Senior Account Manager

November 20, 2024

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Foundation Risk Partners

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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.

Insurance Broker • Mergers/Acquisitions • Middle Markets • Perpetuation Planning • Property & Casuality

1001 - 5000 employees

Founded 2017

💰 $2M Debt Financing on 2020-08

📋 Description

• Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. • The Senior Account Manager (SAM) position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P & C personal insurance. • 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.

🎯 Requirements

• 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 oriented environment and under pressure. • Good leadership, analytical and organizational skills.

🏖️ 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 and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!