Foundation Risk Partners

Employee Benefits Group Account Manager

Apex, North Carolina, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years), Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries

Requirements

Candidates should possess excellent verbal and written communication skills, proficiency in Microsoft Word and Excel, comfort working with numbers and performing basic calculations, strong organizational and time management skills, a team-oriented mindset, self-motivation, adaptability to changing priorities, high attention to detail and accuracy, and a strong working knowledge of the insurance brokerage industry. A Life & Health Insurance License and a college degree are preferred, along with working knowledge of Employee Navigator.

Responsibilities

The Employee Benefits Group Account Manager will manage and service a portfolio of employee benefits clients, serving as the primary point of contact for service-related needs, coordinate and execute policy renewals, additions, and coverage modifications, build and maintain strong client relationships through proactive communication and scheduled meetings, review and verify new and renewal policies, collaborate with producers on strategy and planning, deliver exceptional customer service in partnership with insurance carriers and internal teams, stay current on employee benefits trends, products, compliance regulations, and technology advancement, and interact with others effectively and professionally.

Skills

Microsoft Word
Microsoft Excel
Insurance Brokerage
Employee Benefits
Policy Renewals
Client Relationship Management
Communication Skills
Customer Service

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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