Foundation Risk Partners

Relationship Manager, Private Risk - Insurance Advisory Solutions

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, and professional designations such as CPCU, CIC, or similar are preferred. They must hold a valid Property and Casualty license and have 3 to 5 years of industry experience, including knowledge of insurance company contracts, proprietary insurer systems, agency management systems, and claim knowledge. Strong personal insurance experience working with high-net-worth clients and prospects is also required.

Responsibilities

The Relationship Manager will serve as the primary contact for clients, providing world-class client service, technical expertise, and proactive risk management. They will review client exposures and loss experience, advise on complex risk exposures, create and present private risk management renewal proposals, leverage the firm’s holistic platform including employee benefits and commercial insurance, cultivate relationships with insurance company partners, and identify opportunities to improve firm processes while bringing issues to the attention of appropriate leadership.

Skills

Client Service
Risk Management
Insurance Knowledge
Relationship Building
Presentation Skills
Agency Management Software
Communication Skills

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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