Strategic Accounts Director
Garner HealthSalary not specified
Full Time
Senior (5 to 8 years), Expert & Leadership (9+ years)
Sr Client Manager, Employee Benefits-Insurance Advisory Solutions at Foundation Risk Partners
Naples, Florida, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- A Bachelor’s degree is preferred, and either has, or is working towards, a professional insurance designation
- Must possess at least five years’ experience and demonstrated proficiency in Account Management
- Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment
- Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
- Ability to analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects
- Excellent client service and problem-solving skills
- Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
- Demonstrates effective presentation skills through verbal and written communications
- Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture
Responsibilities
- Performs all Account Manager responsibilities
- Assists in establishing and maintaining appropriate carrier relationships
- Performs marketing activities for large accounts as assigned
- Prepares risk maps or peer reviewing risk maps for assigned accounts
- Coordinates service delivery including developing initial placement/renewal strategy
- Completes special projects
- Looks for opportunities to improve the firm, business segment and processes
- Brings issues and discrepancies to appropriate leadership
- When requested, serves as a mentor to new colleagues
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for this Sr Client Manager position?
This information is not specified in the job description.
Is this Sr Client Manager role remote or does it require office work?
This information is not specified in the job description.
What skills are required for the Sr Client Manager role?
Required skills include strong technical knowledge of insurance market conditions and carrier underwriting appetites, ability to analyze complex risk exposures and develop recommendations, excellent client service and problem-solving skills, intermediate to advanced Microsoft Office knowledge, effective presentation skills, and alignment with organizational core values.
What is the company culture like at The Baldwin Group?
The Baldwin Group has a highly differentiated culture that clients consider an invaluable expansion of their business, and it is an award-winning entrepreneur-led and inspired insurance brokerage firm where employees demonstrate the organization’s core values.
What experience and qualifications make a strong candidate for this role?
A strong candidate has at least five years’ experience in Account Management, a Bachelor’s degree (preferred) with a professional insurance designation or working towards one, and maintains all required state insurance licenses or obtains them within 90 days.
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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