Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Commercial Lines Account Executive at Foundation Risk Partners
Edison, New Jersey, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Strong knowledge of P&C coverage, carriers and marketplace in broker environment
- Strong marketing experience and carrier relationships
- Knowledge of Agency Management Systems (AMS360) processes
- Knowledge and experience in the Health Care industry (preferred)
- Strong computer literacy; proficiency in Microsoft Suite (Excel, Word, Access and Outlook)
- Excellent written, oral and email communication skills
- Excellent organizational skills and ability to multi-task
- Maintains steadfast commitment to customer service
- Strong sense of accuracy and attention to detail
- Excellent analytical, problem-solving and research skills
- Demonstrates punctual and consistent attendance
- Ability to exercise tact and discretion in handling of confidential material
- Ability to manage multiple projects, tasks and priorities to achieve desired goals
- Self-starter who takes initiative and can be effective with minimum supervision
- Team player and willingness to provide backup regarding department responsibilities
- Maintain professional appearance, per business casual dress policy
- Associates degree or equivalent preferred
- 3-5 years experience in P&C Account Management is preferred
- Desirable experience with Health Care accounts
Responsibilities
- Overseeing the daily P&C account management operations, issues and inquiries and ensuring the billing processes are timely and accurate
- Oversees all aspects of policy lifecycle from inception to renewals
- Manage all P&C including recording, auditing and maintaining account records
- Interact with clients, prospects and carrier underwriters, finance companies, colleagues and corporate finance regarding P&C account management
- Complete special projects and perform additional duties and responsibilities as assigned
Skills
AMS360
Microsoft Excel
Microsoft Word
Microsoft Access
Microsoft Outlook
P&C Coverage
Account Management
Carrier Relationships
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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