Account Specialist
Foundation Risk Partners•Braintree, MA
•$55,000 - $70,000
About The Position
Foundation Risk Partners is hiring an Account Specialist for The Westport Group team in Braintree, Massachusetts. The Account Specialist supports Account Management and Underwriting teams in servicing executive and specialty Life and Disability insurance programs, including GUL, GVUL, Individual Disability Insurance (IDI), and High-Limit LTD. The role offers exposure to account management, underwriting, and operations and is suited to someone who enjoys organization, client service, and problem-solving.
Requirements
- Proficiency in Microsoft Office, particularly Excel.
- Strong organizational skills and the ability to manage multiple priorities and deadlines.
- Excellent written and verbal communication skills.
- Detail-oriented, adaptable, and eager to learn.
- Ability to work independently and collaborate effectively within a team environment.
Nice To Haves
- Bachelor's degree preferred.
- Administrative, insurance, financial services, or client support experience is a plus.
Responsibilities
- Support new client implementations, enrollments, annual renewals, and ongoing account servicing.
- Coordinate policyholder requests, additions, terminations, and invoicing activities.
- Assist with life insurance application processing, requirement tracking, and underwriting support.
- Maintain client records and internal systems accurately and with attention to detail.
- Prepare client communications and enrollment materials, and set up online portals.
- Generate reports, reconcile data, and support administrative projects.
- Provide service to plan sponsors, insureds, and carrier partners.
Benefits
- Medical, vision, and dental benefit options.
- 401(k) with company match.
- Company-paid life insurance.
- Short-term disability and long-term disability coverage.
- Generous paid time off policy starting at 18 days per year.
- 10 paid holidays and 2 floating holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
