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Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Consulting
Financial Services

Senior, Expert

Chalfont, PA, USA

Category
Insurance
Finance & Banking
Required Skills
Communications
Requirements
  • Bachelor’s degree from a 4 year college
  • 5+ years of related experience and/or training or equivalent combination of education and experience
  • Remote role but seeking candidates within commutable distance of Warrington, Pa
  • Some travel 2 to 3 days in the month - client/ site visits
  • Excellent Organization Skills
  • Attention to detail – we take this to a whole new level
  • Focus and ability to accomplish complex tasks
  • Strong oral and written communication skills
  • Superior organization skills
  • Exceptional math skills
  • Delegation and coordination skills
  • Computer oriented.
  • Ability to operate in a paperless environment.
  • Knowledge of coverage or an orientation / intellectual curiosity for coverage concepts
  • Familiarity of the tools offered by Microsoft Outlook including email, calendar, tasks, etc.
  • Word skills including typing ability and the ability to manipulate word tables, outlines etc.
  • Excel skills including the creation and manipulation of Graphs and Charts
  • Working Knowledge of Adobe.
  • Better than average typing skills.
  • Relationship Oriented – Ability to win over the respect and admiration of his/her clients, colleagues and underwriters.
Responsibilities
  • Gather Client Loss Runs
  • Analyze and Interpret Client Loss Experience
  • Compile, Prepare and Quality Control Claim Review Material for Presentations
  • Report Claims to Carriers
Foundation Risk Partners

Foundation Risk Partners

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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 offerings. Their approach combines expertise in various sectors with a commitment to understanding client needs, which helps them deliver effective insurance solutions. Unlike many competitors, Foundation Risk Partners emphasizes a strong cultural fit and shared values with their partners, aiming to foster long-term relationships. The primary goal of the company is to achieve new levels of success for their partners while ensuring high-quality results for their clients.

Company Stage

N/A

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

12%

1 year growth

17%

2 year growth

33%
Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition by Partners Group could provide significant financial backing and resources for further expansion.
  • New executive leadership may bring fresh perspectives and innovative strategies to the company.
  • Expansion into new offices, such as in Baldwin, New York, indicates ongoing growth and opportunities for employees.

What critics are saying

  • Rapid expansion through acquisitions may lead to integration challenges and cultural misalignment.
  • Changes in executive leadership can create uncertainty and potential strategic shifts that may not align with all employees.

What makes Foundation Risk Partners unique

  • Foundation Risk Partners focuses on a strategic mix of industry expertise, specialized services, and cultural fit, setting it apart from more generalized insurance brokers.
  • Their rapid growth through both acquisitions and organic means demonstrates a robust and adaptable business model.
  • The company's commitment to superior client results and partner success drives a high level of service and client satisfaction.