Licensed Customer Service Agent
Kin Insurance$46,000 - $50,000/year
Full Time
Entry Level & New Grad
4-40 Licensed Customer Service Agent at Foundation Risk Partners
The Villages, Florida, United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- One to two years’ experience in the insurance industry
- Current 4-40 License, as required by the State Department of Insurance
- Strong analytical, research, and problem-solving skills
- High attention to detail
- Strong verbal and written communication skills
- Basic understanding of insurance coverages (preferred)
- Moderate to advanced knowledge of Microsoft Office Suite
- Ability to learn other appropriate insurance company and firm software systems
Responsibilities
- Works with advisors and line-of-business specialists to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals
- Assists advisors with service needs and makes modifications to accounts as necessary
- Prepares documents for presenting risks to market
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards, and other coverage-related documents
- Assists client service teams in the preparation of presentation materials
- Analyzes and summarizes complex data and compiles reports under supervision
- Records data into the appropriate insurance company and firm software programs
- Runs monthly cancellation and expiration reports
- Processes and completes endorsements and audits
- Completes special projects as assigned
- Looks for opportunities to improve the firm, business segment, and processes
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits are offered for this position?
Benefits include eligibility for The Villages Charter School enrollment, 401k matching and benefits package, Adoption Assistance Program eligibility, Paid Parental Leave, and a Competitive PTO plan with 12 paid holidays.
Is this position remote or onsite?
The position is onsite at 7+ offices throughout The Villages.
What skills are required for this role?
Required skills include strong analytical, research, and problem-solving skills, high attention to detail, strong verbal and written communication skills, moderate to advanced knowledge of Microsoft Office Suite, and ability to learn insurance software systems. A basic understanding of insurance coverages is preferred.
What is the salary for this position?
This information is not specified in the job description.
How do I apply for this position?
Apply directly through The Baldwin Group’s career site. The Baldwin Group will not accept unsolicited resumes.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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