Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive to their growing team at Fabricant & Fabricant!

Job Summary: 

Fabricant & Fabricant is looking to add an experienced Account Executive professional to market new and renewal business for diversified commercial accounts! This is a remote position with a full-time Monday through Friday schedule. 

Essential Functions:

• Gathering of underwriting information for new commercial clients.
• Preparing Accord applications and supplemental applications for new and renewal business.
• Working with insurance company underwriters to obtain quotations for commercial accounts.
• Online rating with insurance companies for commercial accounts.
• Preparing insurance proposals for clients and potential clients.
• Binding and issuing new commercial policies.
• Daily servicing of policies, including issuing certificates of insurance

Competencies & Qualifications: 

• Applicant must have at least 5 years of experience working as a marketing/rating executive in an independent insurance agency.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive to their growing team at Fabricant & Fabricant!

Job Summary: 

Fabricant & Fabricant is looking to add an experienced Account Executive professional to market new and renewal business for diversified commercial accounts! This is a remote position with a full-time Monday through Friday schedule. 

Essential Functions:

• Gathering of underwriting information for new commercial clients.
• Preparing Accord applications and supplemental applications for new and renewal business.
• Working with insurance company underwriters to obtain quotations for commercial accounts.
• Online rating with insurance companies for commercial accounts.
• Preparing insurance proposals for clients and potential clients.
• Binding and issuing new commercial policies.
• Daily servicing of policies, including issuing certificates of insurance

Competencies & Qualifications: 

• Applicant must have at least 5 years of experience working as a marketing/rating executive in an independent insurance agency.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Gaspar Insurance Services team in Woodland Hills, CA.

Job Summary:

The Personal Lines Account Manager is responsible for meeting the insurance needs of our clients while delivering exceptional service. This role focuses on maintaining and growing our personal lines book of business by providing prompt, accurate, and professional support to clients, producers, and carriers.

Essential Functions:

• Provide exceptional, timely customer service and support to clients through phone and email.
• Support clients in securing, maintaining, and growing their personal accounts, while identifying opportunities for cross-selling.
• Handle all aspects of the renewal process: gather necessary details, verify application accuracy, ensure coverage meets client needs, and address any issues with practical solutions.
• Check policies/endorsements for accuracy.
• Build strong, trusting relationships with clients through open communication, professionalism, and problem-solving.
• Assess quotes, negotiate conditions and pricing, and guide clients toward the most suitable coverage for their needs.
• Stay current in the industry by participating in continuing education and training.

Competencies & Qualifications: 

• Strong client service skills to retain and grow a loyal customer base.
• Ability to work in a fast-paced, evolving insurance environment.
• Excellent multitasking and problem-solving skills
• Team-oriented mindset with a desire to grow alongside the agency.
• Prompt and professional communication with clients.
• Experience with California carriers.

Education & Experience:

• 2+ years of Personal Lines experience in an agency setting preferred.
• California Property & Casualty license required.
• Proficiency in MS Office.
• Experience with Applied Systems EPIC preferred.
• Familiarity with Mercury Insurance is a plus.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Coordinator to their team.

Job Summary:

The Commercial Lines Account Coordinator is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This includes regularly interacting with new and existing clients as needed. The Account Coordinator I is also responsible for devising creative solutions to meet client needs as to insurance coverage. This position reviews processed policies as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.

Essential Functions:

• Participates in marketing meetings and attends carrier meetings  
• Maintains open items checklists/timelines
• Prepares certificates of insurance 
• Responsible for major project deadlines
• Regularly exercises discretion and independent judgment on accounts
• Interviews clients
• Collects and analyzes information regarding the client and assisting in product determinations

Education & Experience:

• Full time, in office position
• High school graduate
• College degree or equivalent work experience preferred but not required
• Willingness to attain state required 4-40 insurance license

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the New York City Metro Region. 

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).  

Essential Functions:

• Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
• With guidance and supervision, work on client related deliverables of increasing complexity. 
• Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
• Identify and declare area of focus/subject matter expertise. 
• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols. 
• Compliance with CSG’s processes and operating standards. 

Essential Duties:  

• As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: 
  • Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
  • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
  • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e., setting agendas and appropriate internal/external follow-up)
  • Prepare standard and ad-hoc reports and other client related projects (as needed)
  • Developing, cultivating and maintaining strong client/vendor relationships  
• At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
• Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
• Maintain internal systems (i.e., BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements. 
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. 
• Interact with carriers and vendors on behalf of the client and the team. 
• Ability to identify and leverage resources appropriate for upsell opportunities. 
• Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).  
• Develop new and creative benefit solutions with guidance.  

