Client Relationship Manager

Boston, United States | Posted on 08/05/2026 We provide insurance planning and life insurance solutions for estate, income tax and asset preservation. Whether our clients are looking to transfer a business to their children, provide liquidity when needed or fulfill philanthropic goals, we listen to our clients’ wishes, then leverage our deep experience and knowledge to structure insurance solutions that are tailored specifically to their needs. Job Description The Coyle Company is a boutique life insuranceplanning firm that specializes in designing and managing sophisticated lifeinsurance portfolios that help ultra-affluent families distribute their wealthas they intend. The Client Relationship Manager will assume responsibility foroverseeing the end-to-end new business and underwriting process, from initialengagement to case placement. Core responsibilities encompass meticulouslypreparing and processing application forms, managing all associatedrequirements, facilitating prompt and accurate processing by carriers, andmaintaining open and consistent communication with all relevant stakeholdersthroughout the underwriting process. Additionally, this role willprovide comprehensive client service support for in-force policies whenrequired. The CRM will partner with Producers, COO and Case Design in managingthe underwriting and service needs of Ultra High Net Worth FamilyRelationships. The CRM will interact directly with clients, advisors andexternal partners daily to provide efficient, effective and proactive serviceto clients. Responsibilities Maintain the confidentiality of client information at all times. Take proactive measures to effectively manage both informal inquiries and formal applications within the firm on a daily basis. Initiate the necessary processes to obtain underwriting-related requirements, such as attending physician statements and medical exams, by coordinating with medical providers and vendors. Utilize advanced technology systems to accurately input and document client information and data throughout the insurance application processing. Conduct thorough reviews, analysis, and interpretation of medical, financial, and other pertinent information obtained during the life insurance application process, providing valuable guidance to ensure the case progresses in the appropriate direction. Act as a liaison between the life insurance carriers and the Producers on behalf of applicants and communicate with Producer & COO to provide case status and strategize on planning. Proactively engage with clients to obtain outstanding requirements, assist in completing forms, and schedule necessary examinations and appointments. Serve as an advocate for clients during negotiations with insurance carriers, striving to secure the most favorable and competitive risk assessment outcomes. Maintain regular and transparent communication with internal and external stakeholders, while accurately updating internal database and file systems. Drive the implementation of best practices and operational procedures to enhance ongoing improvements and operational efficiencies. Assess each client's unique circumstances to help identify the most suitable insurance carrier options, ensuring the best course of action is pursued. Facilitate transition of client from underwriting to service in collaboration with COO and Case Design. Maintain existing client relationships by providing timely, accurate, and professional client service: Ensure thorough understanding of client’s portfolio via discussion with Producers, Case Design and COO. Act as primary point of contact for clients and/or their advisors for all inquiries and service requests. In collaboration with team, research, resolve, and respond to all inquiries in a timely, professional manner. Provide ongoing services including processing of annual premium payments, ownership & beneficiary changes, trustee changes, conversions, address changes, loans, assist with IFL requests as needed. Provide annual trust administration services for clients, where applicable. Update administrative databases with all client and policy information, ensuring communication with Producers and COO of significant changes. Ensure compliance requirements are met for variable policies through ongoing training and reporting. Generate and distribute accurate year-end reports. Participate in client/advisor meetings as needed. Requirements BS/BA with 3+ years of experience in the financial services industry. Experience with a multi-carrier environment and managing complex cases with high-net-worth individuals is preferred. Willingness to obtain and maintain Series 6 and 63 licenses Ability to understand and assess common medical terminology and interpret medical information, and records for initial underwriting offers. Ability to review, identify and address abnormal answers or findings. Strong customer service and interpersonal skills. Excellent verbal and written communication skills. Ability to work independently and as a member of a team. Time management and ability to handle multiple tasks in a fast-paced environment. Proven analytical, problem-solving and decision-making skills. Willing to enhance education through training and industry education. Proficiency in Microsoft Office Suite, PDF software, and database systems The Coyle Company supports all team members through a comprehensive suite of benefits and perks, including: Medical Vision Disability Life 401k with match HRA Community engagement/volunteer opportunities The Coyle Company is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. We believe strongly in fair hiring practices and in creating a welcoming environment for all team members. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Diversity drives innovation; inclusion drives success. We believe a multitude of approaches and ideas enable us to deliver the best results for our workforce, workplace, and clients. The Coyle Company is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment and activities. Disclosures Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, MemberFINRA /SIPC . The Coyle Company is independently owned and operated. The Coyle Company is a member of M Financial Group. Please go tomfin.com/DisclosureStatement.htm for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating tomfin.com/m-securities. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #J-18808-Ljbffr The Coyle Company