Plan Manager job in boston area

Established wealth management and financial services firm is adding a Customer Service Plan Manager to their team. The Plan Manager is responsible for implementing and administering the overall client plan. This includes supporting the approval, issuance, and delivery of insurance policies as well as monitoring and evaluating the client’s insurance portfolio. The Plan Manager will act as the primary liaison with clients and their advisors during the underwriting process as well as interact with producers and plan designers on a continuous basis. Providing high quality client service is essential. Knowledge of life insurance underwriting is a plus.