Competencies & Qualifications: 

• Strong attention to detail, well organized and responsive
• Working knowledge of all aspects of: 
  • CSG suite of services and available solutions 
  • Insurance and healthcare related products 
  • Regulatory and compliance related matters (including healthcare reform)  
• Ability to model financial implications from benefit programs 
• Comfortable in negotiating with insurance carriers 
• Ability to identify problems and create effective solutions 
• Proficient in Microsoft Office (Excel, PowerPoint, Word) 
• Ability to quickly learn new skills
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary,  
• Ability to establish relationships with internal and external stakeholders
• Strong oral and written communication skills
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
• Possesses a basic understanding of general business and financial concepts
• Ability to effectively create, organize and manage a project plan
• Basic understanding of strategy and long-term planning 

Education & Experience:

• Bachelor’s Degree preferred
• 3+ years of prior practical account management experience with a health and welfare carrier or broker is required
• State Specific Resident Life & Health License is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Corporate Synergies team in New York Metro Region. 

Job Summary:

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).  

Essential Functions:

• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.  
• Support the various pre-renewal/renewal/post-renewal and wellness activities.  
• Coordinate data gathering for reporting efforts (analytical, compliance, etc.).  
• Complete training/professional development to gain understanding of the industry and CSG.  
• As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:  
• Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information) 
• Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations) 
• Completing/fulfilling assigned implementation tasks associated with client related projects 
• Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year 
• Prepare standard and ad-hoc reports (as needed) 
• Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials 
• Participating (whenever appropriate) in client meetings/presentations 
• At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).   
• Assist in the coordination Open Enrollment activities (includes conducting meetings).    
• Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements.  
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns.   
• Interact with carriers and vendors on behalf of the client and the team.  

Competencies & Qualifications: 

• Strong attention to detail, well organized and responsive,  
• Strong desire and willingness to learn all aspects of: 
• CSG suite of services and available solutions  
• Insurance and healthcare related products  
• Regulatory and compliance related matters (including healthcare reform)  
• Very comfortable with numbers 
• Proficient in Microsoft Excel, PowerPoint, Word and Publisher 
• Ability to quickly learn new skills 
• Comfortable working independently as well as in a team environment 
• Ability to establish relationships 
• Strong oral and written communication skills 
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines 
• Basic understanding of insurance and healthcare.  

Education & Experience:

• Education - High School Diploma, Bachelor’s Degree preferred.  
• Experience – Entry level position requiring no previous job experience
• Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire.  

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Director of Account Management to their Acentria team in Ormond Beach, FL. 

Job Summary:

The Director of Employee Benefits Account Management provides strategic leadership, oversees their designated account management team, ensures exceptional client service, and drives operational excellence.

Essential Functions:

• Lead, coach, and mentor the Account Management team
• Develop and execute team strategy and performance metrics
• Serve as executive oversight for key clients
• Oversee renewal strategy and service quality
• Partner with sales and operations teams
• Create and maintain strong carrier partnerships
• Ensure designated team’s clients’ compliance requirements are satisfactory and up to date
• Manage staffing, training, and team planning
• Drive process improvement and operational efficiency
• Manage book of business for large size clients
• Lead renewal strategy and negotiate with carriers
• Deliver client presentations and open enrollment materials
• Manage escalations and resolve complex issues
• Analyze claims data and funding strategies
• Prepare spreadsheets, proposals, and enrollment materials
• Other duties as assigned

Competencies & Qualifications: 

• Strong leadership and people management skills
• Expert knowledge of medical (fully insured and self-funding), dental, vision, life, disability, and voluntary benefits

Education & Experience:

• 5+ years in employee benefits account management
• 2+ years managing teams
• State Health & Life license required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Leaders Choice Insurance team in Sacramento Metro Region. 

Job Summary: 

The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help to achieve the business goals.  The Account Manager maintains an effective relationship with clients, co-workers, carriers, vendors, and other business contacts. The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency.   

Essential Functions: 

• Provides technical support to P&C Producers; specifically in managing client needs, analyzing coverage forms and quotations   

• Accompanies P&C Producers on client and prospect meetings as requested    

• Completes client applications in coordination with P&C Producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations, endorsements, and policies   

• Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence with the assistance of the Associate Account Consultant.   

• Determines if direct billing, agency billing or premium financing is appropriate and invoices accordingly   

• Prepares summaries of insurance, schedules and proposals as needed   

• Processes renewals in coordination with P&C Producers according to agency procedures. Occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations.   

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier   

• Verifies policy and policy change information, facilitating corrections when necessary   

• Processes incoming mail and phone requests, responding promptly and appropriately    

• Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards    

• Determines reasons for requests for cancellations; acts to save accounts; notifies P&C Producers    

• Processes and following up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible    

• Identifies exposure to loss and recommends appropriate coverages in coordination with P&C Producers    

• Prepares premium allocations for clients as needed    

Competencies and Qualifications 

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner   

• Ability to understand written and oral communication and interpret abstract information.   

• Knowledge of insurance products and usages   

• Knowledge of insurance markets and reference to markets   

• Knowledge of insurance rating and underwriting procedures   

• Ability to carry out complex tasks with many concrete and abstract variables.   

