Client Manager, Employee Benefits-Insurance Advisory Solutions at Foundation Risk Partners

Fort Myers, Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

At least 4 years’ of related insurance experience
Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
Strong Excel skills, ability to create and manage large spreadsheets of data
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
Ability to forge relationships with key insurance markets and carrier representatives
Strong communication and interpersonal skills
Ability to work as part of a team of professionals and build relationships with other Firm business segments
Bachelor’s degree preferred

Responsibilities

Manage day-to-day activities of client accounts including policy review, changes and updates
Manage day-to-day activities of client accounts including contract reviews
Manage day-to-day activities of client accounts including preparing renewal documents
Manage day-to-day activities of client accounts including marketing and negotiating insurance programs
Manage day-to-day activities of client accounts including financial statements related to the client’s insurance
Assist in establishing and maintaining appropriate carrier relationships
Manage client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues
Know the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources
Coordinate service delivery for accounts as assigned including developing initial placement/renewal strategy
Stay informed on regulatory changes
Complete special projects as assigned
Bring issues and discrepancies to appropriate leadership
Serve as a mentor to colleagues as requested

Skills

Key technologies and capabilities for this role

Employee BenefitsInsurance Policy ReviewContract ReviewRenewal PreparationInsurance MarketingInsurance NegotiationCarrier RelationshipsClient Account ManagementRisk ManagementRegulatory ComplianceAMS

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What is the salary for this role?

This information is not specified in the job description.

What skills are required for this Client Manager position?

Required skills include strong technical knowledge of insurance market conditions and carrier underwriting appetites, strong Excel skills for managing large spreadsheets, ability to analyze complex risk exposures and develop recommendations, and ability to forge relationships with insurance markets and carriers. Additionally, strong communication, interpersonal skills, and teamwork are essential.

What is the company culture like at Baldwin Risk Partners?

The company emphasizes being an integral part of the team, partnering with sales and service colleagues to deliver high-level client service, and serves as a mentor to colleagues as requested.

What experience is needed to be a strong candidate for this role?

At least 4 years of related insurance experience is required, with a Bachelor’s degree preferred. Strong candidates will have technical insurance knowledge, Excel proficiency, risk analysis skills, and relationship-building abilities.

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

Client Manager, Employee Benefits-Insurance Advisory Solutions at Foundation Risk Partners

Requirements

Responsibilities

Skills

Questions & Answers

Foundation Risk Partners

About Foundation Risk Partners

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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