Client Service Specialist, Commercial Risk - Insurance Advisory Solutions at Foundation Risk Partners

Tustin, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred
Strong analytical, research and problem-solving skills
High attention to detail
Strong verbal and written communications skills
Ability to multi-task and work effectively in a fast-paced team environment
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment

Responsibilities

Prepares documents for presenting risks to market
Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
Prepares and updates draft renewal proposals
Assists client service teams in the preparation of presentation materials
Analyzes and summarizes complex data and compiles reports with supervision
Records data into appropriate insurance company and firm software programs
Runs cancellation and expiration reports
Processes and completes endorsements and audits
Processes Notices of Cancellations
Requests Loss Runs
Quotes flood and builder’s risks policies as requested by an Account Manager
Handles the renewing of bonds and flood policies
Completes special projects as assigned
Looks for opportunities to improve the firm, business segment and processes
Brings issues and discrepancies to the attention of appropriate leadership

Skills

Key technologies and capabilities for this role

Insurance DocumentsRisk PresentationsApplications PreparationInsurance CertificatesRenewal ProposalsData AnalysisReport CompilationInsurance SoftwareEndorsements ProcessingPolicy AuditsLoss RunsFlood InsuranceBuilder’s Risk PoliciesBonds Renewal

Questions & Answers

Common questions about this position

What experience is required for this Client Service Specialist role?

1 year of experience in the insurance industry is required, with 2+ years preferred. No specific education is required.

What key skills are needed for this position?

Candidates need strong analytical, research, and problem-solving skills, high attention to detail, strong verbal and written communication skills, ability to multitask in a fast-paced team environment, and intermediate to advanced Microsoft Office Suite knowledge.

Is the salary specified for this job?

This information is not specified in the job description.

What is the location or work arrangement for this role?

This information is not specified in the job description.

What licensing is required for this position?

Candidates must maintain all licenses required by the State Department of Insurance or be willing and able to obtain them within the first 90 days of employment.

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

Client Service Specialist, Commercial Risk - Insurance Advisory Solutions at Foundation Risk Partners

Requirements

Responsibilities

Skills

Questions & Answers

Foundation Risk Partners

About Foundation Risk Partners

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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