Private Wealth Advisor (Private Client - Personal Strategy) - Seattle …
EmpowerSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
[Remote] Client Relations Specialist, Private Risk at Foundation Risk Partners
United States
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Client Relations Specialist position?
This information is not specified in the job description.
Is this position remote or does it require office work?
This information is not specified in the job description.
What skills are required for this role?
Requirements include a current State Insurance License (or ability to obtain within 90 days), intermediate knowledge of Microsoft Word and Excel, typing at least 55 words per minute, excellent written and verbal communication skills, and the ability to learn insurance software.
What is the work environment like at Baldwin Risk Partners?
The role is in a fast-paced, multi-tasking environment.
What makes a strong candidate for this Client Relations Specialist role?
Strong candidates take initiative as proactive professionals, demonstrate accuracy and thoroughness, and align with the firm's behavioral tenets and corporate culture.
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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