Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Personal Lines Account Manager at Foundation Risk Partners
Tallahassee, Florida, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Insurance BrokerageIndustries
Requirements
- Minimum 3+ years insurance experience preferred
- Must possess state required 4-40, 2044 or 2-20 insurance license
- High School diploma or equivalent (some college helpful)
- Excellent client service skills to assist in retaining, developing, and growing a client base
- High competence with computers, programs, and software through the entire client life cycle
- Highly professional and self-motivated
- Excellent communication/interpersonal skills
Responsibilities
- Daily servicing of clients including new and renewal business processing
- Maintenance of exceptional customer relations with clients
- New business quoting, proposal, sales, and development
- Account rounding and retention of existing clients
- Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
- Collects and analyzes client information
- Regularly interacts with clients in a professional and timely manner through daily service (e.g., endorsement requests, general coverage questions)
- Participates in marketing and sales meetings
- Manages and retains existing book of business
- Reviews and processes old and new renewals, new policies, and policy changes
- Handles questions, researches, and resolves problems
- Adheres to agency customer service standards
- Regularly exercises discretion and independent judgment on accounts (e.g., interviewing clients)
- Assists in product determinations
- Affects, interprets, and implements various company policies regarding specific client circumstances
- Reviews processed policies as needed
- Performs other duties as required to establish, service, and maintain accounts
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits does Foundation Risk Partners offer?
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental, plus a 401(k) with company match, company paid life insurance, STD, and LTD.
Is this position remote or based in a specific location?
The position is based in Tallahassee, FL, with no mention of remote work options.
What skills and qualifications are required for this role?
Candidates need excellent client service skills, high competence with computers and software, excellent communication and interpersonal skills, and must be highly professional and self-motivated. A minimum of 3+ years insurance experience is preferred, along with a state required 4-40, 2044 or 2-20 insurance license.
What is the salary for the Personal Lines Account Manager position?
This information is not specified in the job description.
What makes a strong candidate for this Personal Lines Account Manager role?
Strong candidates will have 3+ years of insurance experience, hold a required state insurance license (4-40, 2044 or 2-20), and demonstrate excellent client service, communication skills, computer proficiency, and self-motivation to service clients effectively.
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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