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 opportunity begins with a built-in distribution channel designed to deliver a curated pipeline of pre-qualified restaurant accounts.

To support this model, Convelo is building an internal agency function from the ground up — a team that will act as the bridge between Restaurant Program underwriters and restaurant operators entering the 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.