Full-Time
Senior Personal Lines Account Manager
High Net Worth
Confirmed live in the last 24 hours
Foundation Risk Partners
201-500 employees
Insurance brokerage and consulting services
Senior, Expert
Saddle Brook, NJ, USA
You match the following Foundation Risk Partners's candidate preferences
Employers are more likely to interview you if you match these preferences:
- 8+ years personal lines experience with a background in HNW client/account management services.
- HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required, with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
- HNW experience with the following required; Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
- Proper insurance licenses
- Experience with Applied Systems TAM, Excel, Word and general computer skills
- Strong communication skills, work well in a team orientated environment and under pressure
- Good leadership, analytical and organizational skills
- Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.
- Address client questions regarding premiums and billing statements
- Provide claims counseling and assistance during the claim settlement process
- Assist client with completion of applications, risk profile assessments and renewal questionnaires
- Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
- Re-market client policy renewals as needed given client need and/or current market conditions
- Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
- Prepare re-marketing results and provide a detailed renewal review to discuss with the client
- Implement new/renewal program and provide client with detailed evidence of coverage
- Cross-sell/upgrade existing coverage and/or present additional coverages as needed
- A background in the Sports & Entertainment field is helpful but not required.
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
6 month growth
↓ -5%1 year growth
↓ -5%2 year growth
↓ -5%
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