Inside Sales Representative
Beyond Finance$100,000 - $300,000/year
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Associate Advisor - Inside Sales (Producer), Personal Lines - RogersGray at Foundation Risk Partners
Kingston, Massachusetts, United States
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Must reside in MA, RI, CT, ME, VT, or NH
- Maintain all licenses required by the State Department of Insurance or be willing and able to obtain all required licenses within the first 90 days of employment
- Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
Responsibilities
- Grow your own book of business with provided leads
- Identify and generate new sales opportunities through analysis and discovery
- Participate in sales meetings to review sales activities and effective rounding efforts
- Develop a full working knowledge of personal lines products and procedures
- Present proposals in a professional manner, reviewing coverages in detail to ensure understanding
- Maintain an understanding and knowledge of the insurance industry and underwriting criteria for Insurance Company Partners represented by the firm
Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Insurance Licensing
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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