIFICATIONS 

• 2 years of commercial underwriting experience
• Strong knowledge of insurance rating, forms and coverages
• Ability to make timely decisions with appropriate information and consultation
• Proven track record of building strong business relationships with agents and insureds
• Demonstrated strong written and oral communication skills
• Ability to work both independently and within a team environment to drive results

Member Company: Convelo Insurance Group

RESPONSIBILITIES

• Establish new submission in the clearance system and handle according to established procedures
• Assist Underwriters with quote, binder, and policy issuance workflow
• Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision
• Assist the Underwriter with the computation of rates and premiums.
• Review incoming insurance applications for accuracy and completeness
• Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
• Work with and follow up with producers for any outstanding information
• Process and distribute insurance binders, endorsements and polices within processing standards established by management
• Prepare all policies in accordance with final binders inclusive of review by underwriting staff
• Manage all account documentation

QUALIFICATIONS 

• Bachelor's Degree
• 1-3 years of underwriting experience
• Demonstrated strong written and oral communication skills
• Ability to work both independently and within a team environment

Member Company: Lamb Insurance Services 

RESPONSIBILITIES 

• Manager and retain a book of business by providing excellent customer service, a proactive renewal process, negotiating with underwriters, utilizing internal resources, and by collaborating with other internal teams.
• Manage day to day servicing to our clients, including issuing certificates, auto id cards, processing endorsement requests, policy checking, renewal pricing, billing issues, invoicing, and contract reviews.
• Address any deficiencies and anticipate client needs with a quick turnaround time.
• Confidently and accurately answer client situational questions with respect to insurance coverage and advise about uncovered exposures as applicable.
• Continuous, clear, and professional verbal and written communication with clients and carriers, including client-facing meetings to build strong relationships with clients.
• Responsible for learning, understanding, and adhering to our internal timelines, protocols, and workflows.                   

QUALIFICATIONS

• Bachelor’s Degree
• Active P&C License
• 5+ years of P&C experience. Non-profit experience is a plus.
• Experienced with Agency Management Systems, preferably Applied EPIC
• Highly comfortable with using various types of computer technology in a face-paced environment

Member Company: Convelo Insurance Group

RESPONSIBILITIES

• Evaluate new business submissions for appetite acceptability, proper pricing, and profitability.
• Negotiate new business quotes and renewals with producer partners leading to the binding of business
• Maintain underwriting files and prepare reports and presentations as required 
• Act as a liaison between various departments including accounting, claims and loss control. 
• Approve and issue endorsement requests per underwriting guidelines and service guidelines
• Work with other underwriters/departments to drive multi-line sales on individual accounts

QUALIFICATIONS 

• Minimum 5+ years of commercial package underwriting experience
• Experience with non-profits or human services
• Strong knowledge of insurance rating, forms and coverages
• Ability to make timely decisions with appropriate information and consultation
• Proven track record of building strong business relationships with agents and insureds
• Demonstrated strong written and oral communication skills
• Ability to work both independently and within a team environment to drive results

Member Company: Convelo Insurance Group

RESPONSIBILITIES

• Evaluate new business submissions for appetite acceptability, proper pricing, and profitability.
• Negotiate new business quotes and renewals with producer partners leading to the binding of business
• Maintain underwriting files and prepare reports and presentations as required 
• Act as a liaison between various departments including accounting, claims and loss control. 
• Approve and issue endorsement requests per underwriting guidelines and service guidelines
• Work with other underwriters/departments to drive multi-line sales on individual accounts

QUALIFICATIONS 

• Minimum 5+ years of commercial property underwriting experience, preferably religious institutions
• Strong knowledge of insurance rating, forms and coverages
• Ability to make timely decisions with appropriate information and consultation
• Proven track record of building strong business relationships with agents and insureds
• Demonstrated strong written and oral communication skills
• Ability to work both independently and within a team environment to drive results

ROLE RESPONSIBILITIES

• Client Relationship Management: Cultivate and maintain strong relationships with personal lines insurance clients.
• Review policies for accuracy and coverage gaps; provide recommendations to clients as needed
• Policy Maintenance: Handle policy changes, endorsements, and renewals efficiently and accurately.
• Respond promptly to client inquiries and provide professional guidance on coverage
• Claims Support: Assist clients in the claims process and ensure their needs are met.
• Work closely with carriers and underwriters to negotiate terms and resolve issues
• Maintain accurate and up-to-date client records in Applied Epic
• Support account retention through proactive communication and relationship management

QUALIFICATIONS

• Experience: A minimum of 3 years of experience as a Personal Lines Account manager
• Licensing: Must hold a valid P&C insurance license.
• Communication: Excellent verbal and written communication skills.
• Customer Focus: A commitment to delivering top-notch customer service.
• Organizational Skills: Strong organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines
• Team Player: Ability to work effectively within a team and collaborate with colleagues.
• Applied Epic experience preferred

We are seeking a Senior Business Analyst with a strong background in Property & Casualty (P&C) insurance to join our team. The ideal candidate brings 5 or more years of experience and deep knowledge of insurance operations, workflows, and systems. This role owns the business analysis workstream across cross-functional initiatives, serving as the primary bridge between business stakeholders and technology teams. The Senior BA translates business needs into clear requirements, drives solution design, and ensures deliverables align with organizational strategy.

