Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Personal Lines Account Manager at Foundation Risk Partners
New Albany, Ohio, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- 5+ years personal lines experience with a background in HNW client/account management services
- HNW experience with carriers: Chubb, AIG Private Client Group, PURE, Cincinnati, Encompass, Westfield, as well as E&S Markets
- HNW experience with: Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc
- Proper insurance licenses (P&C)
- Experience with Applied Systems (EPIC), TAM, Microsoft Office suite (Excel, Word, Outlook, etc.) and general computer skills
- Strong communication skills, ability to work independently and in a team, perform well under deadlines
- Self-starter with good analytical and organizational skills, ability to prioritize simultaneous tasks in a fast-paced environment
- Open to working 8:30-4:00PM or 9:00AM-5:00PM (EST) hours
Responsibilities
- Facilitate day-to-day service such as policy change requests, issuance of binders, certificates, ID cards, etc
- Address client questions regarding premiums and billing statements
- Provide claims counseling and assistance during the claim settlement process
- Assist clients with completion of applications, risk profile assessments, and renewal questionnaires
- Evaluate policy coverage terms and limits for adequacy relative to client needs and risk profile
- Re-market client policy renewals as needed based on client need and/or market conditions
- Negotiate renewal terms with incumbent carrier and alternative markets for broadest coverage at competitive premiums
- Prepare re-marketing results and provide detailed renewal review to discuss with the client
- Implement new/renewal programs and provide clients with detailed evidence of coverage
- Cross-sell/upgrade existing coverage and/or present additional coverages as needed
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What experience is required for the Personal Lines Account Manager role?
Candidates need 5+ years of personal lines experience with a focus on High Net Worth (HNW) client/account management, including specific HNW coverages like coastal homes, CA earthquake and brush fire, fine arts, jewelry, exotic cars, yacht/watercraft, and builder’s risk. Experience with carriers such as Chubb, AIG Private Client Group, PURE, Cincinnati, Encompass, Westfield, and E&S Markets is required, along with proper P&C insurance licenses.
What are the working hours for this position?
The role requires working either 8:30-4:00PM or 9:00AM-5:00PM EST hours.
What technical skills and tools are needed for this job?
Experience with Applied Systems (EPIC), TAM, Microsoft Office suite (Excel, Word, Outlook, etc.), and general computer skills is required.
What soft skills are important for success in this role?
Strong communication skills, ability to work independently and in a team, performing well under deadlines, being a self-starter with good analytical and organizational skills, and prioritizing tasks in a fast-paced environment are essential.
What makes a strong candidate for this Personal Lines Account Manager position?
A strong candidate will have 5+ years of HNW personal lines experience with specific carriers and coverages, relevant licenses, technical proficiency in systems like EPIC and TAM, and demonstrated soft skills like communication, self-motivation, and handling fast-paced tasks.
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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