Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Client Manager - Insurance Advisory Solutions at Foundation Risk Partners
New York, New York, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Requirements
- [Not specified in job description]
Responsibilities
- Maintain client files in Agency Management System accurately and consistently
- Compose professional business correspondence (letter, email, etc.)
- Perform accounting/math related functions (invoicing, premium allocation, etc.)
- Monitor claims according to agency procedures
- Communicate claims information to agency personnel and maintain up-to-date information in the system
- Provide guidance and assistance to the insured in coordination with claims
- Interact effectively with clients, insurance companies, and agency personnel
- Attend client meetings with Advisors or Directors Risk Management (when requested)
- Assist co-workers in responding to client inquiries or processing work
- 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, and review leases and financial statements
- Assist client inquiries via telephone and email
- Counsel and advise clients on coverage and exposure, recommending and placing additional coverage as needed
- Actively seek out referrals from the current client base to generate new business prospects
- Follow up on referrals using the prospect database and automation system
Skills
Agency Management System
Claims Management
Invoicing
Policy Review
Contract Review
Surplus Lines Filing
Risk Management
Client Servicing
Business Correspondence
Insurance Marketing
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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