Personal Lines - Account Executive

July 17

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $60k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Foundation Risk Partners

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Insurance

Foundation Risk Partners is a rapidly expanding insurance brokerage and consulting firm based in the United States. Comprising a network of respected insurance agencies, it covers the full spectrum of the insurance landscape with a client-focused approach. The company offers expertise in employee benefits, commercial insurance, personal insurance, and risk management, providing cost-saving strategies, comprehensive coverage options, and tailored solutions to predict and mitigate risks. Foundation Risk Partners emphasizes collaboration, excellence, and innovative solutions to deliver a unique insurance experience to its clients.

1001 - 5000 employees

Founded 2017

💰 $2M Debt Financing on 2020-08

📋 Description

• Collaborates with the team to consistently deliver high-quality customer service. • Provide efficient, professional, and courteous service to clients. • Accountable for always doing the right thing for customers and colleagues. • Provides daily administrative support to designated Producers and Account Executives and existing clients. • Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing. • Assists clients with the reporting of claims. • Ensures that all assigned transactions are executed in a timely and accurate manner. • Maintains current files and prepares policy renewal questionnaires. • Work expiration lists prior to renewal for customer contact and improved retention. • Perform agency system client updates and input into system according to department procedures.

🎯 Requirements

• Minimum of 5 years related experience in the insurance industry. • Knowledge of Applied Epic is highly preferred. • High school diploma, college degree preferred. • Property & Casualty License.

🏖️ Benefits

• FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. • We offer a 401(k) with company match. • Company paid life insurance, STD, LTD. • A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!