Commercial Lines Sales Agent - Direct Distribution
NationwideSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Client Service Specialist-Commercial Risk-Insurance Advisory Solutions at Foundation Risk Partners
Tampa, Florida, United States
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 communication 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
- 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 required
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
Questions & Answers
Common questions about this position
What is the salary for this Client Service 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?
Required skills include strong analytical, research, and problem-solving skills; high attention to detail; strong verbal and written communication skills; ability to multi-task in a fast-paced team environment; and intermediate to advanced knowledge of Microsoft Office Suite.
What is the work environment like at Baldwin Risk Partners?
The role is in a fast-paced multi-tasking environment where you work closely with advisors, line-of-business specialists, and client servicing professionals.
What experience and qualifications make a strong candidate for this position?
Candidates need 1 year of insurance industry experience (2+ years preferred), relevant state insurance licenses or willingness to obtain them within 90 days, and the listed skills including analytical abilities and Microsoft Office proficiency.
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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