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

Senior

Miami, FL, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis

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
  • State issued Property & Casualty insurance license is required
  • Proficient in insurance agency management software (EPIC) and Microsoft products
  • College degree or equivalent work experience
  • 5+ years agency experience in designated field
Responsibilities
  • Develops retention strategy and new business acquisition meetings with producer
  • Gathers data from client: application, exhibits, narratives, and loss runs
  • Works independently of Producers on placement of risk
  • Works with team to develop marketing strategy and may submit to market
  • Prepares new/renewal proposals
  • Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
  • Monitors and updates open items checklists/timelines
  • Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
  • Reviews contracts, recommends carrier transfer, and checks for compliance
  • Identifies new exposures and develops cross sell opportunities
  • Communicates with producer and team regarding client
  • Analyzes client data to determine client needs
  • Answers underwriting questions and help negotiate pricing and products
  • Primary contact with client, besides producer
  • Uses independent judgement to conceptualize solutions for client needs
  • Ability to build good working relationships with clients and team members to work as a part of a team
Desired Qualifications
  • Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
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 Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration decreases cycle times by up to 90% for certain activities.
  • Prospect conversion rates have increased by up to 50% with AI solutions.
  • Expansion into Baldwin, New York, supports regional growth and client access.

What critics are saying

  • Increased reliance on AI may expose the company to technology failures.
  • Rapid expansion could lead to integration challenges and cultural clashes.
  • Data privacy scrutiny could impact operations if compliance is not maintained.

What makes Foundation Risk Partners unique

  • Foundation Risk Partners leverages AI to enhance risk analysis report processing.
  • 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