Foundation Risk Partners

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. 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!

Role Description We are seeking a detail-oriented and highly organized Operations Specialist to join our team. This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans. This is a non-client-facing role focused on back-office support and process efficiency. - Process and monitor retirement plan transactions including contributions, distributions, rollovers, and plan changes. - Assist advisors with plan setup, documentation, and compliance-related tasks. - Ensure adherence to regulatory requirements and internal policies. Qualifications - Bachelor’s degree in Business, Finance, Accounting, or a related field. - 2–5+ years of experience working with retirement plans, particularly 401(k) plans, or financial services. - Experience supporting advisors and/or clients in a retirement plan or financial services environment. - Strong interpersonal, written, and verbal communication skills. - High attention to detail and ability to manage multiple projects simultaneously. - Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite. Benefits - Comprehensive range of health-related benefit options including medical, vision, and dental. - 401(k) with company match. - Company paid life insurance, STD, LTD. - A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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 Atlantic Pacific Insurance team in Palm Beach Gardens, FL. Location: Remote (Must reside in FL) Job Summary: The Commercial Lines Account Manager performs the essential functions of the position, which include aiding Producers and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meet service and sales delivery standards and perform essential functions to the quality and service standards developed by the agency. Essential Functions: - Provide technical support; specifically in analyzing client needs, coverage forms and quotations. - Occasionally accompany Producer on prospect and client meetings. - Complete applications for house accounts. Request applications from Producer accounts. Submit applications to eligible and appropriate carriers; follow up to ensure timely receipt of quotations and policies. - Order and issue binders, certificates, policies, endorsements and other related items; verify their accuracy; forward them to client with appropriate correspondence. - Determine if direct or agency billing is appropriate and invoice accordingly. - Prepare summaries of insurance, schedules and proposals as needed. - Process renewals in coordination with Producers or house accounts according to agency procedures. - Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier. - Verify policy and policy change information, facilitating corrections when necessary. - Process incoming mail and phone requests, responding promptly and appropriately. - Determine reasons for requests for cancellations; act to save accounts; notify Producer prior to cancellation. - Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution; maintain agency in financial equity whenever possible. - Assist clients in submitting first reports of claims, facilitate prompt response from carrier staff and follow up on claims status, according to agency procedures. - Identify exposure to loss and recommend appropriate coverages in coordination with Producer. - Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities. - Attempt to round out accounts offering other lines of insurance. - Reconcile expired list and receivables monthly. - Attend all training offered by the company. Competencies & Qualifications: - Two years of related work experience or relevant coursework - Positive, enthusiastic personality - Good oral and written communication skills Education & Experience: - High School Diploma or GED (two years college or equivalent work experience preferred) - Minimum 3+ years insurance experience preferred - Must possess state required 2-20 insurance license 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!

• The Director of Analytics is a visionary and strategic leader who helps to shape the organization’s data-driven culture and empowers business transformation through advanced analytics. • This role is responsible for aiding in identifying and executing innovative analytics strategies that unlock actionable insights, fuel organizational growth, and drive operational excellence. • The Director will build and inspire a high-performing analytics team, champion the adoption of cutting-edge analytical tools and methodologies, and partner with senior leadership to translate complex data into clear, impactful business decisions. • By fostering cross-functional collaboration and a culture of continuous improvement, the Director of Analytics ensures that data is leveraged as a strategic asset to deliver measurable value, accelerate innovation, and maintain ARMSRx’s competitive edge.

• Produce savings analyses comparing PBM offers to determine the most cost-effective choice using claims data and pharmacy performance reports. • Perform RFP analyses and prepare reports, supporting internal consultants throughout the process. • Model plan designs for both existing and prospective clients. • Download and manage reports and data using automated reporting tools. • Conduct ad hoc analyses based on client or broker requests. • Utilize claims data to generate KPI, plan performance, and other ad hoc reports as needed. • Perform reconciliations, including discount, dispensing fee, and rebate guarantees, as well as claims repricing. • Assist consultants with review of claims data and/or reporting for existing clients, monitoring plan performance, identifying problem areas, and uncovering cost savings opportunities. • Review and help present findings in reports and presentations to internal and external stakeholders. • Monitor discount and rebate guarantees for the existing client base. • Maintain monthly, quarterly, and annual reports. • Communicate effectively with the team, providing updates via email, video conference, and phone calls. • Remote position with light travel

• Elicit, document, and validate business requirements; translate needs into user stories and functional specs for Salesforce and integrated systems. • Map current‑state workflows; design future‑state processes aligned to best practices and scalability. • Identify gaps, propose improvements, and align solutions with business outcomes and governance standards. • Facilitate workshops, demos, and feedback sessions to drive alignment and decision‑making. • Manage users, profiles/roles, permission sets, sharing rules, and data/metadata security. • Configure objects, fields, page layouts, record types, validation rules, formulas, and declarative automation (Flow). • Leverage reporting and query capabilities to deliver actionable dashboards and reports for end users and leadership. • Support multi‑cloud capabilities and ensure data integrity across business units and orgs. • Own the lifecycle of all third‑party applications and managed packages. • Partner with technical and business stakeholders on solution‑architecture‑level decisions. • Act as a product owner for the business, engaging with stakeholders to define requirements and manage backlog prioritization.

• Oversee all internal operations including consulting delivery, client services, project management, workforce planning, and technology enablement • Build scalable operational infrastructure to support firm growth, new service lines, and geographic expansion • Establish and monitor key performance indicators (KPIs) to drive accountability, productivity, and profitability • Champion process optimization and best practices across consulting engagements and internal operations • Partner with Finance to manage budgeting, forecasting, revenue optimization, and margin improvement • Ensure consistent, high-quality delivery of pharmacy consulting services across all client engagements • Translate firm strategy into executable operational plans with clear milestones and ownership • Lead talent strategy including recruiting, onboarding, performance management, and retention • Ensure adherence to applicable healthcare regulations, data privacy, and client confidentiality standards (e.g., HIPAA)