• Strong computer skills with proficiency in Outlook, Excel, Word and AMS-360   

• Ability to direct others   

• Ability to work independently and take the lead on all elements of client servicing when necessary   

• Advanced negotiation and presentation skills   

• Excellent communication skills   

• Ability to manage tight deadlines   

Education and Experience:  

• Bachelor’s degree with a minimum of 2 years insurance experience    

• Property, Casualty Producers License

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Account Specialist to their Corporate Synergies team in Columbia, MD. 

Job Summary:

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts (Book of Business).    

Key Responsibilities: 

• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols 
• Support the various pre-renewal/renewal/post-renewal and wellness activities 
• Coordinate data gathering for reporting efforts (analytical, compliance, etc.)
• Complete training/professional development to gain understanding of the industry and CSG 

Essential Duties: 

• As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:  
  • Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information) 
  • Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations) 
  • Completing/fulfilling assigned implementation tasks associated with client related projects 
  • Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year 
  • Prepare standard and ad-hoc reports (as needed) 
  • Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials 
  • Participating (whenever appropriate) in client meetings/presentations
• At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).    
• Assist in the coordination Open Enrollment activities (includes conducting meetings)  
• Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements 
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns  
• Interact with carriers and vendors on behalf of the client and the team

Qualifications:

• Strong attention to detail, well organized and responsive 
• Strong desire and willingness to learn all aspects of: 
  • CSG suite of services and available solutions  
  • Insurance and healthcare related products  
  • Regulatory and compliance related matters (including healthcare reform) 
• Comfortable with numbers 
• Proficient in Microsoft Excel, PowerPoint, Word and Publisher 
• Ability to quickly learn new skills 
• Comfortable working independently as well as in a team environment 
• Ability to establish relationships 
• Strong oral and written communication skills 
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines 
• Basic understanding of insurance and healthcare

Education & Experience: 

• Bachelor’s Degree preferred
• Licensure/Certification – State Specific Resident Life & Health License is required within six months from date of hire

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Small Business Commercial Lines Account Manager to their LBW team in Valencia, CA. 

Job Summary:

The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&C Producers with day‑to‑day account management, and providing clients with guidance and support to meet their insurance needs. This role requires in‑depth knowledge of commercial coverages, strong organizational skills, and the ability to independently manage servicing responsibilities while collaborating with internal teams, carriers, and vendors.

Key Responsibilities: 

• Provide technical and service support to P&C Producers, with a focus on small business commercial clients
• Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations
• Accompany P&C Producers on client and prospect meetings as requested
• Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies
• Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence
• Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly
• Prepare summaries of insurance, proposals, schedules, and premium allocations
• Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings
• Review audits for accuracy and facilitate corrections between carriers and clients
• Process incoming mail, emails, and phone requests promptly and professionally
• Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary
• Analyze cancellation requests, act to retain accounts when possible, and notify P&C Producers
• Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers
• Maintain strong working relationships with clients, carriers, vendors, and internal team members
• Stay current on industry trends, legislation, coverage changes, and insurance technology

Competencies & Qualifications: 

• Active CA Property & Casualty Insurance license
• Experience handling multiple lines of Commercial Insurance
• Solid understanding of insurance products, markets, underwriting, and rating procedures
• Advanced ability to analyze complex insurance situations and communicate recommendations clearly
• Strong negotiation, presentation, and client‑service skills
• Proficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360
• Ability to multi‑task, work independently, and take ownership of client servicing
• Comfortable working in a fast‑paced, team‑oriented environment
• Excellent attendance and reliability expected
• Ability to lead servicing efforts and direct others when necessary

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Executive to their Fairview Insurance team in Verona, NJ. 

Job Summary:

The Employee Benefits Account Executive is responsible for managing a portfolio of New Jersey public sector clients, including counties, municipalities, school districts, authorities, and other government entities. This role supports producers, internal service teams, carriers, vendors, and other business partners in understanding workforce needs, recommending competitive benefit strategies, ensuring seamless implementation, management of renewals, and ongoing account management. Success requires strong relationship management and technical benefits knowledge; in concert with serving as a strategic advisor to public employers, delivering compliant, cost-effective health and welfare benefit solutions while navigating state & federal regulations.

Benefits Strategy & Consulting

• Advise on employer-sponsored health and welfare benefit programs, including:
  • Medical, prescription drug, dental, and vision insurance plans, as well as vendors to support flexible spending accounts, retiree billing and other non-insurance related services
• Support clients participating in or evaluating:
  • New Jersey State Health Benefits Program (SHBP) & School Employees’ Health Benefits Program (SEHBP)
  • Self-funded, level-funded, or alternative funding arrangements (where applicable)
  • Analyze claims experience, contribution strategy, and employee cost-sharing impacts
  • Develop multi-year benefit strategies that balance fiscal responsibility with budget matters.

