Account Specialist

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.