Foundation Risk Partners

Client Relations Specialist, Private Risk

United States

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Position Overview

  • Location Type: Not specified
  • Employment Type: Full Time
  • Salary: Not specified

The Client Relations Team Specialist serves as a resource to clients and personally provides prompt, efficient, and high-quality service.

Requirements

  • Current State Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
  • Intermediate knowledge of Microsoft Word and Excel.
  • Ability to learn appropriate insurance company and firm software programs.
  • Capable of typing a minimum of 55 words per minute.
  • Excellent written and verbal communication skills.
  • Takes initiative to contribute as a proactive and determined professional.
  • Uses accuracy and thoroughness while completing job responsibilities.
  • Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.

Responsibilities

  • Respond to incoming client service requests for small to large accounts.
  • Process endorsements.
  • Issue new business.
  • Answer client questions regarding coverage.
  • Remarket accounts as needed.

Work Environment

  • Fast-paced, multi-tasking environment.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Company Information

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Skills

Microsoft Word
Microsoft Excel
Insurance software
Typing 55 WPM
Written communication
Verbal communication
Proactive attitude
Accuracy
Thoroughness

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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