Account Executive, Commercial
1PasswordSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Commercial Lines Account Manager at Foundation Risk Partners
Brandon, Florida, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Florida 2-20 or insurance license
- Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products (preferred)
- College degree or equivalent work experience
- 3+ years agency experience in designated field
Responsibilities
- Support producer in the development and service of accounts
- Provide clients with exceptional service during the policy year
- Assure successful renewal marketing
- Demonstrate support of agency business objectives and viewed as a positive role model and team player
- Market new and renewal business as assigned by producer
- Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement
- Prepare proposals
- Work independently of Producers on placement of risk
- Develop and maintain strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
- Use independent judgement to conceptualize solutions for client needs
Skills
Florida 2-20 License
EPIC
Microsoft Office
Insurance Marketing
Risk Analysis
Proposal Preparation
Carrier Negotiation
Client Relationship Management
Account Servicing
Policy Renewal
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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