Foundation Risk Partners

Client Manager, Commercial Risk - Insurance Advisory Solutions Southeast

United States

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

Requirements

Candidates should possess a Bachelor’s degree and maintain a valid state insurance license, demonstrating intermediate to advanced proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, along with the ability to quickly learn new software programs. Strong communication skills, both verbal and written, are essential, as is an understanding of insurance company requirements and attributes.

Responsibilities

The Client Manager will maintain client files accurately, compose professional correspondence, monitor claims, communicate claims information, provide guidance to insureds, attend client meetings, assist with client inquiries, manage day-to-day account activities including policy review and renewals, counsel clients on coverage, actively seek referrals, cultivate relationships with insurance partners, identify opportunities for improvement, and bring issues to leadership’s attention.

Skills

Client Relationship Management
Insurance Policies
Claims Monitoring
Account Management
Communication
Negotiation
Financial Analysis
Leads Follow-up
Agency Management System

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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