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Full-Time

Personal Lines Account Manager

Confirmed live in the last 24 hours

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Consulting
Financial Services

Mid, Senior

Panama City, FL, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Marketing
Customer Service
Requirements
  • Minimum 3+ years insurance experience preferred
  • Must possess state required 4-40, 2044 or 2-20 insurance license
  • High School diploma or equivalent
  • Some college helpful
Responsibilities
  • New business quoting, proposal, sales, and development
  • Account rounding and retention of existing clients
  • Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
  • Collects and analyzes client information
  • Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
  • Participates in marketing and sales meetings
  • Manages and retains existing book of business
  • Reviews and processes old and new renewals, new policies, and policy changes
  • Handles questions, researches, and resolves problems
  • Adheres to agency customer service standards
  • Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
  • Collects and analyzes information regarding the client and assisting in product determinations
  • Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
  • Reviews processed policies as needed
  • Performs other duties as are required to establish, service, and maintain accounts
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.