Foundation Risk Partners

Underwriting Sr Analyst, Employee Benefits-Insurance Advisory Solutions

United States

Foundation Risk Partners Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Employee BenefitsIndustries

Requirements

Candidates should possess a Bachelor’s degree in Finance, Economics, or a related field, and have at least five years of experience in underwriting, preferably within the employee benefits insurance sector. Strong analytical and problem-solving skills are essential, along with proficiency in data entry and documentation review.

Responsibilities

The Underwriting Sr Analyst will be responsible for data importing and entry into the agency management system, binding of coverage, sending policies and endorsements to brokers, and reviewing documentation to ensure risk meets outlined requirements. They will also handle customer and broker correspondence, process endorsements and legal notices, provide training and mentorship to new analysts, and assist with Loss History reports, invoicing, and importing as needed.

Skills

Data Entry
Documentation Review
Policy Generation
Customer Communication
Broker Communication
Endorsement Processing
Legal Notices Handling
Policy Binding
Training
Mentoring
Loss History Reports
Invoicing
Agency Management System

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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