Customer Service Representative - Westwood Insurance Agency at Foundation Risk Partners

Woodland Hills, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

High School Diploma/GED
1 year relevant experience
Property & Casualty insurance license

Responsibilities

Provide timely, accurate customer service by answering inbound calls
Research inquiries and respond to coverage, billing, and policy-related questions
Rewrite or generate new policies by recommending available coverages and products to meet client’s insurance needs
Continue professional growth by completing various corporate product training courses throughout tenure with Westwood
Build customer service knowledge by taking personal initiative for learning additional processes and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries
Gain knowledge of department processes and procedures

Skills

Property & Casualty License

Customer Service

Inbound Calls

Insurance Policies

Billing Inquiries

Coverage Research

Policy Rewrites

Product Recommendations

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 - Westwood Insurance Agency 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.

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