Foundation Risk Partners

Client Executive, Employee Benefits - Insurance Advisory Solutions Northeast

United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries

Requirements

Candidates should possess a Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or a related concentration, and are preferred to hold a Certified Employee Benefits Specialist (CEBS), SPHR, or PHR certification. They must also obtain and maintain state insurance license(s) as required by the State Department of Insurance, along with a minimum of seven (7) years of insurance and/or benefits related experience, including leading an account management team.

Responsibilities

The Client Executive will manage all policy activity and stewardship aspects in assigned book of business, analyze and report on relevant claims data, ensure client compliance with respect to benefits, serve as an informed resource on government changes like the ACA, promote a culture of vigilance and client satisfaction, maintain accuracy and timeliness, manage large accounts independently, review existing accounts for improvements, cultivate relationships with insurance company partners, manage various priorities, look for opportunities to improve processes, bring issues to leadership, complete special projects, and adapt to changing job responsibilities.

Skills

Insurance
Benefits
Claims Data Analysis
Regulatory Compliance
FMLA
COBRA
ACA
ERISA
Account Management
Client Relations
Legal Compliance
Communication Skills
Organizational Skills

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.

Key Metrics

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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