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Senior Account Manager

Role overview

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

Responsibilities

  • 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

Key facts

Hard skills

Other skills

  • Leadership
  • Delegation Skills
  • Problem Solving
  • Communication
  • Organizational Skills
  • Microsoft Office

About the company

Foundation Risk Partners logo

Foundation Risk Partners

Insurance Brokerage & Agencies

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Company details

Company typeScaleup
IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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