Senior Account Manager
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!
As published by greenhouse · 14 questions · 3 written answers
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (4)
- Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. optional
- If you were referred by a current employee, please provide their first and last name optional
- What is your expected salary range
- I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms.
Pick from a list (7)
- Are you at least 18 years of age?
- If hired, can you provide proof of your legal right to work in the United States?
- Will you now or in the future require sponsorship for employment?
- Are you subject to a Non-Solicitation Agreement from your current or previous employer?
- Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.)
- Please select all insurance licensures you currently maintain optional
- Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status?
Written answers (3)
- Please describe your employee benefits account management experience, including the organizations you've worked for (brokerage, consulting, or carrier) and your total years of experience.
- Do you have experience with multi-life disability income? If yes, please describe your experience.
- If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. optional