Customer Service Representative
Beyond FinanceSalary not specified
Full Time
Entry Level & New Grad
Commercial Lines Customer Service Associate at Foundation Risk Partners
Englewood Cliffs, New Jersey, United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- College degree preferred; related office experience, or equivalent insurance experience
- Proficient in Microsoft Office 365, specifically Word and Excel
- Knowledge of Applied EPIC software preferred but not required
- Must obtain NJ or NY Property and Casualty license within six months of hire
- Strong verbal and written communication skills
- Completion of an insurance professional designation as agreed upon with Commercial Lines
Responsibilities
- Participate in training and mentoring provided by the Commercial Lines team
- Become proficient in basic Commercial Lines job functions, including:
- Processing within 3 days of receipt
- Anti-Arson processing within 3 days of receipt
- Routine Certificates of Insurance and Evidence of Insurance (same day turnaround if received by 3pm; otherwise next business day)
- Ordering Loss runs
- Company required renewals
- Preparing Summaries of Cancellations/Reinstatements
- Audits
- Excess & Surplus Lines documents
- Marshall & Swift evaluations
- Auto ID cards
- Invoicing
- Finance Agreements
- Insurance carrier rating systems
- Boiler Inspections/Violations
- Manage Home page in EPIC by keeping open activities current
- Become proficient in company rating systems
- Provide departmental backup on an as-needed basis
- Perform other duties as requested
- Cross train on CSR job as proficiency is gained
Skills
Commercial Lines
Certificates of Insurance
Loss Runs
Renewals
Cancellations
Audits
Excess & Surplus Lines
Marshall & Swift
Auto ID Cards
Invoicing
Insurance Carrier Rating Systems
EPIC
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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