Insurance Sales Representative
Kin InsuranceSalary not specified
Client Experience Lead, Commercial Risk-Insurance Advisory Solutions at Foundation Risk Partners
Tampa, Florida, United States
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Requirements
- Possesses a high level of technical insurance knowledge
- Can manage personal performance, adhering to established workflows and processes, as well as those of team colleagues
- Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision
- Excellent verbal and written communication skills
- Working knowledge of appropriate software
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
- Demonstrates core values, exuding behavior aligned with the firm’s culture
- Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where applicable
Responsibilities
- Leads, mentors, coaches, hires, develops, and evaluates a team of colleagues
- Ensures the delivery of world-class service to all current and prospective clients
- Identifies and implements key performance measures and metrics to contribute to overall business growth, profitability, and innovation
- Works to ensure that measures are scalable and consistent across areas of business
- In partnership with senior leadership, executes client segmentation strategies to meet business goals, profitability, and retention targets
- Responsible for achieving and maintaining high client retention rates
- Ensures efficiency in workflows and operational execution
- Manages insurance company partner relationships, including team meetings and coordinating training for market updates
- Effectively coaches, mentors, and manages team colleagues, fostering professional development and building bench strength
- Creates an environment that encourages open communication and maintains high morale
- Provides day-to-day oversight, direction, and accountability of team colleagues
Skills
Leadership
Mentoring
Client Retention
Performance Metrics
Strategic Execution
Client Segmentation
Operational Efficiency
Partner Management
Team Development
Risk Management
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.
Related Jobs
RemoteRemoteClient Experience Specialist
SmartAssetSalary not specified
Full Time
Entry Level & New Grad
RemoteClient Relationship Executive, Public Sector
GrooveSalary not specified
RemoteClient Success Executive
ArineSalary not specified
- Full Time
- Mid-level (3 to 4 years), Senior (5 to 8 years)
RemoteOperations Risk Lead
KalshiSalary not specified
RemoteTeam Lead, Customer Experience
Bestow$60,000 - $70,000/year
- Full Time
- Expert & Leadership (9+ years)
RemoteRelationship Manager
MercurySalary not specified
RemoteClient Engagement Specialist
PhiloSalary not specified
- Full Time
- Mid-level (3 to 4 years), Senior (5 to 8 years)