[Remote] Client Manager, Commercial Risk - Insurance Advisory Solutions Southeast at Foundation Risk Partners

United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Skills

Key technologies and capabilities for this role

Client Relationship ManagementInsurance PoliciesClaims MonitoringAccount ManagementCommunicationNegotiationFinancial AnalysisLeads Follow-upAgency Management System

Questions & Answers

Common questions about this position

What is the salary for this Client Manager position?

This information is not specified in the job description.

Is this Client Manager role remote or office-based?

This information is not specified in the job description.

What skills are required for this Client Manager role?

Required skills include effective presentation skills (verbal and written), intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook, ability to learn insurance software, and a state insurance license.

What is the company culture like for this position?

The role requires demonstrating the firm’s core values and aligning with the corporate culture, while fostering a positive working environment through collaboration and strong relationships.

What makes a strong candidate for this Client Manager role?

Strong candidates demonstrate the firm’s core values, have effective communication and presentation skills, proficiency in Microsoft Office, ability to obtain an insurance license, and experience in client account management and insurance processes.

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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