Foundation Risk Partners

Employee Benefits Advisor(producer)

United States

Foundation Risk Partners Logo
$100,000 – $150,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries

Requirements

Candidates must maintain all licenses as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions, or be willing and able to obtain all required licenses within the first 90 days of employment. They should possess intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint, and the ability to learn other insurance company and firm software programs. A self-starter with effective verbal and written presentation skills is required, along with alignment with corporate culture and core values.

Responsibilities

The Employee Benefits Advisor will sell new accounts and renew existing accounts in alignment with firm and individual goals, building and maintaining relationships with clients, prospects, the service team, insurance company partners, and centers of influence. They will present proposals professionally, reviewing coverages in detail, communicate effectively with all involved parties, finalize sales, collect necessary documents, develop prospects through community affiliations and networking, develop information and recommendations for prospective accounts, maintain understanding of the insurance industry and underwriting criteria, positively represent the firm, perform other functions as assigned, and meet monthly new business goals.

Skills

Microsoft Word
Microsoft Excel
Microsoft Publisher
Microsoft PowerPoint
Insurance software
Risk management
Client communication
Sales
Prospect development
Relationship management
Presentation skills
Self-motivation

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.

Key Metrics

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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