Full-Time

Commercial 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

Miami, FL, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • Strong knowledge of P&C coverage, carriers and marketplace in broker environment
  • Strong marketing experience and carrier relationships
  • Knowledge Agency Management Systems (AMS360) processes
  • Knowledge and experience in the Health Care industry (preferred)
  • Strong computer literacy; proficiency in Microsoft Suite (Excel, Word, Access and Outlook)
  • Excellent written, oral and email communication skills
  • Excellent organizational skills and ability to multi-task
  • Maintains steadfast commitment to customer service
  • Strong sense of accuracy and attention to detail
  • Excellent analytical, problem-solving and research skills
  • Demonstrates punctual and consistent attendance
  • Ability to exercise tact and discretion in handling of confidential material
  • Ability to manage multiple projects, tasks and priorities to achieve desired goals
  • Self-starter who takes initiative and can be effective with minimum supervision
  • Team player and willingness to provide backup regarding department responsibilities
  • Maintain professional appearance, a per business casual dress policy
  • Associates degree or equivalent preferred
  • 3-5 years experience in P&C Account Management is preferred
  • Desirable experience with Health Care accounts
Responsibilities
  • Oversees all aspects of policy lifecycle from inception to renewals
  • Manage all P&C; including recording, auditing and maintaining account records
  • Interact with clients, prospects and carrier underwriters, finance companies, colleagues and corporate finance regarding P&C account management
  • Complete special projects and perform additional duties and responsibilities as assigned
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 services. Their approach combines expertise in various sectors with a commitment to understanding the unique needs of each client, which sets them apart from other firms in the industry. The primary goal of Foundation Risk Partners is to achieve high levels of success for their partners and deliver exceptional results for their clients.

Company Stage

Acquired

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

11%

1 year growth

13%

2 year growth

30%
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.

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