Assistant Account Executive @Foundation Risk Partners

[Hiring] Assistant Account Executive @Foundation Risk Partners

Mar 28, 2025 - Foundation Risk Partners is hiring a remote Assistant Account Executive. 💸 Salary: $60,000 - $90,000 usd. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role involves collaborating with the team to consistently deliver high-quality customer service and ensuring service standards are achieved.

Provide efficient, professional, and courteous service to clients, by phone, in writing, and in person.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures.
Accountable for always doing the right thing for customers and colleagues, ensuring positive customer experience.

Essential Functions:

Provides daily administrative support to designated Producers and Account Executives and existing clients.
Support includes gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets.
Process endorsement requests, certificates of insurance, evidence of insurance, cancellation processing, and support duties as assigned.
Assists clients with the reporting of claims and maintains contact during the settlement process.
Processes and follows up on 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.
Occasional contact with clients to ensure 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.
Work expiration lists prior to renewal for customer contact and improved retention.
Perform agency system client updates and input into the system according to department procedures.

Qualifications

Ability to analyze complex insurance situations, needs, and options.
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, staff, and vendors.
Attention to detail with a high degree of accuracy.
Ability to multitask and prioritize a variety of activities.
Demonstrate a “client first” attitude.
Ability to work on a team effectively.

Requirements

Benefits

Comprehensive range of health-related benefit options including medical, vision, and dental.
401(k) with company match.
Company paid life insurance, STD, LTD.
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.

Similar Remote Jobs

Unlock 55,013 additional remote jobs, advanced search & email notifications

Too many emails? Declutter your inbox with Meco

Your home for reading newsletters

Before You Apply

️

📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

Assistant Account Executive @Foundation Risk Partners

Sales / Business

Salary 💸 $60,000 - $90,000 usd	Remote Location USA
Job Type full-time	Posted Mar 28, 2025

️

📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.