Private Wealth Advisor (Private Client - Personal Strategy) - Atlanta …
EmpowerSalary not specified
Sr Relationship Manager, Private Risk - RogersGray at Foundation Risk Partners
Kingston, Massachusetts, United States
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Bachelor’s degree preferred
- Professional designations a plus, e.g. CPCU, CIC, etc
- Holds appropriate Property and Casualty license
- Strong insurance knowledge of high net worth insurance and 3 to 5 years of industry experience, including insurance company contracts, proprietary insurer systems, agency management system, company guidelines, and claim knowledge
- Strong personal insurance experience working with high net worth clients and prospects
- Working knowledge of appropriate software preferred
- Strong presentation skills, both verbal and written communications
- Strong relationship building skills
- Intermediate to advanced knowledge of agency management software
- Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture
- Committed to the community through volunteer work
Responsibilities
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone
- Reviews client exposures, loss experience along with current coverages and advises and counsels on complex risk exposures
- Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed
- Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection
- Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes
- Looks for opportunities to improve the firm, business segment and processes
- Brings issues and discrepancies to the attention of appropriate leadership
Skills
Risk Management
Client Service
Relationship Building
Agency Management Software
Presentation Skills
Insurance Contracts
Private Risk
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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