Account Specialist

The role

The Account Specialist supports Account Management and Underwriting teams in servicing executive and specialty Life and Disability insurance programs. This role involves client service, organization, and problem-solving across account management, underwriting, and operations.

What you will do

• 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.
• Prepare client communications, enrollment materials, and online portal setups.
• Generate reports, reconcile data, and support administrative projects.
• Provide service to plan sponsors, insureds, and carrier partners.

Required 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.

Nice to have

• Bachelor's degree
• Administrative, insurance, financial services, or client support experience

Benefits

• Medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US. The Account Specialist will join The Westport Group team.