Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries
Requirements
Candidates must have a minimum of 5 years of experience in the insurance industry and possess a Property & Casualty License. A college degree is preferred, and knowledge of Applied Epic is highly desirable. Intermediate computer skills in Microsoft Word, Excel, and PowerPoint are essential, along with strong verbal and written communication, negotiation, and problem-solving abilities. The ability to work independently, manage multiple tasks, and maintain a client-first attitude with attention to detail is crucial.
Responsibilities
The Assistant Account Executive will provide daily administrative support to Producers and Account Executives, including preparing renewal information and processing endorsement requests, certificates of insurance, and cancellation requests. This role involves assisting clients with claims reporting and updates, processing new and existing accounts, managing risk management and marketing support, and ensuring timely and accurate transaction execution. Responsibilities also include maintaining files, preparing renewal questionnaires, working expiration lists for customer contact and retention, and updating agency system client information.
Skills
Customer Service
Administrative Support
Claims Processing
Invoice Processing
Insurance Products
Risk Management
Data Entry
Communication
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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