Commercial Lines Sales Agent - Direct Distribution
NationwideSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- No certifications required; none preferred
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses
Responsibilities
- Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding
- Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner
- Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale
- Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts
- Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail
- Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved
- Positively represents the firm in the community and with our insurance company partners
- Performs other functions as assigned by leadership
- Looks for opportunities to improve the firm, business segment, and processes
- Brings issues and discrepancies to the attention of appropriate leadership
- Is expected to meet monthly new business goals
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, this is a remote position.
What is the salary for this role?
This information is not specified in the job description.
What licenses are required for this position?
Candidates must maintain all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses.
What is the company culture like at Baldwin Risk Partners?
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm that takes a holistic and tailored approach to insurance and risk management.
What skills make a strong candidate for this advisor role?
Strong candidates demonstrate professional communication, sales skills to meet monthly new business goals, organizational skills with high attention to detail, and knowledge of the insurance industry and underwriting criteria.
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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