Sr Client Executive, Commercial Risk-Insurance Advisory Solutions at Foundation Risk Partners

Lakeland, Florida, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Risk ManagementIndustries

Requirements

Experience with managing clients either on the advisor level or on a client manager level
Broad background in products, general client and policy matters, and applicable challenges in the industry
Ability and experience in understanding client’s financial situations and personal circumstances
Excellent interpersonal skills and face-to-face relationship building abilities
Working relationships with industry partners and utilizing these specialists and network for the betterment of their clients’ service and support and their own expertise
Ability to keep current about developments in industry, insurance laws, and strategies for policy management
Strong quantitative and analytic skills are essential
Ability to support advisors and assist in managing book of business
Identify changing needs and develop strong customer relationships
Plan and conduct customer meetings to review current accounts

Responsibilities

Manage client relationships with the goal of developing first-call status for all insurance planning and needs
Provide complex client and risk management services
Have working relationships with industry partners and utilize these specialists and network for the betterment of their clients’ service and support and their own expertise
Deliver a distinctive and thoughtful experience aimed at providing appropriate advice for the client’s situation that secures confidence and business
Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm’s business
Provide information related to new insurance products, regulatory issues, and new policies
Ensure conformance with entire company guidelines and regulatory policies
Identify customers’ insurance needs by basic modules
Provide different insurance products to attain successfully identified needs
Maintain and update records as well as files on existing customers
Prioritize customer requirements and cross-sells services and products of varied company business lines
Support advisors and assist in managing book of business

Skills

Key technologies and capabilities for this role

Client ManagementRisk ManagementCommercial InsuranceInsurance AdvisoryRelationship BuildingInterpersonal SkillsInsurance LawsPolicy ManagementFinancial Situations Analysis

Questions & Answers

Common questions about this position

What is the location or remote work policy for this position?

This information is not specified in the job description.

What salary or compensation is offered for this Sr Client Executive role?

This information is not specified in the job description.

What key skills are required for this Sr Client Executive position?

Required skills include experience managing clients, broad knowledge of insurance products and industry challenges, understanding clients' financial situations, excellent interpersonal and relationship-building skills, strong quantitative and analytic skills, and ability to stay current on industry developments.

What is the company culture like at Baldwin Risk Partners?

This information is not specified in the job description.

What makes a strong candidate for this Sr Client Executive role?

Strong candidates have experience managing complex client accounts at a strategic level, excellent interpersonal skills for building relationships, broad industry knowledge, and the ability to leverage networks with industry partners while providing consultative risk management services.

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

Sr Client Executive, Commercial Risk-Insurance Advisory Solutions at Foundation Risk Partners

Requirements

Responsibilities

Skills

Questions & Answers

Foundation Risk Partners

About Foundation Risk Partners

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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