Renewal, Procurement & Compliance

• Lead annual renewal processes, including rate analysis and carrier negotiations
• Support RFP/RFQ development, response evaluation, and recommendations in accordance with NJ public contracting laws
• Maintain working knowledge of applicable regulations (ACA, ERISA, COBRA, HIPAA) And NJ-specific statutes impacting public employee benefits
• Coordinate timelines to align with budget cycles, labor negotiations, and board approval calendars

Client Relationship Management

• Serve as the primary strategic contact for assigned New Jersey public sector accounts
• Build trusted relationships with public officials, HR leadership, business administrators, and benefits committees
• Support clients operating under collective bargaining agreements and governing board oversight
• Conduct regular client reviews, renewal planning meetings, and governing body presentations

Communication & Education

• Prepare and deliver clear, compliant presentations for:
  • Governing bodies and boards of education
  • Union leadership and labor committees
  • Employee town halls and open enrollment meetings
• Oversee employee communication strategies
• Partner with internal teams to ensure accurate and timely implementation of plans.

Education & Experience

• Bachelor’s degree or equivalent professional experience
• 5-7+ years of experience in employee benefits, with direct public sector or government account exposure preferred, but not required
• Excellent presentation, negotiation, and relationship management skills
• New Jersey Life & Health insurance license (or ability to obtain)
• Proficiency with Microsoft Outlook, Excel, and Word; agency management systems preferred

Conditions of Work

• Flexible work hours may be required during peak renewal periods
• Local travel within New Jersey for client meetings, board sessions, and open enrollment events

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their team. This is a hybrid role, working 3 days a week in our Columbia, MD office. 

This role is designed to build a strong foundation in employee benefits brokerage and consulting account management, with a focus on group benefits. This position is responsible for developing industry knowledge and essential skills to support the Sales and Account Management team in marketing, sales, and servicing a portfolio of client accounts (Book of Business).

Key Responsibilities

• Partner closely with the Senior Account Manager and assigned clients to deliver seamless service and support.
• Maintain accurate and up-to-date client files and internal systems in accordance with established protocols.
• Support pre‑implementation, implementation, and post‑implementation activities to ensure smooth project execution.
• Assist with renewal marketing efforts and cost analyses for assigned clients.
• Coordinate data collection for reporting needs, including analytical and compliance-related deliverables.

Essential Functions

Support the Account Management Team throughout the full client lifecycle (onboarding, ongoing service, and renewal) across all lines of coverage by:

• Collecting required data, including outreach to carriers and clients to obtain necessary information.
• Assisting with the preparation, analysis, and delivery of reports, exhibits, and presentations.
• Completing assigned implementation tasks for client-related projects.
• Provide timely service support to assigned clients.
• Coordinating activities and ensuring successful execution of the annual Project Plan for each client.
• Preparing standard and ad-hoc reports as needed.
• Tracking deliverables and updating the Project Plan to maintain accuracy and timeliness.
• Participating in client meetings and presentations when appropriate.
• Communicating with carriers and vendors on behalf of clients and the internal team.
• Ability to travel to client, carrier and company events.
• Active Life & Health license or ability to obtain this license within 6 months of employment.

Competencies & Qualifications

• Exceptionally detail-oriented, organized, and responsive, with the ability to manage multiple tasks and evolving client needs.
• Highly motivated and eager to learn all aspects of insurance and healthcare-related products.
• Comfortable working with numbers and data analysis.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Quick learner with the ability to adapt to new skills and technologies.
• Effective both independently and as part of a collaborative team.
• Skilled in relationship-building with clients, colleagues, and industry partners.
• Excellent oral and written communication skills.
• Strong multitasking abilities with the composure and resilience to manage multiple clients and tasks under tight deadlines.
• Basic understanding of insurance and healthcare concepts with a focus on small and mid market group benefits (2-99). 

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Agency Solutions Coordinator to our team!

Location: Remote

Job Summary:

The Agency Solutions Coordinator will support the Vice President of Agency Solutions in driving national efforts focused on client retention, carrier consolidation, and operational efficiencies. This role requires P&C industry experience and the ability to manage projects, track deliverables, and ensure alignment across multiple business units. The Agency Solutions Coordinator will play a key role in executing strategic initiatives, analyzing data, and facilitating communication between stakeholders.

Essential Functions:

Project Management & Execution

• Assist in planning and executing strategic initiatives related to client retention, carrier consolidation, and operational efficiencies.
• Track project timelines, deliverables, and dependencies to ensure successful implementation.
• Coordinate cross-functional teams to maintain alignment and resolve issues promptly.

Technical Insurance Support

• Understand and apply Property & Casualty insurance concepts and workflows to carrier consolidation processes.
• Review and validate account transitions to carrier service centers, ensuring compliance with guidelines and client experience standards.
• Serve as a resource for technical questions related to carrier programs, service center operations, and agency workflows.

Data Analysis & Reporting

• Compile and analyze data to measure the effectiveness of strategic initiatives.
• Prepare reports and dashboards for leadership, highlighting progress, risks, and opportunities.
• Identify trends and recommend process improvements based on data insights.

Stakeholder Communication & Follow-Up

• Facilitate communication between leadership, account management teams, and carriers.
• Schedule and document meeting outcomes and ensure timely follow-up on action items.
• Maintain clear and organized records of project activities and decisions.