Key Responsibilities:

· Partner with producers, brokers, underwriters, and other business stakeholders to understand current-state processes, identify opportunities for improvement, and translate business context into technical decision-making.

· Lead requirements discovery and solution design for the company's custom-developed CRM and related internal systems, spanning production pipelines, quoting, submissions, renewals, and commission processing.

· Elicit, analyze, and document business requirements, including functional specifications, user stories, acceptance criteria, process maps, and data mapping specifications, for development teams.

· Perform impact analysis to assess how proposed changes affect downstream systems, integrations, operations, and compliance.

· Collaborate with product owners, the Solution Architect, QA, and development teams throughout the SDLC to ensure requirements are technically feasible, testable, and accurately implemented.

· Own cross-functional initiatives from intake through delivery, proactively recommending process improvements, system enhancements, and development priorities aligned with business strategy.

· Support requirements for carrier data exchange, ACORD messaging, surplus lines tax filings, and delegated authority workflows as needed.

· Mentor and guide junior analysts or business users involved in requirements gathering and user acceptance testing.

Required Qualifications:

· 5 or more years of experience as a Business Analyst, with a proven track record of leading requirements efforts on complex projects.

· Deep background in commercial P&C insurance with direct experience supporting producer and broker operations across the submission, placement, renewal, and commission lifecycle. Familiarity with wholesale, surplus lines, or delegated authority workflows is a plus.

· Experience serving as a product owner or lead analyst for a CRM or business application, including backlog management and iterative delivery.

· Strong written and verbal communication skills with the ability to present information clearly to both technical and non-technical audiences.

· Bachelor’s degree in Business Administration, Information Systems, or a related field, or equivalent combination of education and experience.

Core Competencies-

· Stakeholder Management: Builds trusted relationships with producers, brokers, and internal teams; influences decision-making through credibility and domain expertise.

· Insurance Acumen: Applies deep knowledge of commercial P&C operations, including multi-carrier environments, delegated authority programs, and wholesale and surplus lines distribution, to drive meaningful solutions.

· Collaboration & Adaptability: Works effectively across cross-functional teams, adapts to shifting priorities, and thrives in a fast-paced environment.

· Integration Thinking: Understands how systems interact and reasons through data flows, dependencies, and downstream impact of requirements decisions.

ABOUT THE ROLE

In this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building strong relationships, and gathering the information necessary to properly quote and sell insurance coverage that your prospects need to effectively manage their risk and exposure.

Responsibilities:

• Client Executives are responsible for meeting production goals and the direct selling of insurance to new and existing clients.
• Consistently reach out telephonically to new prospects from our extensive, proprietary prospect database to create new opportunities for policy placement.
• Lead consulting efforts with prospects to identify their insurance needs and work with Lamb’s in- house carrier relations team to deliver the best insurance solutions from industry-leading carriers.
• Work closely with Lamb-assigned Account Managers to service “your book” of acquired clients to deliver both effective on-going insurance solutions and the highest possible level of client satisfaction.
• Participate in Lamb’s in-house training programs to maintain expertise regarding products in the insurance market as well as optimize effective sales and servicing strategies.

QUALIFICATIONS

• Bachelor’s degree.
• Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility

Executive Support

• Manage and maintain the executive’s calendar, including scheduling meetings, appointments, and travel arrangements.
• Screen and prioritize emails, calls, and correspondence on behalf of the executive.
• Prepare reports, presentations, and meeting materials.
• Attend meetings, take notes, and follow up on action items.
• Handle confidential information with discretion and professionalism.

Office Administration

• Assist in office operations, ensuring a well-organized and efficient workspace.
• Coordinate with office services for office supplies, equipment, and vendor relationships.
• Coordinate company events, meetings, and team gatherings.
• Assist with expense tracking, budgeting, and invoice processing.

Personal Assistance

• Handle personal errands and tasks, such as scheduling personal appointments, shopping, and managing household matters.
• Coordinate travel arrangements for both business and personal trips.
• Assist with event planning for personal and professional gatherings.
• Maintain an organized filing system for personal and business documents.

