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, Senior

Jacksonville Beach, FL, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • Florida 2-20 or insurance license is required
  • College degree or equivalent work experience
  • 3+ years agency experience in designated field
  • Strong organizational skills
  • Strong multitasking skills
  • Strong motivational skills
  • Strong problem-solving skills
  • Detail-oriented
  • Strong verbal skills
  • Strong written skills
  • Self-discipline
  • Proficient in insurance agency management software (EPIC) and Microsoft products preferred
Responsibilities
  • Market new business as assigned by producer
  • Review and analyze information provided by producer
  • Secure additional information from client/prospect when necessary
  • Independently make recommendations regarding coverages and exposures
  • Prepare applications in accordance with the agency's automation standards
  • Submit information to carriers and independently negotiate placement
  • Prepare proposals
  • Work independently of Producers on placement of risk
  • Develop and maintain strong relationships with clients/carriers through daily service of endorsements and general coverage questions
  • Use independent judgment to conceptualize solutions for client needs
Desired Qualifications
  • Proficient in insurance agency management software (EPIC) and Microsoft products 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 Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-5%

2 year growth

-5%
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