Senior Relationship Manager
The Coyle Company
The Coyle Company, a boutique life insurance planning firm in Boston, seeks a Client Relationship Manager to oversee the end-to-end new business and underwriting process for ultra-high-net-worth portfolios. You will coordinate with Producers, COO and Case Design, prepare forms, gather requirements, and ensure timely carrier processing while maintaining exemplary client service. You'll interact with clients, advisors and external partners daily, manage annual premium tasks and policy updates, and #J-18808-Ljbffr
Vacancy posted 1 day ago
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