Full-Time

High Net Worth 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

Remote in USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets

You match the following Foundation Risk Partners's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 2+ years of personal lines experience, with a background in High Net Worth (HNW) client/account management.
  • Property and Casualty license.
  • Experience working with and knowledge of the proprietary systems and policy language of all main HNW carriers such as Chubb, PURE, Cincinnati, AIG Private Client Group, Vault is preferred.
  • Demonstrate proficiency in the placement of coverage for Coastal homes, CA earthquake and brush fire risks, fine arts and jewelry schedules, exotic/collector cars, yachts/watercraft, and builder’s risk policies.
  • Familiarity in navigating non-admitted intermediaries and carriers.
  • Proficiency with Applied Epic, Microsoft Excel, Word, and general computer tools.
  • Strong communication skills and the ability to work both independently and collaboratively in a team-oriented environment.
  • Capable of performing under pressure with excellent leadership, analytical, and organizational abilities.
Responsibilities
  • Facilitate policy changes, issue binders, certificates, and ID cards.
  • Address client inquiries about premiums and billing statements.
  • Provide claims counseling and support throughout the settlement process.
  • Assist clients with completing applications, risk profile assessments, and renewal questionnaires.
  • Evaluate policy coverage terms and limits to ensure adequacy relative to client needs and risk profiles.
  • Re-market client policy renewals as needed based on client requirements and market conditions.
  • Negotiate renewal terms with incumbent carriers and alternative markets to secure broad coverage at competitive premiums.
  • Present re-marketing results and provide detailed renewal reviews to clients.
  • Implement new or renewal programs, ensuring clients receive detailed evidence of coverage.
  • Identify opportunities to cross-sell, upgrade existing coverage, or recommend additional coverages based on client needs.
Desired Qualifications
  • Experience working with and knowledge of the proprietary systems and policy language of all main HNW carriers such as Chubb, PURE, Cincinnati, AIG Private Client Group, Vault is preferred.
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 sets them apart from other insurance firms. 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 Size

201-500

Company Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • AI solutions reduce cycle times by up to 90% and increase conversion rates by 50%.
  • Expansion into Baldwin, New York, enhances regional presence and market reach.
  • New executive leadership strengthens administrative and human resources capabilities.

What critics are saying

  • Over-reliance on AI could lead to disruptions if technical issues occur.
  • Expansion into new regions may pose compliance and operational challenges.
  • Fast-paced growth through acquisitions may lead to integration and cultural challenges.

What makes Foundation Risk Partners unique

  • 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.

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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

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
FF News
Jan 14th, 2025
Foundation Risk Partners And Version 1 To Revolutionise Business Operations With Ai Solutions

Foundation Risk Partners, a client-focused leader in insurance brokerage and consulting, in partnership with Version 1, a leader in digital transformation, today announced ground-breaking developments with AI solutions that will allow for unprecedented quality, accuracy and speed in the processing of risk analysis reports. The innovation in this space through this unique collaboration will be unparalleled in its results, decreasing cycle times, automating low-level tasks with human validation, and significantly increasing prospect conversion rates.Foundation Risk Partners had a vision to actively investigate innovative technology and methods to alleviate time-consuming manual tasks and accelerate the speed and efficiency of client-facing deliverables. The results from a thorough discovery with Version 1 – leveraging AI, deep learning and traditional machine learning – have shown that by adopting tailored solutions, there has been up to a 90% decrease in cycle times for certain activities and an increase in prospect conversion rates of up to 50%. The added benefit of automating certain processes also results in increased accuracy across all levels of case complexity. Instead of spending time on back-office administration tasks, the team now has time to add real value to customers, performing the important tasks that only humans can, offering better customised counsel to customers and delivering those higher value tasks.“We knew there was a smarter way for us to deliver the exceptional service, growth and innovative expertise that we are respected for by our partners and clients,” said John Turner, Chief Operating Officer of Foundation Risk Partners. “Through a vigorous process we selected Version 1 as our partner to make this happen

FF News
Jan 14th, 2025
Foundation Risk Partners and Version 1 to Revolutionise Business Operations With AI Solutions

Foundation Risk Partners, a client-focused leader in insurance brokerage and consulting, in partnership with Version 1, a leader in digital transformation, today announced ground-breaking developments with AI solutions that will allow for unprecedented quality, accuracy and speed in the processing of risk analysis reports.

Observer Local News
Feb 24th, 2024
Foundation Risk Partners welcomes new executive leadership members

Foundation Risk Partners has promoted Chris Bell to chief administrative officer and Natalie Corbett to chief human

Bizjournals
May 2nd, 2022
Foundation Risk Partners, Corp. expands offices to Baldwin, New York, United States

Foundation Risk Partners has moved into an office in the Baldwin Building just northeast of downtown.