Account Specialist

Foundation Risk Partners; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Life insurance

PTO 18 days

Holiday time

Job summary

Foundation Risk Partners is seeking an Account Specialist for The Westport Group in Braintree, MA. The role supports account management and underwriting teams on executive and specialty Life and Disability insurance programs, including GUL, GVUL, IDI, and High-Limit LTD.

The position emphasizes organization, client service, problem-solving, and exposure to multiple business areas within FRP.

Qualifications

• Proficient in Microsoft Office with strong Excel skills.
• Excellent written and verbal communication abilities.
• Detail oriented with strong organizational skills.

Responsibilities

• Support new client implementations, enrollments, renewals and ongoing account servicing.
• Coordinate policyholder requests, additions, terminations and invoicing.
• Assist with life insurance application processing and underwriting support.
• Maintain client records and internal systems with accuracy.
• Prepare client communications and enrollment materials.
• Generate reports and reconcile data for projects.
• Provide excellent service to plan sponsors, insureds and carrier partners.

Education

Bachelor's degree preferred

Tools

Excel

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Account Specialist to The Westport Group team in Braintree, MA.

Job Summary

The Account Specialist supports the 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. This is an excellent opportunity for someone who enjoys organization, client service, and problem-solving while gaining exposure to multiple areas of the business, including account management, underwriting, and operations.

Essential Functions

• 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 with accuracy and attention to detail.
• Prepare client communications, enrollment materials, and online portal setups.
• Generate reports, reconcile data, and support administrative projects.
• Provide exceptional service to plan sponsors, insureds, and carrier partners.

Competencies & Qualifications

• Proficiency in Microsoft Office, particularly Excel.
• Strong organizational skills with 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 while collaborating effectively within a team environment.

Education & Experience

• Bachelor's degree preferred.
• Administrative, insurance, financial services, or client support experience is a plus.

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range: $55,000 USD - $70,000 USD

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!