Foundation Risk Partners

Advisor, Employee Benefits - Insurance Advisory Solutions

United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee Benefits, Risk ManagementIndustries

Requirements

Candidates should possess a Bachelor’s degree, though it is not strictly required, and should maintain all necessary licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates. A strong understanding of the insurance industry and underwriting criteria is also beneficial.

Responsibilities

The Advisor, Employee Benefits will sell new and existing accounts, build and maintain client relationships, present proposals detailing coverages, communicate effectively with clients and partners, finalize sales, develop prospects through networking and referrals, develop information and recommendations for prospective accounts, maintain accuracy and timeliness in client interactions, and represent the firm positively within the community. The role also includes identifying opportunities for improvement, bringing issues to leadership, meeting monthly new business goals, and performing other functions as assigned.

Skills

Client Relationship Management
Sales and Prospecting
Insurance Proposal Presentation
Communication Skills
Networking
Account Management
Insurance Policies
Community Engagement

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.

Key Metrics

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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