Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Personal Lines Account Executive at Foundation Risk Partners
Sarasota, Florida, United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Minimum of 2+ years previous experience in a personal lines account executive or account manager position
- 20-44 or 2-20 License
- Prior experience with Applied EPIC and QuoteRUSH (a plus)
- Ability to build a rapport with clients and prospects
- Positive and professional demeanor
- Excellent written and verbal communication skills
Responsibilities
- Reviewing clients and prospects' existing coverages; identifying gaps/weaknesses in coverage and offering solutions
- Cross-selling and account rounding whenever possible along with asking for referrals
- Working in a team environment with the goal of growing our business profitably
- Become proficient in our Agency Management System and other personal lines related systems
- Utilizing technology and systems to educate, communicate and engage clients year-round
- Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
- Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
- Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
- Engage with underwriters, as needed, on new business and/or renewal issues
- Document and update customer records based on interactions
- Marketing new accounts to insurers
- Processing renewals and endorsements
- Handle client claims and other typical personal lines account servicing
Skills
Personal Lines Insurance
Applied EPIC
QuoteRUSH
Agency Management System
Insurance Marketing
Client Servicing
Claims Handling
Coverage Analysis
Cross-Selling
Underwriting Engagement
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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