Competencies & Qualifications: 

• Strong understanding of client lifecycle, workflows, and agency processes.
• Proven ability to manage projects and coordinate cross-functional teams.
• Excellent analytical skills with proficiency in Microsoft Office Products
• Strong communication and problem-solving skills; ability to work independently and prioritize effectively.

Education & Experience:

• Minimum of 2 years’ experience in P&C account management or similar role.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Foundation Risk Partners of FL team.

Job Summary:

The Commercial Lines Account Manager works in conjunction with the Producer and Marketing in analyzing risk exposure and providing insurance solutions to meet our client’s needs. This position regularly exercises discretion and independent judgment on accounts including but not limited to evaluating and negotiating coverage and pricing, and interpreting, and implementing company policies and procedures. The Account Manager is a subject matter expert in their field and provides a consultative, strategic approach to the execution of day-to-day customer service activities for assigned accounts and can resolve complex customer service problems. The Account Manager initiates the renewal process including preparing submission to proposing and binding coverages as need. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Assist in developing retention strategy with Producer and Marketing
• Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
• Prepare and present coverage recommendations to client
• Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association.
• Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
• Manage day-to-day client requests including but not limited to policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements.
• Review client contracts and recommend risk solutions and coverage placements
• Identify potential exposures and develop cross sell opportunities
• Maintain agency management system ensuring all data is accurate, complete, well documented and up to date in accordance with company policy.
• Perform other duties as requested or required.

Competencies & Qualifications: 

• Maintain a high degree of technical competence and industry expertise
• Capable and willing to make sound decisions in unusual circumstances
• Ability to handle stress of short time constraints and manage change
• Ability to exercise independent judgment to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem solving and decision-making skills
• Must be a self-starter, imaginative and creative with exceptional communication skills, both verbal and written.
• Exercise high level of confidentiality

Education & Experience:

• 2-20 Property & Casualty License required
• 5+ years' experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU or CIC Designation or ability to obtain

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Foundation Risk Partners of FL team.

Job Summary:

The Commercial Lines Account Manager works in conjunction with the Producer and Marketing in analyzing risk exposure and providing insurance solutions to meet our client’s needs. This position regularly exercises discretion and independent judgment on accounts including but not limited to evaluating and negotiating coverage and pricing, and interpreting, and implementing company policies and procedures. The Account Manager is a subject matter expert in their field and provides a consultative, strategic approach to the execution of day-to-day customer service activities for assigned accounts and can resolve complex customer service problems. The Account Manager initiates the renewal process including preparing submission to proposing and binding coverages as need. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Assist in developing retention strategy with Producer and Marketing
• Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
• Prepare and present coverage recommendations to client
• Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association.
• Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
• Manage day-to-day client requests including but not limited to policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements.
• Review client contracts and recommend risk solutions and coverage placements
• Identify potential exposures and develop cross sell opportunities
• Maintain agency management system ensuring all data is accurate, complete, well documented and up to date in accordance with company policy.
• Perform other duties as requested or required.

Competencies & Qualifications: 

• Maintain a high degree of technical competence and industry expertise
• Capable and willing to make sound decisions in unusual circumstances
• Ability to handle stress of short time constraints and manage change
• Ability to exercise independent judgment to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem solving and decision-making skills
• Must be a self-starter, imaginative and creative with exceptional communication skills, both verbal and written.
• Exercise high level of confidentiality

Education & Experience:

• 2-20 Property & Casualty License required
• 5+ years' experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU or CIC Designation or ability to obtain

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Foundation Risk Partners of FL team.

Job Summary:

The Commercial Lines Account Manager works in conjunction with the Producer and Marketing in analyzing risk exposure and providing insurance solutions to meet our client’s needs. This position regularly exercises discretion and independent judgment on accounts including but not limited to evaluating and negotiating coverage and pricing, and interpreting, and implementing company policies and procedures. The Account Manager is a subject matter expert in their field and provides a consultative, strategic approach to the execution of day-to-day customer service activities for assigned accounts and can resolve complex customer service problems. The Account Manager initiates the renewal process including preparing submission to proposing and binding coverages as need. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Assist in developing retention strategy with Producer and Marketing
• Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
• Prepare and present coverage recommendations to client
• Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association.
• Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
• Manage day-to-day client requests including but not limited to policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements.
• Review client contracts and recommend risk solutions and coverage placements
• Identify potential exposures and develop cross sell opportunities
• Maintain agency management system ensuring all data is accurate, complete, well documented and up to date in accordance with company policy.
• Perform other duties as requested or required.

Competencies & Qualifications: 

• Maintain a high degree of technical competence and industry expertise
• Capable and willing to make sound decisions in unusual circumstances
• Ability to handle stress of short time constraints and manage change
• Ability to exercise independent judgment to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem solving and decision-making skills
• Must be a self-starter, imaginative and creative with exceptional communication skills, both verbal and written.
• Exercise high level of confidentiality

Education & Experience:

• 2-20 Property & Casualty License required
• 5+ years' experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU or CIC Designation or ability to obtain

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Foundation Risk Partners of FL team.

