Commercial Lines Sales Agent - Direct Distribution
NationwideSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Commercial Risk Client Executive - Insurance Advisory Solutions at Foundation Risk Partners
Tustin, California, United States
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
Risk Management
Commercial Insurance
Client Relationship Management
Insurance Coverage Analysis
Loss Experience Analysis
Risk Mitigation
Claims Consulting
Loss Control
Insurance Brokerage
Marketplace Submissions
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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