Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Commercial Lines Account Manager at Foundation Risk Partners
Woodland Hills, California, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Insurance BrokerageIndustries
Requirements
- P&C license in the State of California
- High School diploma or equivalent
- 5+ years of industry experience
- Epic experience
- Surplus/excess lines experience
- Ability to work independently with limited supervision
- Ability to prioritize and effectively manage multiple tasks at once
- Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
- Strong verbal and written communication and negotiation skills
- Ability to process tasks by written and oral instructions
- Ability to deal with problems involving clients, staff, and vendors
Responsibilities
- Provides daily administrative support, including gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets
- Process endorsement requests, certificates of insurance, evidence of insurance, cancellation processing, and other support duties as assigned
- Processes and follows up on operations duties linked to new/existing accounts, risk management, marketing support, order entry, etc
- Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards
- Occasional contact with clients to ensure they are informed about insurance
- Educates and coaches business partners on insurance products, compliance, and operational duties
- Invoices all applicable accounts and processes premiums when required
- Maintains current files and prepares policy renewal questionnaires, recommending coverage enhancements
- Works expiration lists prior to renewal for customer contact and improved retention
- Performs agency system client updates and input into system according to department procedures
- Collaborates with the team to deliver high-quality customer service and ensure service standards including execution, delivery, and retention are achieved
- Provides efficient, professional, and courteous service to clients by phone, in writing, and in person
- Accountable for risk management by identifying, assessing, managing, monitoring, and reporting risks while operating within the agency's risk appetite
Skills
Commercial Lines Insurance
Account Management
Renewal Processing
Endorsement Processing
Certificates of Insurance
Loss Runs
Risk Management
Insurance Compliance
Client Servicing
Premium Processing
Policy Documentation
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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