Job Summary:

The Commercial Lines Account Manager works in conjunction with the Producer and Marketing in analyzing risk exposure and providing insurance solutions to meet our client’s needs. This position regularly exercises discretion and independent judgment on accounts including but not limited to evaluating and negotiating coverage and pricing, and interpreting, and implementing company policies and procedures. The Account Manager is a subject matter expert in their field and provides a consultative, strategic approach to the execution of day-to-day customer service activities for assigned accounts and can resolve complex customer service problems. The Account Manager initiates the renewal process including preparing submission to proposing and binding coverages as need. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Assist in developing retention strategy with Producer and Marketing
• Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
• Prepare and present coverage recommendations to client
• Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association.
• Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
• Manage day-to-day client requests including but not limited to policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements.
• Review client contracts and recommend risk solutions and coverage placements
• Identify potential exposures and develop cross sell opportunities
• Maintain agency management system ensuring all data is accurate, complete, well documented and up to date in accordance with company policy.
• Perform other duties as requested or required.

Competencies & Qualifications: 

• Maintain a high degree of technical competence and industry expertise
• Capable and willing to make sound decisions in unusual circumstances
• Ability to handle stress of short time constraints and manage change
• Ability to exercise independent judgment to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem solving and decision-making skills
• Must be a self-starter, imaginative and creative with exceptional communication skills, both verbal and written.
• Exercise high level of confidentiality

Education & Experience:

• 2-20 Property & Casualty License required
• 5+ years' experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU or CIC Designation or ability to obtain

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Foundation Risk Partners of FL team.

Job Summary:

The Commercial Lines Account Manager works in conjunction with the Producer and Marketing in analyzing risk exposure and providing insurance solutions to meet our client’s needs. This position regularly exercises discretion and independent judgment on accounts including but not limited to evaluating and negotiating coverage and pricing, and interpreting, and implementing company policies and procedures. The Account Manager is a subject matter expert in their field and provides a consultative, strategic approach to the execution of day-to-day customer service activities for assigned accounts and can resolve complex customer service problems. The Account Manager initiates the renewal process including preparing submission to proposing and binding coverages as need. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Assist in developing retention strategy with Producer and Marketing
• Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
• Prepare and present coverage recommendations to client
• Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association.
• Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
• Manage day-to-day client requests including but not limited to policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements.
• Review client contracts and recommend risk solutions and coverage placements
• Identify potential exposures and develop cross sell opportunities
• Maintain agency management system ensuring all data is accurate, complete, well documented and up to date in accordance with company policy.
• Perform other duties as requested or required.

Competencies & Qualifications: 

• Maintain a high degree of technical competence and industry expertise
• Capable and willing to make sound decisions in unusual circumstances
• Ability to handle stress of short time constraints and manage change
• Ability to exercise independent judgment to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem solving and decision-making skills
• Must be a self-starter, imaginative and creative with exceptional communication skills, both verbal and written.
• Exercise high level of confidentiality

Education & Experience:

• 2-20 Property & Casualty License required
• 5+ years' experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU or CIC Designation or ability to obtain

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Executive to their Acentria team in Lakeland, FL.

Job Summary:

The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other typical personal lines account servicing.

Essential Functions:

• Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions
• Cross-selling and account rounding whenever possible along with asking for referrals
• Working in a team environment with the goal of growing our business profitably
• Become proficient in our Agency Management System and other personal lines related systems
• Utilizing technology and systems to educate, communicate and engage clients year-round
• Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
• Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
• Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
• Engage with underwriters, as needed, on new business and/or renewal issues
• Document and update customer records based on interactions

Competencies & Qualifications: 

• Ability to build a rapport with clients and prospects
• Positive and professional demeanor
• Excellent written and verbal communication skills

Education & Experience:

• Minimum of 2+ years previous experience in a personal lines account executive or account manager position
• 20-44 or 2-20 License
• Prior experience with Applied EPIC and QuoteRUSH a plus

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team in Sarasota, FL.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies.  The Account Manager initiates renewal process including preparing submission and binding coverages. 

Essential Functions:

• Develops retention strategy and new business acquisition meetings with producer
• Gathers data from client: applications, loss runs, inspections etc to submit to market
• Works independently of Producers on placement of risk
• Attends marketing and carrier meetings 
• Monitors and updates open items checklists/timelines
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Communicates with Producer and team regarding client
• Analyzes client data to determine client needs and identify potential exposures
• Answers underwriting questions and help negotiate pricing and products
• Ability to build good working relationships with Producers and team members to work as a part of a team

Competencies & Qualifications: 

• Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products

Education & Experience:

• Florida 2-20 P&C insurance license 
• College degree or equivalent work experience
• 3-5 years insurance agency experience 

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Insurance Property & Casualty license is required
• College degree or equivalent work experience
• 1-2+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their Acentria team.

Job Summary:
The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.

