Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
Candidates must have a minimum of 5 years of experience in the insurance industry and possess a Property & Casualty License. A college degree is preferred, and knowledge of Applied Epic is highly desirable. Intermediate computer skills in Microsoft Word, Excel, and PowerPoint are necessary, along with strong verbal and written communication, negotiation skills, and the ability to analyze complex insurance situations. The role requires independent work with limited supervision, effective prioritization of multiple tasks, and the ability to handle client and staff issues with attention to detail and a client-first attitude.
Responsibilities
The Personal Lines Account Executive will provide daily administrative support to Producers and Account Executives, gathering and preparing renewal information. Responsibilities include processing endorsement requests, certificates of insurance, and cancellation processing, as well as assisting clients with claims reporting and maintaining communication during the settlement process. The role involves processing new and existing accounts, supporting risk management and marketing efforts, and ensuring timely and accurate transaction execution with proper documentation. Additionally, the Account Executive will invoice accounts, process premiums, maintain current files, prepare renewal questionnaires, recommend coverage enhancements, work expiration lists for customer contact and retention, and perform agency system client updates.
Skills
Customer Service
Administrative Support
Claims Processing
Risk Management
Insurance Products
Client Communication
Data Entry
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