Client Service Representative
Business WireSalary not specified
Client Service Specialist-EBG-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
- Ability to operate as a resource to the Employee Benefits group, Advisors, clients, insurance company partners, and prospects by providing prompt, efficient, and high-quality service
- Willingness to build and maintain colleague relationships
- Willingness to face new opportunities
- Ability to learn and research independently when needed
Responsibilities
- Maintains a concern for accuracy, timeliness, and completion when interacting with clients, the firm, and insurance company partners to minimize potential for errors and omissions claims
- Produces required reports and extracts from appropriate agency management system(s)
- Receives and maintains benefits administration requests from assigned accounts, including eligibility management items such as adds, changes, and terminations in benefit administration systems
- Provides secondary Employee Care Center support for all Employee Benefits group clients
- Provides claims advocacy for clients
- Assists with collating EBG presentations and marketing materials
- Is responsible for client enrollment kit fulfillment, which involves revising necessary materials, printing, scheduling with clients, and presenting the open enrollment meetings, in person or via e-presentation
- Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed
- Cultivates strong relationships with insurance company partners
- Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their website resources
- Is available as a secondary resource to clients if primary resource and/or team is unavailable
- Maintains compliance
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for the Client Service Specialist position?
This information is not specified in the job description.
Is this Client Service Specialist role remote, hybrid, or onsite?
The location type varies and can be remote, hybrid, or onsite, but specific details are not provided.
What skills are required for the Client Service Specialist role?
This information is not specified in the job description.
What is the company culture like at Baldwin Risk Partners?
The company values a holistic and tailored approach to insurance and risk management, with an emphasis on building and maintaining colleague relationships, facing new opportunities, and learning independently.
What makes a strong candidate for this Client Service Specialist position?
Strong candidates demonstrate a concern for accuracy, timeliness, and completion in client interactions, the ability to maintain compliance, cultivate relationships with insurance partners, and handle tasks like benefits administration and claims advocacy efficiently.
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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