Foundation Risk Partners, Corp.
Personal Lines- Account Executive New Hyde Park, New York, United States
Foundation Risk Partners, Corp., Kensington Village Mobile Home Park, New York, United States
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 growing team! Job Summary: Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. Essential Functions: Provides daily administrative support to designated Producers and Account Executives and existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account Executive Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc. Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards Occasional contact with clients to ensure that they are informed about insurance Educates and coaches business partners on insurance products, compliance, and operational duties. Invoice all applicable accounts, and process premiums when required. Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive Work expiration lists prior to renewal for customer contact and improved retention. Perform agency system client updates and input into system according to department procedures. Competencies & Qualifications: Ability to analyze complex insurance situations, needs and options and communicate theseoptions both verbally and in writing in a clear, concise manner Must be able to work independently with limited supervision Must be able to prioritize and effectively manage multiple tasks at once Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint Strong verbal and written communication and negotiation skills Ability to deal with problems involving clients and staff, as well as vendors Ability to demonstrate attention to detail with high degree of accuracy Ability to multitask and prioritize a variety of activities Ability to demonstrate a “client first” attitude Ability to work on a team effectively Education & Experience: Minimum of 5 years related experience in the insurance industry Knowledge of Applied Epic is highly preferred Property & Casualty License This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range $60,000 - $90,000 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays! Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you at least 18 years of age? * Select... If hired, can you provide proof of your legal right to work in the United States? * Select... Will you now or in the future require sponsorship for employment? * Select... Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. If you were referred by a current employee, please provide their first and last name If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. Are you subject to a Non-Solicitation Agreement from your current or previous employer? * Select... Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) * Select... Please select all insurance licensures you currently maintain Life & Health Property & Casualty FL 2-20 FL 4-40 Other What is you expected salary range * Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? * Select... If yes, you can always opt-out by replying STOP at any time. I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms. * Are you at least 18 years of age? * Select... If hired, can you provide proof of your legal right to work in the United States? * Select... Will you now or in the future require sponsorship for employment? * Select... Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. If you were referred by a current employee, please provide their first and last name If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. Are you subject to a Non-Solicitation Agreement from your current or previous employer? * Select... Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) * Select... Please select all insurance licensures you currently maintain Life & Health Property & Casualty FL 2-20 FL 4-40 Other What is you expected salary range * Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? * Select... If yes, you can always opt-out by replying STOP at any time. I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms. * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines- Account Executive
to their growing team! Job Summary: Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. Essential Functions: Provides daily administrative support to designated Producers and Account Executives and existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account Executive Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc. Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards Occasional contact with clients to ensure that they are informed about insurance Educates and coaches business partners on insurance products, compliance, and operational duties. Invoice all applicable accounts, and process premiums when required. Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive Work expiration lists prior to renewal for customer contact and improved retention. Perform agency system client updates and input into system according to department procedures. Competencies & Qualifications: Ability to analyze complex insurance situations, needs and options and communicate theseoptions both verbally and in writing in a clear, concise manner Must be able to work independently with limited supervision Must be able to prioritize and effectively manage multiple tasks at once Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint Strong verbal and written communication and negotiation skills Ability to deal with problems involving clients and staff, as well as vendors Ability to demonstrate attention to detail with high degree of accuracy Ability to multitask and prioritize a variety of activities Ability to demonstrate a “client first” attitude Ability to work on a team effectively Education & Experience: Minimum of 5 years related experience in the insurance industry Knowledge of Applied Epic is highly preferred Property & Casualty License This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range $60,000 - $90,000 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays! Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you at least 18 years of age? * Select... If hired, can you provide proof of your legal right to work in the United States? * Select... Will you now or in the future require sponsorship for employment? * Select... Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. If you were referred by a current employee, please provide their first and last name If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. Are you subject to a Non-Solicitation Agreement from your current or previous employer? * Select... Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) * Select... Please select all insurance licensures you currently maintain Life & Health Property & Casualty FL 2-20 FL 4-40 Other What is you expected salary range * Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? * Select... If yes, you can always opt-out by replying STOP at any time. I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms. * Are you at least 18 years of age? * Select... If hired, can you provide proof of your legal right to work in the United States? * Select... Will you now or in the future require sponsorship for employment? * Select... Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. If you were referred by a current employee, please provide their first and last name If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. Are you subject to a Non-Solicitation Agreement from your current or previous employer? * Select... Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) * Select... Please select all insurance licensures you currently maintain Life & Health Property & Casualty FL 2-20 FL 4-40 Other What is you expected salary range * Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? * Select... If yes, you can always opt-out by replying STOP at any time. I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms. * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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