Strategic Accounts Executive
Garner HealthSalary not specified
Full Time
Junior (1 to 2 years)
Employee Benefits Client Executive - Insurance Advisory Solutions at Foundation Risk Partners
San Dimas, California, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee Benefits, Risk ManagementIndustries
Requirements
- No specific requirements listed in the job description
Responsibilities
- Manages all policy activity and stewardship aspects in assigned book of business
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes
- Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA) and other applicable laws and regulations, including fulfilling reporting and compliance requirements
- Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction
- Maintains a concern for accuracy, timeliness and completion when interacting with 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
- Manages large accounts without assistance from leadership and/or an Advisor
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal
- Cultivates strong relationships with insurance company partners
- Manages various priorities and adapts to continually changing job responsibilities
- Looks for opportunities to improve the firm, Business Segment and processes
- Brings issues and discrepancies to the attention of appropriate leadership
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, the position is remote.
What is the salary for this role?
This information is not specified in the job description.
What skills or experience are required for this position?
This information is not specified in the job description.
What is the company culture like at Baldwin Risk Partners?
The company promotes a culture of vigilance, accountability, collaboration, strong ethical standards, and a high degree of client satisfaction.
What makes a strong candidate for this Employee Benefits Client Executive role?
Strong candidates should demonstrate the ability to manage large accounts independently, maintain knowledge of regulations like ACA, FMLA, COBRA, and ERISA, show high attention to detail, and cultivate strong relationships with clients and partners.
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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