Essential Functions:

• Maintains open items checklists/timelines
• Prepares certificates of insurance
• Works directly with account managers assisting with tasks associated with client insurance servicing.
• Familiarity with administrative office tasks

Competencies & Qualifications: 

• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
• Proficient level written and verbal communication skills
• Demonstrated proactive approaches to problem-solving
• Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
• Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
• Flexible and creative thinker regarding continuous improvements in efficiency and processes
• Ability to analyze and evaluate results to choose the best solutions and solve problems
• Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365

Education & Experience:

• Ability to attain 4-40 insurance license  
• High school diploma or equivalent
• Insurance experience preferred but not required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Herbie Wiles Insurance team. 

Job Summary:

The Account Manager supports the producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day-to-day duties of this role

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client need

Competencies & Qualifications: 

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products

Education & Experience:

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Herbie Wiles Insurance team.

Job Summary:

The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client.  The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.

Essential Functions:

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
• Collects and analyzes client information
• Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
• Participates in marketing and sales meetings
• Manages and retains existing book of business
• Reviews and processes old and new renewals, new policies, and policy changes
• Handles questions, researches, and resolves problems
•  Adheres to agency customer service standards
• Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
• Collects and analyzes information regarding the client and assisting in product determinations
• Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
• Reviews processed policies as needed
• Performs other duties as are required to establish, service, and maintain accounts

Competencies & Qualifications: 

• Excellent client service skills to assist in retaining, developing, and growing a client base.
• High competence with computers, programs, and software through the entire client life cycle.
• Highly professional and self-motivated.
• Excellent Communication/interpersonal skills

Education & Experience:

• Minimum 3+ years insurance experience preferred
• Must possess state required 4-40, 2044 or 2-20 insurance license, or be open to obtaining
• High School diploma or equivalent
• Some college helpful

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA. 

This is a hybrid role.

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market.
• Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures.
• Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals.
• Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value.
• Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client.
• Maintain strong relationships with existing clients to encourage renewals, retention, and referral opportunities.
• Collaborate with Account Managers and internal teams to ensure smooth policy implementation and service delivery.
• Stay current on carrier products, underwriting criteria, and market trends to provide clients with informed recommendations.
• Travel to client meetings, presentations, and networking events throughout California.
• Document client interactions and sales activities in the agency management system in a timely and accurate manner.
• Meet or exceed sales targets and performance metrics established by the agency.
• Represent the company professionally at industry events, chamber functions, and community engagements.

Qualifications:

• CA Department of Insurance P & C License OR Life & Health License.
• Valid CA Driver’s License.
• Ability to work on-site at least once per week, and travel to clients and prospects throughout Southern California.
• Proven track record of success in an insurance sales role, with strong prospecting skills and a demonstrated ability to close new business.
• Ability to identify, reach, and effectively communicate with Business Owners and High Net Worth Individuals.
• Strong knowledge of insurance carriers and their coverage offerings.
• Ability to assess each prospect’s or client’s unique risks to recommend appropriate coverage solutions.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA. 

This is a hybrid role.

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market.
• Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures.
• Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals.
• Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value.
• Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client.
• Maintain strong relationships with existing clients to encourage renewals, retention, and referral opportunities.
• Collaborate with Account Managers and internal teams to ensure smooth policy implementation and service delivery.
• Stay current on carrier products, underwriting criteria, and market trends to provide clients with informed recommendations.
• Travel to client meetings, presentations, and networking events throughout California.
• Document client interactions and sales activities in the agency management system in a timely and accurate manner.
• Meet or exceed sales targets and performance metrics established by the agency.
• Represent the company professionally at industry events, chamber functions, and community engagements.

Qualifications:

• CA Department of Insurance P & C License OR Life & Health License.
• Valid CA Driver’s License.
• Ability to work on-site at least once per week, and travel to clients and prospects throughout Southern California.
• Proven track record of success in an insurance sales role, with strong prospecting skills and a demonstrated ability to close new business.
• Ability to identify, reach, and effectively communicate with Business Owners and High Net Worth Individuals.
• Strong knowledge of insurance carriers and their coverage offerings.
• Ability to assess each prospect’s or client’s unique risks to recommend appropriate coverage solutions.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA.

This is a hybrid role. 

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Mange and nurture an existing book of business while continuously prospecting for new clients
• Analyze client financial information and create tailored financial plans aligned with their goals
• Present financial plans to clients, discuss recommendations, and agree on next steps
• Implement financial plans and monitor performance, making adjustments as needed
• Provide ongoing client service, communication, and support to ensure long-term satisfaction
• Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities
• Contribute to developing new sales & marketing strategies
• Build and maintain strong, long-term client relationships to support retention and growth
• Coordinate referrals or consultations with other professionals as appropriate
• Comply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations
• Complete all required Continuing Education requirements
• Participate in ongoing training to stay current on the financial industry trends, regulations, and products. LBW values a commitment to lifelong learning

Licenses, Certifications & Education:

• FINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6
• Valid CA Drivers License (Required)
• California Life Insurance License is a plus
• CFP or ChFC designation preferred but not required
• Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services

Qualifications:

• Demonstrated success of maintaining a book of fee and/or commission -based clients
• Expertise in 401(k) and other qualified plans is a plus
• Exceptional communication, presentation, time-management, and organizational skills
• Strong networking abilities within businesses and personal communities
• Ability to listen to client needs and provide suitable financial solutions
• Proficiency with computer systems and Microsoft Office Suite is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the Philly Metro Region. 

