Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Commercial Lines Account Manager at Foundation Risk Partners
Orange, California, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
Candidates should have experience as a Commercial Lines Account Manager, supporting producers and clients. A strong understanding of insurance contracts, carrier rating programs, and coverage differences is essential. The role requires the ability to market new and renewal business, negotiate placements with carriers, and maintain knowledge of the current insurance marketplace. Proficiency in agency automation standards and EPIC is expected. The ability to work independently, manage multiple tasks, and provide exceptional client service is also required.
Responsibilities
The Commercial Lines Account Manager will market new business and renewal accounts, analyze client exposures, and prepare applications for submission to carriers. They will negotiate coverage placements, prepare proposals, and finalize the issuance of coverage. Responsibilities include handling client service requests, processing endorsements and policies, issuing binders and certificates, and assisting with accounts receivable. The role also involves maintaining strong relationships with insurance carrier underwriters, documenting client interactions in EPIC, and identifying opportunities to expand client relationships and offer additional coverages.
Skills
Commercial Insurance
Account Management
Client Service
Renewal Marketing
Carrier Underwriters
Market New Business
Proposal Preparation
Carrier Submissions
Negotiation
Policy Forms Comparison
Underwriting Knowledge
Renewals
Marketing
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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