Foundation Risk Partners

Sr. Client Manager, Commercial Risk-PEO-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, preferably with a professional insurance designation, and at least five years’ experience in Account Management, demonstrating proficiency in insurance market conditions and carrier underwriting appetites. They must also maintain all required licenses as mandated by the State Department of Insurance, and be willing to obtain them within the first 90 days of employment.

Responsibilities

The Sr. Client Manager assists in coordinating carrier relationships on behalf of the company by leading the service team on large accounts, developing initial placement/renewal strategies, performing marketing activities for large accounts, preparing risk maps, coordinating service delivery, completing special projects, and identifying opportunities to improve firm processes. They will also bring issues and discrepancies to appropriate leadership, serve as a mentor to new colleagues, and demonstrate effective presentation skills through verbal and written communications, while working in a fast-paced, multi-tasking environment and potentially traveling for business.

Skills

Account Management
Insurance
Risk Management
Carrier Relationships
Marketing
Risk Maps
Underwriting
Communication Skills
Presentation Skills
Analytical 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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