Commercial Lines Sales Agent - Direct Distribution
NationwideSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Client Manager, Commercial Risk - Insurance Advisory Solutions at Foundation Risk Partners
Seattle, Washington, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Client management skills
- Insurance knowledge
- Communication skills
- Problem-solving skills
Responsibilities
- Manage day-to-day activities of client accounts, including policy review and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statement preparation
- Assist in establishing and maintaining appropriate carrier relationships
- Manage client files in AMS accurately and consistently, ensuring proper documentation and communication
- Handle client inquiries and collaborate with insurance partners and internal teams to resolve issues
- Maintain in-depth knowledge of insurance company requirements and attributes
- Coordinate service delivery for accounts as assigned, developing initial placement/renewal strategies
- Stay informed on regulatory changes
- Complete special projects as assigned
- Continually seek opportunities to improve the firm, business segment, and processes
- Bring issues and discrepancies to appropriate leadership
- Serve as a mentor to colleagues as requested
Skills
Insurance Policy Review
Contract Review
Renewal Preparation
Insurance Negotiation
Financial Statement Preparation
Client Account Management
Carrier Relationship Management
AMS
Regulatory Compliance
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.
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