Sales Director - Commercial Northeast
FlashpointSalary not specified
Client Manager, Commercial Risk - Insurance Advisory Solutions, Northeast at Foundation Risk Partners
Kingston, Massachusetts, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Strong communication and organizational skills
- Demonstrates effective presentation skills through both verbal and written communications
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to learn other appropriate insurance company and firm software programs
- Demonstrates the firm’s core values, exuding behavior aligned with the corporate culture
- Requires a degree and relevant experience
Responsibilities
- Maintain client files in Agency Management System accurately and consistently
- Responsible for proper documentation of files and consistent communication to all parties in accordance with company workflows, procedures, and best practices
- Compose professional business correspondence via letter, email, and/or other means
- Perform accounting/math related functions, including invoicing, premium allocation, and other necessary tasks
- Monitor claims according to agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system
- Provide guidance and assistance to the insured in coordination with claims
- Interact effectively with others through good communication skills, purposeful cooperation, and providing necessary information and guidance to achieve company goals
- Attend client meetings with the Advisor or Director Risk Management, when requested
- Assist co-workers in responding to client inquiries or processing work as needed
- Manage the day-to-day activities of client accounts, including: Policy review, Changes and updates, Contract review for certificates processing, Preparing renewal documents, Marketing and negotiating insurance programs, Filing surplus lines, Reviewing leases and financial statements
- Provide client inquiries via telephone and email, relaying information and following up for timely service to the insured
- Counsel and advise clients on coverage and exposure, recommending and placing additional coverage as needed
- Actively seek referrals from the current client base to generate new business prospects; follow up using the prospect database and automation system
- Cultivate strong relationships with insurance company partners, understanding carrier requirements and attributes
- Look for opportunities to improve the firm, business segment, and processes
- Bring issues and discrepancies to the attention of appropriate leadership
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the location or work arrangement for this role?
This information is not specified in the job description.
What is the salary or compensation for this position?
This information is not specified in the job description.
What skills are required for the Client Manager role?
Candidates need effective presentation skills in verbal and written communications, intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook, and the ability to learn other appropriate insurance software.
What is the team structure like for this position?
The role is part of the Commercial Lines team, partnering with Advisors, Directors Risk Management, and Client Service Specialists to deliver service to commercial clients.
What makes a strong candidate for this Client Manager position?
Strong candidates will have excellent communication skills, proficiency in Microsoft Office tools, organizational abilities for managing client files and accounts, and experience in insurance-related tasks like policy review and claims monitoring.
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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