Commercial Credit Lead, Dealer Commercial Services
M&T BankSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Commercial Lines Account Manager at Foundation Risk Partners
Lakeland, Florida, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Insurance BrokerageIndustries
Requirements
- State issued Property & Casualty insurance license
- College degree or equivalent work experience
- 3-5+ years agency experience in designated field
- Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products
- Ability to build good working relationships with clients and team members to work as a part of a team
Responsibilities
- Develops retention strategy and new business acquisition meetings with producer
- Gathers data from client: application, exhibits, narratives, and loss runs
- Works independently of Producers on placement of risk
- Works with team to develop marketing strategy and may submit to market
- Prepares new/renewal proposals
- Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
- Monitors and updates open items checklists/timelines
- Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
- Reviews contracts, recommends carrier transfer, and checks for compliance
- Identifies new exposures and develops cross sell opportunities
- Communicates with producer and team regarding client
- Analyzes client data to determine client needs
- Answers underwriting questions and help negotiate pricing and products
- Primary contact with client, besides producer
- Uses independent judgement to conceptualize solutions for client needs
Skills
Commercial Lines Insurance
Account Management
Risk Placement
Renewal Management
Client Relationship Management
Insurance Marketing
Proposal Preparation
Underwriting Negotiation
Loss Runs Analysis
Endorsements Processing
Cross-Selling
Carrier Relations
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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