Sr Director of Client Experience, Commercial Risk - Insurance Advisory Solutions Northeast at Foundation Risk Partners

Kingston, Massachusetts, United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

  • Undergraduate/Bachelor’s Degree required
  • 15+ years’ experience preferred
  • Obtain and maintain insurance license, as required by the State Department of Insurance (or be willing to obtain within 90 days)
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Advanced financial acumen
  • Ability to quickly learn and use job-specific programs
  • Willingness to obtain all required licenses
  • Technical credentialing preferred (CPCU, CIC)

Responsibilities

  • Lead client experience, risk mitigation, and marketing/broking leaders – including hiring, developing, coaching, and mentoring
  • Ensure superior execution across the platform by removing barriers, connecting resources, and aligning client experience colleagues to deliver peace of mind to all clients
  • Innovate and evolve colleague and client experience with a focus on the future, ensuring superior colleague and client retention in a high-paced growth environment
  • Develop, innovate, and execute future-focused strategies to drive double-digit organic growth and vanguard client experience

Skills

Key technologies and capabilities for this role

Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookFinancial AcumenCPCUCICInsurance License

Questions & Answers

Common questions about this position

What is the salary for this Sr Director position?

This information is not specified in the job description.

Is this role remote, onsite, or hybrid?

The location type varies and can be onsite, remote, or hybrid, with details to be confirmed.

What skills and experience are required for this role?

Candidates need 15+ years of experience, an undergraduate degree, proficiency in Microsoft Office Suite, advanced financial acumen, and willingness to obtain required insurance licenses within 90 days; technical credentialing like CPCU or CIC is preferred.

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 Director role?

Strong candidates will have 15+ years of experience, advanced financial acumen, leadership skills for hiring and mentoring teams, proficiency in Microsoft Office, and a willingness to obtain insurance licenses quickly, with technical credentials preferred.

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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