Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Director Client Experience, Employee Benefits - IAS Southwest Region at Foundation Risk Partners
Houston, Texas, United States
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries
Requirements
- Minimum 7 years of related experience in a service industry and in a leadership capacity
- 5+ years of experience in sales management
- 10+ years of experience in direct or outside sales
- C2C/B2C preferred
- Experience with Agency Management System and/or other CRM-related software
- Exceptional written, verbal, and interpersonal communication skills
- Ability to measure and analyze key performance indicators
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
- Ability to work in a fast-paced multi-tasking environment
- Some travel required
Responsibilities
- In partnership with the Managing Director, establishes and leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment
- Establishes and leads execution of strategies to enhance the client experience
- Responsible for achieving and maintaining high client retention
- Ensures efficiency in workflows and operational execution
- Leads service team integration projects
- Manages insurance company partner relationships including team meetings, and coordinating training for important market updates
- Effectively coaches, mentors, and manages and assists in the professional development of team colleagues to develop bench strength
- Creates an environment where open communication is encouraged, and morale is high
- Possesses day-to-day oversight, direction, and accountability of team colleagues
- Performs annual and ongoing performance reviews for team colleagues, and is responsible for colleague onboarding and termination decisions
Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
KPI Analysis
Problem Solving
Team Management
Client Relationship Management
Performance Reviews
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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