Account Specialist
Required skills
- Microsoft Office
- Excel
- client service
- accuracy
Nice to have
- administrative experience
- insurance experience
- financial services experience
- client support experience
Role summary
Foundation Risk Partners is seeking an Account Specialist for The Westport Group team in Braintree, MA. This role supports Account Management and Underwriting teams in servicing executive and specialty Life and Disability insurance programs. Responsibilities include client implementations, enrollments, renewals, account servicing, policyholder requests, application processing, record maintenance, report generation, and client communication. The ideal candidate possesses strong organizational and communication skills, attention to detail, and proficiency in Microsoft Office, particularly Excel.
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:
Competencies & Qualifications:
Education & Experience:
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 USDDisclaimer:
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!
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