Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Commercial Lines Account Coordinator at Foundation Risk Partners
St. Augustine, Florida, United States
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Insurance BrokerageIndustries
Requirements
- High school graduate
- College degree or equivalent work experience preferred but not required
- Willingness to attain state required 4-40 insurance license
- Full time, in office position
Responsibilities
- Participates in marketing meetings and attends carrier meetings
- Maintains open items checklists/timelines
- Prepares certificates of insurance
- Responsible for major project deadlines
- Regularly exercises discretion and independent judgment on accounts
- Interviews clients
- Collects and analyzes information regarding the client and assisting in product determinations
- Daily servicing of clients including new and renewal business processing
- Maintaining exceptional customer relations with clients
- Regularly interacting with new and existing clients as needed
- Devising creative solutions to meet client needs as to insurance coverage
- Reviews processed policies as needed
- Services clients in a timely manner
- Performs such other duties as are required to establish, service and maintain accounts
Skills
Commercial Lines Insurance
Certificates of Insurance
Client Servicing
Insurance Policy Processing
Renewal Business
Insurance Marketing
Client Interviews
Insurance Coverage Analysis
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.
Related Jobs
RemoteRemoteClient Services Representative
WealthfrontSalary not specified
- Full Time
- Entry Level & New Grad, Junior (1 to 2 years)
RemoteAccount Executive, Strategic Accounts
AirtableSalary not specified
- Full Time
- Junior (1 to 2 years)
RemoteCommercial Title Coordinator (Remote)
First AmericanSalary not specified
RemoteCustomer Service Representative
Beyond FinanceSalary not specified
- Full Time
- Entry Level & New Grad
RemoteAssurance Services Consultant
ProcessUnitySalary not specified
- Full Time
- Senior (5 to 8 years)
RemoteClient Relationship Executive, Public Sector
GrooveSalary not specified