Senior Risk Analyst
SignifydSalary not specified
Full Time
Senior (5 to 8 years)
Sr Client Executive, Commercial Risk-Insurance Advisory Solutions at Foundation Risk Partners
Lakeland, Florida, United States
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
Client Management
Risk Management
Commercial Insurance
Insurance Advisory
Relationship Building
Interpersonal Skills
Insurance Laws
Policy Management
Financial Situations Analysis
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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