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About the Role
Foundation Risk Partners, a rapidly growing insurance firm, seeks an Assistant Account Executive - Commercial Lines to join their team. This role focuses on delivering exceptional customer service, managing client relationships, and ensuring service standards are met.
Responsibilities
- Provide daily administrative support to Producers and Account Executives, including gathering renewal information like loss runs and experience mod worksheets.
- Process endorsement requests, certificates of insurance, evidence of insurance, and cancellation processing.
- Assist clients with claim reporting, maintain contact during settlement, and update production staff on claim status.
- Handle operations duties for new and existing accounts, including risk management and marketing support.
- Ensure timely and accurate execution of transactions and maintain documentation to standards.
- Contact clients occasionally to inform them about insurance matters.
- Educate and coach business partners on insurance products, compliance, and operational duties.
- Invoice accounts and process premiums as required.
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
- Work expiration lists prior to renewal for customer contact and retention improvement.
- Update agency system client information according to department procedures.
Requirements
- Minimum of 5 years of related experience in the insurance industry.
- Knowledge of Applied Epic is highly preferred.
- Possession of a Property & Casualty License.
- Ability to analyze complex insurance situations and communicate options clearly.
- Must be able to work independently with limited supervision.
- Must be able to prioritize and effectively manage multiple tasks.
- 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, staff, and vendors.
- Ability to demonstrate attention to detail with a high degree of accuracy.
- Ability to multitask and prioritize a variety of activities.
- Ability to demonstrate a 'client first' attitude.
- Ability to work effectively on a team.
Skills
- Customer Service
- Communication
- Negotiation
- Attention to Detail
- Multitasking
- Prioritization
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Claim Reporting
- Risk Management
- Insurance Products
- Applied Epic
Location
- US
Work Type
- Full-time
Experience Level
- 5 years related experience
Education Level
- High school diploma
- College degree preferred
Salary/Compensations
- $75,000—$85,000 USD
Benefits
- Medical
- Vision
- Dental
- 401(k) with company match
- Company paid life insurance
- Short-term disability (STD)
- Long-term disability (LTD)
- 18 days PTO
- 10 paid holidays
- 2 floating holidays
About the Company
- Foundation Risk Partners is one of the fastest-growing insurance brokerage and consulting firms in the US.
Equal Opportunity
- FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.