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

Bethesda, Maryland, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Maintain all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days of employment
No certifications required; none preferred
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm

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

Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookEmployee BenefitsInsurance SalesClient Relationship ManagementNetworkingProposal PresentationInsurance Licensing

Questions & Answers

Common questions about this position

What is the salary for the Employee Benefits Advisor role?

This information is not specified in the job description.

Is this a remote position or is there a required location?

This information is not specified in the job description.

What skills and licenses are required for this position?

Candidates must maintain all required state insurance licenses or obtain them within 90 days, demonstrate intermediate to advanced Microsoft Office Suite knowledge, and align with the firm's core values and culture.

What is the company culture like for this role?

The role requires demonstrating the organization’s core values and exuding behavior aligned with the firm’s culture.

What makes a strong candidate for the Employee Benefits Advisor position?

Strong candidates will have or quickly obtain required state insurance licenses, show alignment with the firm's core values, possess intermediate to advanced Microsoft Office skills, and demonstrate strong organizational skills with attention to detail.

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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