Member Company: Commercial Real Estate Insurance Services 

The Account Manager is responsible for the retention and servicing needs of our clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

Key Responsibilities:

• Provides excellent customer service to a dedicated book of business and recommends potential enhancements and improvements to processes, products and/or policies.
• Proactively understands the requirements and needs of a client account and ability to multitask in a fast-paced environment.
• Responsible for renewing, servicing and retaining client business. Coordinates market selections for new and renewal business on designated accounts.
• Responsible for driving the entire customer renewal process and experience on designated accounts.
• Develops and maintains dependable working relationships with key carrier partners, underwriters, and wholesalers.
• Gather competitive intelligence and rely to internal parties as requested.
• Identify and pursue cross selling opportunities on existing accounts.
• Responsible for completing routine service requests in a timely manner such as: cross selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
• Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
• Protects the confidentiality of information learned by performing the duties of the position.
• Performs other responsibilities and duties as needed.

Qualifications:

• Bachelor’s degree preferred or equivalent education and/or experience in insurance.
• A minimum of 3-5 years of Working knowledge of commercial property/casualty coverages.
• A minimum of 3-5 years of client services experience within the brokerage industry or equivalent.
• Current P&C insurance license.
• Excellent organization, communication, and negotiation skills.
• Understanding of commercial rating concepts, compliance requirements and federal legislation.
• Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
• Ability to prioritize heavy workloads and meet all time sensitive deadlines.
• Proficient in Microsoft Office software.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.

Position Overview

We are seeking an experienced Project Manager to lead complex IT infrastructure, migration, and integration initiatives. This role requires strong technical acumen, strategic thinking, and the ability to lead cross-functional teams in delivering scalable, reliable solutions. The ideal candidate will serve as a trusted advisor to clients and ensure successful outcomes from initiation through delivery and beyond.

Key Responsibilities

• Serve as the primary client contact, building trusted relationships and aligning delivery with business objectives.
• Lead multiple infrastructure, migration, and integration initiatives across cloud, network, and enterprise environments.
• Drive end-to-end project delivery, from planning and execution through implementation and post-deployment support.
• Direct cross-functional teams, including internal stakeholders, vendors, and offshore resources.
• Manage priorities, risks, dependencies, and scope to ensure consistent and successful outcomes.
• Oversee change management and ensure alignment with stakeholder expectations.
• Apply SDLC and Agile methodologies to deliver efficient, high-quality solutions.
• Maintain clear communication with stakeholders through structured updates, planning sessions, and reporting.
• Optimize resource utilization across concurrent initiatives.
• Establish and enhance processes to improve delivery quality, scalability, and operational efficiency.
• Ensure comprehensive documentation and smooth knowledge transfer to support ongoing operations.

Qualifications

• Minimum of 5 years of experience managing IT projects in client-facing environments, with a strong track record in infrastructure, migration, and integration initiatives.
• Proven ability to lead distributed teams, including remote and offshore resources.
• Experience with cloud platforms, network infrastructure, and system integrations.
• Familiarity with project management tools such as Jira, Zendesk, Asana, or similar platforms.
• Strong analytical and problem-solving skills with a technical mindset.
• Excellent communication and stakeholder management abilities.
• PMP certification and understanding of Agile methodologies and concepts preferred.
• Bachelor’s degree in Technology, Computer Science, or a related field (or equivalent experience) is a plus.
• Experience in the Property & Casualty Insurance industry is a plus.
• Demonstrated commitment to quality, continuous improvement, and successful project delivery.

Member Company: Lamb Insurance Services 

ABOUT THE ROLE

In this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building strong relationships, and gathering the information necessary to properly quote and sell insurance coverage that your prospects need to effectively manage their risk and exposure.

ROLE RESPONSIBILITIES 

• Client Executives are responsible for meeting production goals and the direct selling of insurance to new and existing clients.
• Consistently reach out telephonically to new prospects from our extensive, proprietary prospect database to create new opportunities for policy placement.
• Lead consulting efforts with prospects to identify their insurance needs and work with Lamb’s in- house carrier relations team to deliver the best insurance solutions from industry-leading carriers.
• Work closely with Lamb-assigned Account Managers to service “your book” of acquired clients to deliver both effective on-going insurance solutions and the highest possible level of client satisfaction.
• Participate in Lamb’s in-house training programs to maintain expertise regarding products in the insurance market as well as optimize effective sales and servicing strategies.

