Account Specialist

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

Benefits offered by this job

Health, vision, and dental coverage

401(k) with company match

Life insurance included

STD and LTD

PTO starting at 18 days + 10 holidays

Job summary

Foundation Risk Partners seeks an Account Specialist to support the Account Management and Underwriting teams in servicing executive and specialty Life and Disability insurance programs, including GUL, GVUL, IDI, and High-Limit LTD. This role emphasizes organization and client service while gaining exposure to account management, underwriting, and operations across FRP's platform.

The ideal candidate will have strong communication, attention to detail, and the ability to manage multiple

Qualifications

• Bachelor's degree preferred.
• Administrative, insurance, financial services, or client support experience is a plus.
• Proficiency in Microsoft Excel and MS Office.

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 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.

Skills

Microsoft Excel

Organizational skills

Communication skills

Detail oriented

Team collaboration

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

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 - $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.

• 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!

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.