CRA Mortgage Originator
M&T BankSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- High School Diploma required
- Undergraduate degree preferred
- Life & Health License preferred (not required)
- Aptitude for problem-solving
- Strong desire to succeed
- Ability to determine solutions for customers and problem solve in real time (consultative sales approach)
- Results-oriented
- Ability to work independently and within a team environment
- Excellent verbal and written communication skills
Responsibilities
- Calculate insurance premiums by gathering pertinent information utilizing different quoting engines
- Communicate and present an insurance package to approximately 50-100 live clients each day
- Respond to customer inquiries with compassion and active listening, selecting the best solution in an efficient manner
- Adhere to all contract, property, and insurance laws
- Provide customer service for each client to maintain a positive client-advisor relationship
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the compensation for the ACA Insurance Agent role?
The position offers competitive base pay plus an annual holiday bonus.
What benefits are provided to employees?
Benefits include 401k, Health, Dental, Vision, PTO, and 12 paid holidays.
Is this a remote position or is there a required location?
This information is not specified in the job description.
What skills and qualifications are required for this role?
Requirements include a High School Diploma (undergraduate degree preferred), Life & Health License preferred, aptitude for problem-solving, strong desire to succeed, results-oriented mindset, ability to work independently and in a team, and excellent verbal and written communication skills.
What is the company culture like at Baldwin Risk Partners?
The culture is award-winning, entrepreneur-led, and inspired, with clients considering it an invaluable expansion of their business.
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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