QUALIFICATIONS

• Bachelor’s degree.
• Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility

Member Company: Convelo Insurance Group 

Accepting Applicants in the Entire State of Connecticut 

ROLE RESPONSIBILITIES

• Drive financial performance of assigned region
  • 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
  • Responsible to achieve/exceed profitability in coordination with Underwriting partners
  • Develop and implement an annual regional sales plan in partnership with Underwriting
• Manage Territory Distribution
  • Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations.
  • 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 Leadership of Territory and Expertise of Sales Process & Products
  • Takes ownership and sets an example for the organization, in all communications, with high ethical integrity.
  • Learn & provide exceptional knowledge of Convelo’s product and appetite while also demonstrating outstanding knowledge of competitors’ products.
  • Schedule and run agency visits with distribution partners to drive production & profitability results.
  • Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process.
  • Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan.
  • Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing “street level” feedback.
  • Develops & adheres to annual regional budget.

QUALIFICATIONS

• Bachelor’s degree or equivalent experience in business or related field.
• Professional designations (CIC, CPCU, ARM) highly desired.
• A minimum of 5-7 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures.
  • 3+ years of territory/region management experience
• Prior underwriting experience preferred.
• E&S experience a plus.

We are seeking a highly driven, process-oriented M&A Sourcing Associate to originate acquisition opportunities and build long-term relationships with agency owners. This role is critical to expanding our proprietary deal pipeline and supporting our acquisition strategy.

This is a metrics-driven, phone-heavy role ideal for someone who enjoys outreach, relationship building, and operating in a competitive environment.

Key Responsibilities

· Identify and research acquisition targets across defined geographies and verticals

· Conduct high-volume outbound outreach via phone and email

· Hold introductory calls with agency owners and executives

· Track all outreach activity in Company CRM with complete accuracy

· Manage follow-up cadence and nurture long-term opportunities

· Coordinate introductory meetings between prospects and senior leadership

· Support pipeline reporting and KPI tracking

Qualifications

· 2+ years experience in corporate development, business development, sales, private equity sourcing, investment banking, or related role

· Comfortable making outbound calls daily

· Strong verbal communication skills

· Experience using CRM systems required

· Highly organized and self-motivated

· Competitive and resilient

Responsibilities

• Work with the sales and placement team to determine the completeness and accuracy of new business submissions.
• Utilize carrier online rating platforms to quote small lines of business.
• Accurately use the CRM software to keep up-to-date records on clients, carriers, and submissions.
• Assist in the monitoring of timely and successful placements.
• Provide support in analyzing market trends and identifying opportunities.
• Participate in team meetings and contribute to process improvements.
• Evaluate carrier access and appointments to create capacity and competitive options for prospect and clients
• Build and maintain strong relationships with markets and manage feedback process

Qualifications

• Bachelor’s Degree preferred.
• Minimum of 3 years of experience as a Property & Casualty Broker.
• Current P&C Producer License, required.

Skill & Competencies:

• Prior experience working within Epic or another Agency Management System preferred.
• Experience with property and casualty insurance, preferred
• Highly comfortable with using various types of technology in a fast-paced environment, including strong usage of Excel.
• Excellent verbal and written communication skills in English
• Team player
• Ability to thrive in a fast-paced, entrepreneurial environment
• Attention to detail, take ownership of your work and make sure it is accurate.
• Ability to manage multiple, simultaneous deadlines
• Investigative mindset
• Demonstrates our Core Values: Work Ethic, Passion, Caring, Effectivity, Humility

Member Company: Convelo Insurance Group 

ROLE RESPONSIBILITIES

• Drive financial performance of assigned region
  • 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
  • Responsible to achieve/exceed profitability in coordination with Underwriting partners
  • Develop and implement an annual regional sales plan in partnership with Underwriting
• Manage Territory Distribution
  • Work to position Convelo as a lead partner organization for Non-Profits, Human Services, Education Institutions, and/or Religious Organizations.
  • 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 Leadership of Territory and Expertise of Sales Process & Products
  • Takes ownership and sets an example for the organization, in all communications, with high ethical integrity.
  • Learn & provide exceptional knowledge of Convelo’s product and appetite while also demonstrating outstanding knowledge of competitors’ products.
  • Schedule and run agency visits with distribution partners to drive production & profitability results.
  • Collaborate with Underwriting on account pipeline development, book roll opportunities and key relationships to proactively manage the sales process.
  • Conduct regular territory reviews with Underwriting with focus on new business, renewal business and profitability performance to plan.
  • Assist in development & understanding of competitors products & pricing strategies in marketplace while also providing “street level” feedback.
  • Develops & adheres to annual regional budget.

QUALIFICATIONS

• Bachelor’s degree or equivalent experience in business or related field.
• Professional designations (CIC, CPCU, ARM) highly desired.
• A minimum of 5-7 years of commercial lines insurance experience, demonstrating an expertise with a variety of sales and insurance concepts, practices, and procedures.
  • 3+ years of territory/region management experience
• Prior underwriting experience preferred.
• E&S experience a plus.