Insurance Sales Representative (11am-8pm CST Shift)
Kin InsuranceSalary not specified
Private Risk Advisor (Producer) - Insurance Advisor Solutions at Foundation Risk Partners
Bethesda, Maryland, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Requirements
- Current State issued Property and Casualty Agent License, or General Lines Agent License
- Must maintain all licenses as required by the State Department of Insurance within 90 days of employment
Responsibilities
- Presents proposals professionally, reviewing coverages in detail
- Communicates effectively with clients, prospects, insurance company partners, and the service team
- Finalizes sales, collects necessary documents, and briefs the service team
- Develops prospects through community affiliations, seminars, networking events, and referrals
- Develops information and recommendations for prospective accounts
- Presents proposals and adheres to firm policies and procedures
- Maintains a concern for accuracy, timeliness, and completion when interacting with clients, the firm, and insurance partners
- Maintains understanding of the insurance industry and underwriting criteria
- Positively represents the firm in the community and with insurance company partners
- Looks for opportunities to improve the firm, business segment, and processes
- Brings issues and discrepancies to the attention of appropriate leadership
- Expected to meet monthly new business goals
- Performs other functions as assigned by leadership
Skills
Property and Casualty License
Sales
Account Management
Prospecting
Networking
Proposal Presentation
Client Relations
Risk Management
Insurance Underwriting
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
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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