
1001 - 5000 employees
Founded 2017
💼 Consulting
⚖️ Legal
📦 Logistics
💰 $2M Debt Financing on 2020-08
Consulting • Legal • Logistics
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.
🔥 12 hours ago
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1001 - 5000 employees
Founded 2017
💼 Consulting
⚖️ Legal
📦 Logistics
💰 $2M Debt Financing on 2020-08
Consulting • Legal • Logistics
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.
• Manage client lifecycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business • Work on client deliverables of increasing complexity • Complete training and professional development in strategic account planning, communication, and project management • Identify and develop a subject-matter expertise area • Maintain current client files and internal systems according to company protocols • Support onboarding, ongoing service, and renewal deliverables across all coverage lines and products • Support development of client goals, objectives, and multi-year strategic roadmaps • Define annual service delivery calendars • Prepare client deliverables, reports, and ad-hoc projects • Present findings, analysis, and recommendations in meetings, calls, and emails • Develop and maintain client and vendor relationships • Review employee education and communication materials during periods such as Open Enrollment • Research, respond to, and resolve client service inquiries • Maintain BenefitPoint, Oracle, and client files according to data standards • Manage client stakeholder contact information • Create and manage Internal Account Plans with the Team Lead and Producer • Interact with carriers and vendors on behalf of clients and the team • Identify resources for upsell opportunities • Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue • Develop new benefit solutions with guidance
• Bachelor’s Degree preferred • 1–3 years of experience working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits role • State Specific Resident Life & Health License is required • Strong attention to detail, organization, and responsiveness • Ability to model financial implications from benefit programs • Comfortable negotiating with insurance carriers • Proficiency in Microsoft Office, including Excel, PowerPoint, and Word • Ability to identify problems and create effective solutions • Ability to learn new skills quickly • Ability to work collaboratively and independently, meet deadlines, and delegate when necessary • Ability to establish relationships with internal and external stakeholders • Strong oral and written communication skills • Ability to multitask and remain composed under pressure • Basic understanding of general business and financial concepts • Ability to create, organize, and manage a project plan • Basic understanding of strategy and long-term planning
• Medical, vision, and dental benefit options • 401(k) with company match • Company paid life insurance • Short-term disability (STD) • Long-term disability (LTD) • PTO starting at 18 days per year • 10 paid holidays • 2 floating holidays
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