Boston Mutual Life Insurance · 2 weeks ago
Client Relations Manager
Canton, MA, Canton, MA, US
Full-time
Hybrid
Senior Level
$75K/yr - $122K/yr
5+ years expBoston Mutual Life Insurance is a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. The Client Relations Manager is responsible for managing existing broker relationships and driving re-enrollment growth within workplace benefits clients, ensuring customer satisfaction and long-term growth through strategic account management.
Financial ServicesInsurance
Responsibilities
Develop and execute a strategy to achieve organic and re-enrollment sales results
Build and maintain strong relationships with brokers, agents, enrollment partners within assigned region. Become a trusted advisor with assigned customers
Serve as the primary day-to-day contact for clients, responding to inquiries and providing guidance
Recommend changes in products, service, and policy by evaluating competitive developments, and/or gaps in current benefit offerings
Identify cross-sell and upsell opportunities in partnership with Regional Sales Directors
Complete and submit re-enrollment and new line of coverage proposal requests
Deliver, track and monitor all re-enrollment and proposal activity
Gather and submit sold case materials, and provide support on submissions, re-enrollments, NLOC’s, renewals
Make on-site visits to producers within region at a specific cadence along with the ability to present to groups
Work effectively and collaboratively with Regional Sales Director, ISC, Underwriting and Customer Care counterparts in assigned region
Provide personal attention to high profile or otherwise sensitive producers and policyholder issues
Provide on-going support and problem resolution with primary customers and home office colleagues
Manage routine and ad hoc projects as assigned by the Vice President of Workplace Solutions
Qualification
Required
Bachelor's Degree in Business Administration or equivalent work experience
5+ years of equivalent work experience required; experience in the insurance industry
Possess a strong understanding of all Boston Mutual products, services, administrative and claim platforms and procedures
Excellent interpersonal skills and the ability to effectively build and extend relationships with diverse groups of people including producers, policyholders and employees
Demonstrated ability to work effectively under pressure and within a collaborative team oriented environment
Demonstrated proactive approaches to problem-solving with a strong decision-making capacity; demonstrated ability to take initiative with a 'can do' attitude
Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to context, substance and detail
Excellent written/verbal communication and presentation skills
Highly resourceful team player with the ability to also be self-directed and extremely effective independently
Shows initiative with the ability to create and implement changes that will improve workflow
Some travel and flexibility to work after hours may be required for this position
Preferred
Working knowledge of Boston Mutual Workplace Solutions or related industry products, enrollment systems and administrative processes preferred
Exceptional skills using MS Office
Company
Boston Mutual Life Insurance
Boston Mutual Life Insurance Company
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Grant Ward
President and COO
Recent News
2025-11-19
Company data provided by crunchbase