Account Manager- Restaurant Practice
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AI Summary
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.
About the Opportunity
Convelo is launching a new Restaurant Program, built to serve high-quality restaurant and hospitality risks through a dedicated specialty underwriting model. Unlike a traditional agency role centered on prospecting, 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.
As Account Manager, Restaurant Practice, you will be one of the first hires into this structure and will help shape how the agency operates, communicates, services accounts, and scales.
This is a founding role with immediate impact: building onboarding workflows, managing new account flow, supporting clients through their first policy year, and helping establish the service foundation for a growing national restaurant insurance platform.
Key Responsibilities
Program Launch & Process Development
- 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.
Client Service & Account Management
- 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).
Carrier & Market Relationships
- 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.
Team & Practice Growth
- As the practice scales, 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.
Convelo is a proud Equal Opportunity Employer. Convelo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Convelo will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority
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