Foundation Risk Partners

Commercial Lines Account Manager

Port St Lucie, Florida, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

Candidates must possess a state-issued Property & Casualty insurance license, a college degree or equivalent work experience, and a minimum of 5 years of agency experience in the designated field. Proficiency in insurance agency management software (EPIC) and Microsoft products is also required.

Responsibilities

The Commercial Lines Account Manager will develop retention strategy and new business acquisition meetings with the producer, gather data from clients, work independently on risk placement, collaborate with the team on marketing strategy, prepare new/renewal proposals, attend meetings, monitor open items, develop client relationships with carriers, review contracts, identify new exposures, communicate with the producer and team, analyze client data, answer underwriting questions, and use independent judgment to conceptualize solutions for client needs.

Skills

Property & Casualty insurance
Risk Management
Client Relationship Management
Proposal Development
Data Gathering
Communication Skills
Problem-solving

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.

Key Metrics

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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