Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Client Manager, Employee Benefits - Insurance Advisory Solutions at Foundation Risk Partners
Irvine, California, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries
Requirements
- Knowledge of regulatory changes
- Ability to coordinate service delivery
- Ability to develop placement/renewal strategies
- Strong communication and interpersonal skills
- Ability to work effectively with clients, insurance companies, and agency personnel
- Proficiency in using AMS (Agency Management System)
Responsibilities
- Manage day-to-day activities of client accounts: policy review and updates
- Manage day-to-day activities of client accounts: contract reviews
- Manage day-to-day activities of client accounts: preparing renewal documents
- Manage day-to-day activities of client accounts: marketing and negotiating insurance programs
- Manage day-to-day activities of client accounts: financial statement preparation
- Assist in establishing and maintaining appropriate carrier relationships
- Manage client files in AMS accurately and consistently, ensuring proper documentation and communication
- Manage 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 placement/renewal strategies
- 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
Questions & Answers
Common questions about this position
What is the salary or compensation for this Client Manager position?
This information is not specified in the job description.
Is this Client Manager role remote or does it require office work?
This information is not specified in the job description.
What key skills are needed for this Client Manager role?
Key skills include strong communication and interpersonal skills, proficiency in AMS (Agency Management System), knowledge of regulatory changes, ability to coordinate service delivery, and developing placement/renewal strategies.
What is the company culture like at Baldwin Risk Partners?
The company has an entrepreneurial, family-oriented culture.
What makes a strong candidate for this Client Manager position?
Strong candidates demonstrate strong communication and interpersonal skills, proficiency in AMS, knowledge of insurance regulations, and the ability to manage client relationships, negotiate programs, and coordinate service delivery.
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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