Office Coordinator at Foundation Risk Partners

Destin, Florida, United States

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

Requirements

  • High School diploma or equivalent
  • Insurance experience preferred

Responsibilities

  • Greets and announces visitors
  • Answers phones and directs calls to appropriate team member and/or relay messages accurately
  • Provides general office duties including clerical support to team
  • Keeps supplies stocked and organized
  • Receives and stamps incoming mail and distributes accurately and timely
  • Prepares certificates of insurance
  • Regularly interacts with clients and helps resolve client concerns
  • Schedules conference room reservations
  • Maintains acceptable standards with respect to company attendance policy
  • Adheres to agency customer service standards

Skills

Customer Service
Administrative Support
Phone Handling
Mail Distribution
Scheduling
Certificate of Insurance Preparation

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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