Senior Account Manager

Foundation Risk Partners
United States
Remote

Who this role is best for

Candidates with client-facing experience in employee benefits and leadership skills will find this remote role with complex account management and collaboration across teams.

Best fit for

  • Candidates with 7+ years of managing complex employee benefits accounts and a history of client retention success.
    — “7+ years of employee benefits account management experience”
  • Individuals who have led client onboarding and lifecycle management in brokerage or consulting environments.
    — “Lead all phases of the client lifecycle, from onboarding through ongoing account management”
  • Professionals with a track record of mentoring teams and driving operational excellence.
    — “Mentor and support service team members while helping drive operational excellence”

Things to consider

  • The role involves managing high-touch client relationships, which may require frequent communication.
    — “Experience managing complex, high-touch client relationships”
  • Remote work is emphasized, but the role requires coordination with internal and external teams.
    — “Partners closely with Producers and internal teams”

How to stand out

  • Highlight specific strategies used to grow and retain executive life and disability accounts.
    — “Develop and execute enrollment, service, and renewal strategies”
  • Emphasize experience with benefits administration platforms and Microsoft Office.
    — “Advanced proficiency in Microsoft Office and benefits administration platforms”
  • Demonstrate knowledge of industry trends and market developments related to employee benefits.
    — “Stay current on industry trends, products, and market developments”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Overseeing the strategy, service, retention, and growth of executive life and disability accounts
  • Leading all phases of the client lifecycle
  • Partnering with Producers on client presentations and growth initiatives
Typical background
7+ years of employee benefits account management experience

Skills & requirements

Required

Client Relationship ManagementEnrollment And Service StrategiesAccount Lifecycle ManagementTeam LeadershipComplianceBenefits Administration

Preferred

Multi-life Disability Income Experience

Stack & domain

Employee BenefitsAccount ManagementEnrollmentServiceRenewal StrategiesClient PresentationsProposalsGrowth InitiativesLeadershipTeam CollaborationMicrosoft OfficeBenefits Administration PlatformsConsultativeRelationship-buildingProblem-solvingCommunicationPresentationInsuranceConsulting

About the role

Original posting from Foundation Risk Partners via Greenhouse

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!

Source: Foundation Risk Partners careers (Greenhouse)

Similar roles