Foundation Risk Partners

Client Relations Specialist, Private Risk

United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

Candidates must possess a 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. They should also have intermediate knowledge of Microsoft Word and Excel, and the ability to learn appropriate insurance company and firm software programs. Typing speed of at least 55 words per minute is required, along with excellent written and verbal communication skills.

Responsibilities

The Client Relations Team Specialist will serve as a resource to clients, providing prompt, efficient, and high-quality service by responding to incoming client service requests for small to large accounts, processing endorsements, issuing new business, answering client questions regarding coverage, and remarketing accounts as needed.

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.

Key Metrics

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.

Land your dream remote job 3x faster with AI