Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Business Development Representative to their Corporate Synergies team in Camden, NJ.

Job Summary:

The Business Development Representative (BDR) is responsible for generating leads, setting appointments for Outside Sales Representatives, and driving the initial stages of the sales process. This role focuses on building and nurturing relationships with prospective clients to maximize set and kept appointments, while collaborating closely with the Outside Sales team to ensure overall business success.

Essential Functions:

• Conduct proactive outreach to prospective clients through phone sales to generate new business opportunities and schedule appointments for the outside sales team.
• Utilize effective questioning techniques to assess prospects' needs and determine their alignment with company services.
• Develop strategies to position the company competitively by analyzing prospect goals, needs, and decision-making criteria while ensuring they meet the company’s target profile.
• Engage in ongoing professional development, including learning about new products and staying informed through relevant industry publications and training opportunities.
• Build and maintain professional networks by participating in events and organizational activities.
• Re-engage with previously unconverted prospects to foster relationships and uncover new opportunities.
• Accurately manage and update lead data within Salesforce, ensuring proper follow-up and data integrity.

Competencies & Qualifications: 

• Formal sales training (e.g., Hopkins, Zig Ziglar, Miller-Heiman, SPIN, or similar methodologies).
• Bachelor’s Degree preferred.
• A minimum of 3 years of experience in an inside sales role, with a focus on outbound calling.
• Demonstrated success in business-to-business sales (non-consumer) and/or experience setting appointments for outside sales representatives in industries such as technology, software, business products, staffing, payroll services, or recruiting.
• Competitive, goal-oriented mindset with a strong drive to achieve results.
• Proficiency in uncovering needs through effective questioning techniques.
• Skilled in identifying client needs through strategic questioning techniques.
  Ability to excel in a quota-driven environment.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook); Salesforce experience is a plus.
• Exceptional organizational skills and a keen attention to detail.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Office Coordinator to their Acentria team in Quincy, FL.

Job Summary:

The Office Coordinator duties and responsibilities include providing administrative support to ensure efficient operation of the branch. This position is familiar with a variety of the team’s concepts, practices, and procedures and assists in administrative or clerical duties. Provide clerical assistance to operations support.

Essential Functions:

• Greets and announces visitors
• Answers phones and directs calls to appropriate team member and/or relay messages accurately
• General office duties including providing clerical support to team
• Keeps supplies stocked and organized
• Receives and stamps incoming mail and distributes accurately and timely
• Prepares certificates of insurance
• Regularly interacts with clients and will help resolve client concerns
• Schedules conference room reservations
• Maintains acceptable standards with respect to company attendance policy
• Adheres to agency customer service standards

Education & Experience:

• High School diploma or equivalent
• Insurance experience preferred

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Legal Assistant to the Foundation Risk Partners of FL team in Ormond Beach, FL.

Job Summary:

The Legal Assistant will be a member of our legal department and provide support to our Corporate, and Mergers and Acquisitions teams.

Essential Functions:

Provides support to Corporate and Merger and Acquisition team members in our legal department with the focus on business legal matters.

• Provide Corporate support to in house and outside counsel, including, Corporate Book maintenance, prepare consents, resolutions and minutes, review and track corporate document preparation and filings, and track investor transactions.
• Research and prepare documentation for the formation and maintenance of corporate, partnership and LLC entities.
• Draft or review documents for mergers, acquisitions, dissolutions, amendments and withdrawals.
• Maintain Organizational Chart for multiple entities.
• Maintain Director and Officer lists for multiple entities.
• Work with outside vendor in support of annual report filings for multiple entities in all jurisdictions.
• Support contract management in drafting various agreements including, NDA’s, 1099 agreements and real property leases.
• Provide Investor support to investor legal team including corresponding with investors, draft investment documents and track investors purchases and divesting of interest.
• Monitor and provide support to the licensing team to ensure compliance with state, local and federal regulations.
• Review monitoring reports for intellectual property, including trademarks, and report to legal team regarding findings. 
• Review and track trademark filings. Request and review UCC, Judgment and lien searches and filings.
• Prepare and track due diligence material for acquisitions; prepare and track Closing Binders and follow up on post close matters.
• Closing Binders and follow up on post close matters.

Competencies & Qualifications: 

• Superior written and verbal communication skills with the ability to comfortably interact with acquisition parties, outside counsel, vendors, executives and others in a professional manner.
• Exceptional interpersonal skills.
• Able to communicate concepts and ideas concisely and persuasively.
• Exceptionally detail-oriented with an aptitude to synthesize large amounts of information and develop innovative solutions.
• Strong problem-solving capability and analytical skills.
• Resourceful self-starter, able to work under pressure and manage time effectively. 
• Ability to lead a variety of transactions and projects simultaneously.
• Strong understanding of corporate law and ability to research same under direction of counsel.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.), Adobe Pro, SharePoint, SmartSheet. and Office 365.
• Ability to analyze company needs, participate in group planning and development and goal setting.
• Ability to communicate effectively with senior management, outside counsel, acquisition parties and other departments.

Education & Experience:

• M&A experience.
• Corporate governance experience.
• Associate degree in Paralegal studies or Paralegal experience a plus.
• Ability to work independently or in a team environment
• Ability to commit to and meet deadlines in a fast paced environment
• Ability to occasionally provide support outside of normal business hours
• Ability to work in a constantly changing environment
• Adhere to all policies and procedures of the company
• All other duties as assigned

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Office Coordinator to their Acentria team in Destin, FL. 

Job Summary:

The Office Coordinator duties and responsibilities include providing administrative support to ensure efficient operation of the branch. This position is familiar with a variety of the team’s concepts, practices, and procedures and assists in administrative or clerical duties. Provide clerical assistance to operations support.

Essential Functions:

• Greets and announces visitors
• Answers phones and directs calls to appropriate team member and/or relay messages accurately
• General office duties including providing clerical support to team
• Keeps supplies stocked and organized
• Receives and stamps incoming mail and distributes accurately and timely
• Prepares certificates of insurance
• Regularly interacts with clients and will help resolve client concerns
• Schedules conference room reservations
• Maintains acceptable standards with respect to company attendance policy
• Adheres to agency customer service standards

Education & Experience:

• High School diploma or equivalent
• Insurance experience preferred