Customer Service Representative
InsurifySalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Customer Service Representative at Foundation Risk Partners
Charlotte, North Carolina, United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Strong analytical, research and problem-solving skills
- High attention to detail
- Strong verbal and written communications skills
- One to two years’ experience in the insurance industry
- Current Property and Casualty License, as required by the State Department of Insurance, to effectively service clients, or be willing and able to obtain all required licenses within the first 90 days of employment
- Basic understanding of insurance coverages, preferred
- Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
- Ability to work in a fast-paced, multi-tasking environment
Responsibilities
- Prepares documents for presenting risks to market
- Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
- Answers incoming calls from existing clients for service requests
- Assists client service teams in the preparation of presentation materials
- Analyzes and summarizes complex data and compiles reports under supervision
- Records data into the appropriate insurance company and firm software programs
- Runs monthly cancellation and expiration reports
- Processes and completes endorsements and audits
- Completes special projects as assigned
- Looks for opportunities to improve the firm, business segment and processes
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the location or work arrangement for this role?
This information is not specified in the job description.
What salary or compensation is offered for this position?
This information is not specified in the job description.
What skills are required for the Customer Service Representative role?
The role requires strong analytical, research and problem-solving skills, high attention to detail, and strong verbal and written communications skills.
What is the work environment like at The Baldwin Group?
The role is in a fast-paced, multi-tasking environment.
What experience and qualifications make a strong candidate for this position?
Candidates need one to two years’ experience in the insurance industry, a current Property and Casualty License or willingness to obtain it within 90 days, and moderate to advanced knowledge of Microsoft Office Suite.
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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