Customer Service Representative at Foundation Risk Partners

Charlotte, North Carolina, United States

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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

Customer Service

Data Analysis

Report Preparation

Insurance Documentation

Account Management

Risk Management

Data Entry

Client Relations

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

Customer Service Representative at Foundation Risk Partners

Requirements

Responsibilities

Skills

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.