Bilingual Customer Service Representative
Beyond FinanceSalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Bilingual Call Center Representative at Foundation Risk Partners
Charlotte, North Carolina, United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Requirements
- One to two years’ experience in the insurance industry
- Call center experience preferred
- Current license as required by the State Department of Insurance, or willing and able to obtain all required licenses within the first 90 days of employment
- Basic understanding of insurance coverages preferred
- Strong analytical, research and problem-solving skills
- High attention to detail
- Strong verbal and written communication skills
- Moderate to advanced knowledge of Microsoft Office Suite
- Ability to learn other appropriate insurance company and firm software systems
Responsibilities
- Prepares documents for presenting risks to market
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
- Assists client service teams in the preparation of presentation materials
- Analyzes and summarizes complex data and compiles reports under supervision
- Records data into the appropriate insurance company and firm software programs
- Runs monthly cancellation and expiration reports
- Processes and completes endorsements and audits
- Completes special projects as assigned
- Looks for opportunities to improve the firm, business segment and processes
Skills
Bilingual
Call Center
Insurance Documentation
Data Entry
Report Generation
Endorsements Processing
Audits
Risk Analysis
Insurance Software
Customer Service
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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