Insurance Agency Solutions Specialist
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Agency Solutions Specialist to our team!
Location: Remote
Job Summary:
The Agency Solutions Specialist 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 Specialist 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.
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.
Benefits:
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!