Placement Specialist I
2USalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Sr. Placement Executive, Commercial Risk - Insurance Advisory Solutions at Foundation Risk Partners
Tustin, California, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Requirements
- Bachelor’s Degree preferred and/or 15+ years’ work-related experience
- Prefer some experience in an agency environment
- Active state insurance license required
- Professional designations a plus (e.g., ARM, CPCU, CRM, or CIC)
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Strong writing and communication skills
- Ability to analyze situations, identify problems, recommend solutions, and evaluate outcomes
- Demonstrated presentation and negotiation skills
- Ability to multi-task, meet deadlines, and thrive in a fast-paced environment
Responsibilities
- Possess comprehensive knowledge of Property, General Liability, Business Automobile Liability, Workers’ Compensation, and Commercial Umbrella insurance
- Maintain thorough knowledge of the insurance marketplace and develop/maintain significant relationships with key underwriters
- Assess client needs, design solutions, and negotiate with insurance carriers to obtain appropriate coverage plans
- Market client business (typically of higher complexity) to a variety of insurance carriers, including new and renewal business
- Identify appropriate carriers, submit applications for quotes, negotiate favorable rates and terms & conditions, and prepare Insurance Proposals
- Stay current on industry news, products, coverage, and technology
- Consistently maintain professional and appropriate demeanor
- Attend company meetings, educational workshops, carrier functions, staff meetings, and networking events as requested
Skills
Property Insurance
General Liability
Business Automobile Liability
Workers Compensation
Commercial Umbrella
Insurance Marketplace
Underwriter Relationships
Client Needs Assessment
Insurance Negotiation
Business Development
Proposal Preparation
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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