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Insurance Brokerage, Risk Management, Financial Services

Senior Account Manager

RemoteRemoteFull TimeSeniorPosted 23 days ago

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Required skills

  • employee benefits
  • account management
  • brokerage
  • consulting
  • carrier
  • client relationships
  • enrollment
  • service strategies
  • renewal strategies
  • client lifecycle

Nice to have

  • multi-life disability income

Role summary

Foundation Risk Partners is seeking a Senior Account Manager for The Westport Group team to oversee strategy, service, retention, and growth for executive life and disability accounts. This client-facing role involves managing a portfolio of complex employee benefits clients, developing service and renewal strategies, and leading the client lifecycle. The position requires strong consultative, relationship-building, and problem-solving skills, with proven leadership and team collaboration experience. The Senior Account Manager will also mentor service team members and ensure operational excellence and compliance, while staying current on industry trends.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Sr Account Manager to The Westport Group team.

Job Summary:

The Senior Account Manager serves as client-facing professional overseeing the strategy, service, retention, and growth of executive life and disability accounts. This role partners closely with Producers and internal teams to deliver exceptional client experiences while providing leadership and guidance to the service team.

Essential Functions:

  • Serve as the primary relationship manager for a portfolio of complex employee benefits clients.
  • Develop and execute enrollment, service, and renewal strategies that align with client objectives.
  • Lead all phases of the client lifecycle, from onboarding through ongoing account management.
  • Ensure timely, accurate delivery of client communications, reports, and service deliverables.
  • Partner with Producers on client presentations, proposals, and growth initiatives.
  • Mentor and support service team members while helping drive operational excellence.
  • Maintain compliance, oversee client records, and leverage enrollment and benefits administration systems.
  • Stay current on industry trends, products, and market developments.

    • Qualifications:

  • 7+ years of employee benefits account management experience within a brokerage, consulting, or carrier environment.
  • Experience managing complex, high-touch client relationships.
  • Multi-life disability income experience preferred.
  • Strong consultative, relationship-building, and problem-solving skills.
  • Exceptional communication and presentation abilities.
  • Proven leadership and team collaboration experience.
  • Highly organized with the ability to manage multiple priorities.
  • Advanced proficiency in Microsoft Office and benefits administration platforms.

    • 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!

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