Executive Assistant to the CEO
Kustomer$85,000 - $120,000/year
Full Time
Junior (1 to 2 years), Senior (5 to 8 years)
Chief of Staff (Early Career Professional) at Foundation Risk Partners
Tampa, Florida, United States
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Recent master’s graduate or early-career professional (2-3 years out of undergrad), or Junior Military Leader
- Exceptional communication skills
- Strong problem-solving skills
- Excellent organizational skills
- Strategic mindset and strong analytical skills
- Proactive problem-solver
Responsibilities
- Serve as the CEO’s point of contact for Board materials and content
- Coordinate Board Committees, ensuring seamless communication and collaboration
- Prepare and upload materials ensuring accuracy and completeness
- Facilitate kickoff meetings, agenda setting, and advance scheduling for Board meetings
- Manage advanced calendaring, seating arrangements for dinners & meetings, and overall logistics
- Track and follow up on action items from Board discussions, ensuring alignment across the ELT
- Schedule and manage business review meetings, ensuring key stakeholders are informed
- Consolidate presentations, metrics, and strategic insights for executive discussions
- Publish action items and meeting minutes to ensure accountability
- Facilitate firm-level lessons learned reviews, ensuring insights are effectively communicated
- Ensure executives are fully prepared for meetings, providing pre-reads and executive summaries
- Summarize key takeaways from pre-read materials and meetings for executive efficiency
- Track action items, publish meeting minutes, and ensure follow-ups with key stakeholders
- Coordinate ELT interactions and facilitate cross-functional alignment
- Support partnership and leader engagements
- Build executive profiles and briefing documents ahead of key meetings
- Serve as a coordination point for internal communications across the ELT
- Act as the go-to expert for internal presentations, ensuring clarity and executive-level impact
- Schedule and coordinate key client, colleague, and carrier partner meetings
Skills
Communication
Problem-Solving
Organizational Skills
Analytical Skills
Strategic Thinking
Executive Support
Board Management
Project Coordination
Meeting Facilitation
Action Item Tracking
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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