Foundation Risk Partners

Placement Specialist, IAS National Private Risk Management

United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries

Requirements

Candidates should possess a Bachelor’s degree preferred and/or 4+ years of work-related experience, along with an active insurance license required and the ability to obtain all required licenses within the first 90 days of employment. They should demonstrate detail-oriented skills and the ability to analyze benefit plans, and intermediate to advanced knowledge of Microsoft Office Suite, particularly Excel.

Responsibilities

The Placement Specialist will assist the Placement Executive with marketing accounts, maintaining relationships with insurance company partners, and following market insights/trends. This role involves marketing assigned accounts, auditing and compliance of marketing information, mentoring and training the Marketing Analyst Team, peer reviewing marketing work product, coordinating service delivery, cultivating relationships with insurance company partners, generating periodic reports, identifying opportunities for improvement, and serving as a mentor to colleagues. They will also complete special projects as assigned and may require some local travel.

Skills

Insurance License
Microsoft Office Suite
Excel
Market Analysis
Relationship Management
Account Marketing
Compliance
Mentoring
Reporting

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.

Key Metrics

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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