Territory Sales Manager- Personal Lines
Hartford Financial ServicesSalary not specified
Personal Lines- Account Executive at Foundation Risk Partners
Roslyn, New York, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Minimum of 5 years related experience in the insurance industry
- Knowledge of Applied Epic is highly preferred
- High school diploma, college degree preferred
- Property & Casualty License
- Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
- Must be able to work independently with limited supervision
- Must be able to prioritize and effectively manage multiple tasks at once
- Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
- Strong verbal and written communication and negotiation skills
- Ability to deal with problems involving clients and staff, as well as vendors
- Ability to demonstrate attention to detail with high degree of accuracy
- Ability to multitask and prioritize a variety of activities
- Ability to demonstrate a “client first” attitude
- Ability to work on a team effectively
Responsibilities
- Provides daily administrative support to designated Producers and Account Executives and existing clients, including gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets
- Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service
- Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims
- Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc
- Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards
- Occasional contact with clients to ensure that they are informed about insurance
- Educates and coaches business partners on insurance products, compliance, and operational duties
- Invoice all applicable accounts, and process premiums when required
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive
- Work expiration lists prior to renewal for customer contact and improved retention
- Perform agency system client updates and input into system according to department procedures
Skills
Customer Service
Insurance Servicing
Claims Processing
Endorsement Processing
Certificates of Insurance
Loss Runs
Renewal Preparation
Risk Management
Administrative Support
Client Communication
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