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).  

Essential Functions:

• Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
• With guidance and supervision, work on client related deliverables of increasing complexity. 
• Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
• Identify and declare area of focus/subject matter expertise. 
• Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols. 
• Compliance with CSG’s processes and operating standards. 

Essential Duties:  

• As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: 
  • Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
  • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
  • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e., setting agendas and appropriate internal/external follow-up)
  • Prepare standard and ad-hoc reports and other client related projects (as needed)
  • Developing, cultivating and maintaining strong client/vendor relationships  
• At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
• Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
• Maintain internal systems (i.e., BenefitPoint and Oracle) and client files in accordance with CSG’s data standards and filing requirements. 
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. 
• Interact with carriers and vendors on behalf of the client and the team. 
• Ability to identify and leverage resources appropriate for upsell opportunities. 
• Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue).  
• Develop new and creative benefit solutions with guidance.  

Competencies & Qualifications: 

• Strong attention to detail, well organized and responsive
• Ability to model financial implications from benefit programs 
• Comfortable in negotiating with insurance carriers 
• Ability to identify problems and create effective solutions 
• Proficient in Microsoft Office (Excel, PowerPoint, Word) 
• Ability to quickly learn new skills
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary  
• Ability to establish relationships with internal and external stakeholders
• Strong oral and written communication skills
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines
• Possesses a basic understanding of general business and financial concepts
• Ability to effectively create, organize and manage a project plan
• Basic understanding of strategy and long-term planning 

Education & Experience:

• Bachelor’s Degree preferred
• 1-5 years of prior practical account management experience with a health and welfare carrier or broker is required
• State Specific Resident Life & Health License is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Technical Assistant to their Cornell Insurance Services team in Edison, NJ.

Job Summary:

The Technical Assistant is an entry level position for a well-organized individual with the ability to deliver excellent Customer Service to a wide range of commercial insurance accounts within the agency. They will assist in all aspects of servicing & retention of existing accounts. Core duties include:

Essential Functions:

• Policy checking
• Issuance of Certificates of Insurance
• Administrative duties as assigned

Requirements: 

• Basic P&C Insurance knowledge
• Experience using AMS 360 is preferred
• Preferred candidate should have Commercial Auto experience

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their LBW team in Valencia, CA. 

This role can be on-site, hybrid or remote. 

Job Summary:

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business). 

Key Responsibilities: 

• Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
• With guidance and supervision, work on client related deliverables of increasing complexity. 
• Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
• Identify and declare area of focus/subject matter expertise. 

Essential Duties: 

• As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by:
  • Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
  • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
  • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails(i.e., setting agendas and appropriate internal/external follow-up)
  • Prepare standard and ad-hoc reports and other client related projects (as needed)
  • Developing, cultivating and maintaining strong client/vendor relationships 
• At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
• Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. 
• Interact with carriers and vendors on behalf of the client and the team. 
• Ability to identify and leverage resources appropriate for upsell opportunities. 
• Develop new and creative benefit solutions with guidance. 

Education & Experience:

• Bachelor’s Degree preferred. 
• 5+ years of prior practical account management experience with a health and welfare carrier or broker is required.
• Current and active California Life & Health License is required. 

Competencies & Qualifications: 

• Experience with Large and Small Group clients.
• Knowledge of health and welfare plans, including medical, dental, vision, STD and LTD insurance.
• Ability to interpret client’s current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage.
• Ability to prepare RFP and have knowledge of the insurance marketplace.
• Ability to market new and existing clients.
• Excellent presentation skills, includes use of Excel and PowerPoint.
• Experience navigating and quoting in quoting systems.
• Experience working in AMS360.
• As needed, must be able to drive to client locations and deliver OE and education presentations.
• Bilingual English/Spanish preferred.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their LBW team in Valencia, CA. 

*On-site and Hybrid options available. 

Job Summary:

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).   

Essential Functions:

• As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:
  • Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)
  • Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations)
  • Completing/fulfilling assigned implementation tasks associated with client related projects
  • Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year
  • Prepare standard and ad-hoc reports (as needed)
  • Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials
  • Participating (whenever appropriate) in client meetings/presentations
• At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).  
• Assist in the coordination Open Enrollment activities (includes conducting meetings).  
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns. 
• Interact with carriers and vendors on behalf of the client and the team.

Competencies & Qualifications: 

• Knowledge of EASE or Employee Navigator is a plus.
• Strong attention to detail, well organized and responsive.
• Proficient in MS Office Suite.
• Ability to quickly learn new skills.
• Ability to establish relationships.
• Strong oral and written communication skills.
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines.
• Basic understanding of insurance and healthcare.
• Willingness to learn regulatory and compliance matters, including healthcare reform.
•  

Education & Experience:

• Bachelor’s Degree preferred.  
• State Specific Resident Life & Health License is required within six months from date of hire.