Commercial Risk Client Executive - Insurance Advisory Solutions at Foundation Risk Partners

Tustin, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management services

Responsibilities

Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations
Develops trusted partnerships with key insurance company partners and broker representatives
Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks
Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information
Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients’ expectations
Assesses final audits to ensure accuracy between client and insurance company partner audit teams’ identification of risk
Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm’s advisors, partners, and leaders through personal integrity and industry expertise
Shares deep insurance expertise with firm’s advisors, account managers and other colleagues to advise, develop and train
Manages and services complex commercial accounts at a strategic level to develop and retain consultative relationships with clients
Evaluates and educates clients on missing or newly available coverage options

Skills

Key technologies and capabilities for this role

Risk ManagementCommercial InsuranceClient Relationship ManagementInsurance Coverage AnalysisLoss Experience AnalysisRisk MitigationClaims ConsultingLoss ControlInsurance BrokerageMarketplace Submissions

Questions & Answers

Common questions about this position

What is the salary for this Commercial Risk Client Executive position?

This information is not specified in the job description.

Is this role remote, hybrid, or onsite?

The location type varies and is primarily onsite, with potential for hybrid arrangements.

What key skills or experience are required for this role?

Candidates must obtain and maintain a state insurance license as required by the State Department of Insurance to provide risk management services. Deep expertise in risk, risk mitigation, insurance architecture, and client relationship management is essential.

What is the company culture like at Baldwin Risk Partners?

The Baldwin Group is an award-winning, entrepreneur-led insurance brokerage recognized as one of Orange County’s 'Best Places to Work' and one of the 'Top 100 Independent Insurance Agencies' by Insurance Journal.

What makes a strong candidate for this Client Executive role?

Strong candidates demonstrate deep understanding of risk, risk mitigation, and insurance architecture, the ability to build trusted client partnerships, lead internal renewal discussions, and share expertise to train colleagues.

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

Commercial Risk Client Executive - Insurance Advisory Solutions at Foundation Risk Partners

Requirements

Responsibilities

Skills

Questions & Answers

Foundation Risk Partners

About Foundation Risk Partners

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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