Account Executive, Personal Lines

September 16

🗽 New York – Remote

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

💵 $60k - $100k / 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

• Provides daily administrative support to designated Producers and Account Executives and existing clients, including gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets • Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing and support duties assigned by Account Executive, Producer or Manager of Service • Assists clients with the reporting of claims, maintain contact during the settlement process and update production staff on claim status • Processes and follows-up on operations duties linked to new/existing accounts, risk management, marketing support, order entry • Ensures assigned transactions are executed in a timely and accurate manner and maintain documentation to standards • Occasional contact with clients to ensure they are informed about insurance • Educates and coaches business partners on insurance products, compliance, and operational duties • Invoice applicable accounts and process premiums when required • Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive • 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

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner • Must be able to work independently with limited supervision • Must be able to prioritize and effectively manage multiple tasks at once • Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint • Strong verbal and written communication and negotiation skills • Ability to deal with problems involving clients and staff, as well as vendors • Ability to demonstrate attention to detail with high degree of accuracy • Ability to multitask and prioritize a variety of activities • Ability to demonstrate a “client first” attitude • Ability to work on a team effectively • 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. • 401(k) with company match • company paid life insurance • STD • LTD • generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!