Account Executive, Strategic Accounts
AirtableSalary not specified
Full Time
Junior (1 to 2 years)
Personal Lines Account Coordinator at Foundation Risk Partners
St. Augustine, Florida, United States
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- High School diploma or equivalent
- Some college helpful
Responsibilities
- Assists with new business quoting, proposal, sales, and development
- Collects client data/information
- Assists to review processed policies as needed
- Assists in transacting/processing invoices and payments
- Provides daily service to clients - endorsement requests, general coverage questions, certificates of insurance, MVRs, issue ID cards
- Assists with endorsement requests to carriers
- Enters new client data into agency management system, EPIC
- Assists in entering new accords for existing clients
- Organizes binders
- Adheres to agency customer service standards
Skills
EPIC
ACORD
Personal Lines Insurance
Endorsement Processing
Certificates of Insurance
MVR
Client Data Entry
Invoice Processing
Policy Review
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.
Related Jobs
RemoteRemoteClient Outreach Coordinator
SimplyInsuredSalary not specified
RemoteAgency Onboarding Associate (Remote, US)
OpenlySalary not specified
RemoteStrategic Accounts Director
Kalepa$160,000 - $190,000/year
- Full Time
- Junior (1 to 2 years)
RemoteSenior Bilingual Client Support Specialist
Autotrader.caSalary not specified
- Full Time
- Senior (5 to 8 years)
RemoteInsurance Sales Representative
Kin Insurance$65,000 - $100,000/year
- Full Time
- Entry Level & New Grad
RemoteResident Account Administrator
Asset LivingSalary not specified
RemoteCustomer Service Representative
Beyond FinanceSalary not specified
- Full Time
- Entry Level & New Grad