Life Insurance Accounts Specialist

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

Job summary

Foundation Risk Partners is seeking 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. The role emphasizes organization, client service, and problem-solving while gaining exposure to account management, underwriting, and operations.

It involves implementing new clients, renewals, invoicing, and maintaining accurate records, with cross-department

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.
• 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 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

Organization

Communication

Attention to detail

Independent work

Education

Bachelor's degree preferred

Tools

Microsoft Office

Excel

Job description

Foundation Risk Partners is seeking 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. The role emphasizes organization, client service, and problem-solving while gaining exposure to account management, underwriting, and operations.

It involves implementing new clients, renewals, invoicing, and maintaining accurate records, with cross-department