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.