Employee Benefits Advisor (Producer) - Insurance Advisory Solutions at Foundation Risk Partners

Tampa, Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Maintains Life & Health Insurance License as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions
Maintains all licenses

Responsibilities

Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding
Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner
Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale
Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts
Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account
Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail
Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved
Positively represents the firm in the community and with our insurance company partners
Performs other functions as assigned by leadership
Looks for opportunities to improve the firm, business segment, and processes
Brings issues and discrepancies to the attention of appropriate leadership
Is expected to meet monthly new business goals

Skills

Key technologies and capabilities for this role

Employee BenefitsInsurance SalesRisk ManagementProposal PresentationNetworkingUnderwritingClient CommunicationSales Closing

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What is the salary for this role?

This information is not specified in the job description.

What licenses are required for this position?

Candidates must maintain a Life & Health Insurance License as required by the State Department of Insurance in states where the firm operates, and maintain all necessary licenses.

What key skills are needed to succeed in this role?

Strong communication skills, professional presentation abilities, organizational skills with high attention to detail, and knowledge of the insurance industry and underwriting criteria are essential.

What does the company culture emphasize?

The company is an award-winning, entrepreneur-led insurance brokerage that values positively representing the firm in the community, improving processes, meeting new business goals, and building relationships through networking and referrals.

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

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions at Foundation Risk Partners

Requirements

Responsibilities

Skills

Questions & Answers

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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