Strategic Accounts Executive
Garner HealthSalary not specified
Full Time
Junior (1 to 2 years)
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions at Foundation Risk Partners
Tampa, Florida, United States
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Maintains a Life & Health Insurance License 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
- Preferred: Maintains all licenses as required by the State Department of Insurance
- Self-starter with the ability to influence others through effective verbal communication
Responsibilities
- Presents proposals professionally, thoroughly reviewing coverages to ensure client understanding
- Communicates effectively with clients, prospects, insurance company partners, and the service team
- Finalizes sales, collects necessary documents and applications, and briefs the service team on policy sales
- Develops prospects through community involvement, attending insurance company partner seminars, networking, and referrals
- Develops information and recommendations for prospective accounts, presents proposals, and adheres to firm policies and procedures
- Maintains accuracy, timeliness, and attention to detail when interacting with clients, the firm, and insurance company partners
- Demonstrates a strong understanding of the insurance industry and underwriting criteria
- Positively represents the firm in the community and with insurance company partners
- Performs other functions as assigned by leadership
- Seeks opportunities to improve the firm, business segment, and processes
- Brings issues and discrepancies to the attention of appropriate leadership
- Meets monthly new business goals
Skills
Insurance Sales
Employee Benefits
Life & Health License
Proposal Presentation
Client Communication
Networking
Underwriting Knowledge
Sales Goals
Community Involvement
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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