Commercial Lines Account Manager- Hospitality

About the role

Convelo is launching a new Restaurant Program, built to serve high-quality restaurant and hospitality risks through a dedicated specialty underwriting model. This role is foundational, with immediate impact in building onboarding workflows, managing new account flow, supporting clients through their first policy year, and establishing the service foundation for a growing national restaurant insurance platform.

Key Responsibilities

• Design and implement the end-to-end client onboarding process for the Restaurant Practice from the ground up.
• Build scalable workflows and documentation for quoting, binding, servicing, and renewal across Epic (agency management system).
• Partner with leadership and carrier partners to refine the program’s appetite, coverage structure, and operational playbook.
• Serve as the primary point of contact for a portfolio of restaurant accounts with premiums of $25,000–$50,000.
• Target onboarding of 200–400 new clients over the first year.
• Manage the full renewal cycle, including proactive outreach, coverage reviews, and retention strategy.
• Handle all service requests in a timely manner: endorsements, certificates of insurance, audit responses, billing changes, and premium finance agreements.
• Identify cross-sell and upsell opportunities across the full insurance needs of restaurant clients (liquor liability, workers’ comp, employment practices, cyber, and beyond).
• Develop and maintain strong relationships with carriers, underwriters, and wholesale partners focused on the restaurant segment.
• Coordinate market selections for new and renewal business; leverage carrier appetite knowledge to optimize placement.
• Gather and relay competitive intelligence to internal stakeholders.
• Hire and onboard junior team members approximately 12 months from start date.
• Serve as a subject-matter resource and culture carrier for the Restaurant Practice within Convelo.
• Contribute to continuous improvement of processes, tools, and the overall client experience.

Required Qualifications

• 4–7 years of experience in a commercial P&C insurance role at an insurance agency or brokerage.
• Demonstrated experience working with restaurant, hospitality, or food & beverage accounts — including familiarity with liquor liability and assault & battery coverage.
• Proficiency in Epic (agency management system)
• Entrepreneurial mindset: proven ability to build processes, not just follow them.
• Track record of system building — creating workflows, documentation, and operational infrastructure that scales.
• Understanding of the broader insurance needs of restaurant operators beyond primary P&C.
• Strong client communication, negotiation, and relationship management skills.
• Comfortable working independently in a remote, fast-moving, startup-like environment.

Preferred Qualifications

• Active P&C insurance license (or ability to obtain quickly).
• Experience engaging directly with fine dining and/or family casual restaurant operators.
• Background in the service industry (restaurant, hospitality) — firsthand understanding of the client’s world is a meaningful differentiator.
• Familiarity with workers’ compensation, employment practices liability, and other coverages common to restaurant operations.