Health Insurance Advisor - Trainee at Foundation Risk Partners

Everett, Washington, United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Internship, Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Insurance, Health InsuranceIndustries

Requirements

  • Strong understanding of fundamental office technology
  • Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ethical professional with initiative and exceptional communication skills
  • Effective time management and prioritization skills

Responsibilities

  • Assisting senior agents with current customers/clients selecting and enrolling in plans
  • Handling customer service inquiries and general questions/concerns
  • Establishing quality relationships with customers
  • Participating in lead rotation and enrolling new members independently
  • Assisting Account Specialists and Senior Account Specialists with their customers as directed
  • Processing applications/enrollments
  • Greeting customers at appointments
  • Covering front desk duties
  • Assisting with assigned networking functions and business development needs
  • Providing content to the marketing team as requested
  • Performing educational and sales seminars for customers/clients

Skills

Key technologies and capabilities for this role

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookCustomer ServiceCommunication SkillsTime ManagementSalesEnrollment Processing

Questions & Answers

Common questions about this position

What is the salary or compensation for the Health Insurance Advisor - Trainee position?

This information is not specified in the job description.

Is this Health Insurance Advisor - Trainee role remote or office-based?

This information is not specified in the job description.

What skills are required for the Health Insurance Advisor - Trainee role?

Candidates need a strong understanding of fundamental office technology, proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), exceptional communication skills, and effective time management and prioritization skills.

What is the company culture like at The Baldwin Group?

This information is not specified in the job description.

What makes a strong candidate for the Health Insurance Advisor - Trainee position?

A strong candidate is an ethical professional with initiative, exceptional communication skills, proficiency in Microsoft Office Suite, strong time management, and a solid grasp of office technology.

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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