Foundation Risk Partners

Associate Client Manager, Commercial Risk-BKS Partners

United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Position Overview

  • Location Type: Not specified
  • Employment Type: Full Time
  • Salary: Not specified

The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

Requirements

  • Education: A Bachelor’s degree is preferred.
  • Experience: At least 2-5 years’ relevant experience.
  • Licenses: Current P&C license as required by the State Department of Insurance (or willingness to obtain).
  • Skills:
    • Demonstrates effective presentation skills through verbal and written communications.
    • Exhibits excellent client service and problem-solving skills.
    • Can comfortably work in a team environment.
    • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.
    • Ability to learn other insurance company and firm software programs.

Responsibilities

  • Assist in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services.
  • Risk identification and evaluation of client accounts, and escalating concerns to senior colleague.
  • Collaboration, communication, and execution of service to ensure service standards are met.
  • Oversight of system data entry and processing.
  • Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues.
  • Complete special projects as assigned.
  • Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
  • Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors.
  • Assist colleagues as requested.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Company Information

  • Click here for some insight into our culture!
  • The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Skills

Client Service
Problem-Solving
Presentation Skills
Team Collaboration
Microsoft Word
Excel
PowerPoint
Outlook
Insurance Software

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.

Land your dream remote job 3x faster with AI