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Insurance Relationship Manager Jobs in Boston, MA

Citizens

Private Client Relationship Manager

Franklin, MA · On-site

$83K - $104K/yr

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our ... Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Boston, MA

Insurance Relationship Manager information

See Boston, MA salary details

$30.4K

$87.7K

$152.6K

How much do insurance relationship manager jobs pay per year?

As of Aug 13, 2026, the average yearly pay for insurance relationship manager in Boston, MA is $87,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,900.00 and $114,600.00 per year, depending on experience, location, and employer.

How does an insurance relationship manager typically collaborate with internal teams to address client needs?

Insurance Relationship Managers work closely with underwriting, claims, and product development teams to ensure clients receive tailored solutions and timely service. They act as a communication bridge, relaying client feedback and concerns to the appropriate departments and coordinating responses to complex insurance inquiries. Regular meetings and cross-departmental projects are common, allowing Relationship Managers to advocate for clients while aligning with company policies and goals.

What is the difference between Insurance Relationship Manager vs Insurance Agent?

AspectInsurance Relationship ManagerInsurance Agent
CredentialsTypically requires insurance licenses, certifications in relationship management or salesRequires state-specific insurance licenses
Work EnvironmentCorporate offices, client meetings, account managementFieldwork, client consultations, sales events
Employer & IndustryInsurance companies, financial institutionsIndependent agencies, insurance carriers
Primary FocusMaintaining client relationships, cross-selling, retentionSelling insurance policies, new client acquisition

Insurance Relationship Managers focus on nurturing existing client relationships and ensuring customer satisfaction, while Insurance Agents primarily focus on selling policies and acquiring new clients. Both roles require insurance licenses and operate within the insurance industry, but their daily tasks and objectives differ significantly.

What does an insurance relationship manager do?

An Insurance Relationship Manager is responsible for building and maintaining strong relationships between insurance companies and their clients, which may include businesses, brokers, or individual policyholders. They act as the main point of contact, addressing client needs, resolving issues, and ensuring customer satisfaction. Their role often involves coordinating with internal teams, identifying opportunities for cross-selling or upselling insurance products, and providing expert advice on policy options. Strong communication and problem-solving skills are essential in this position.

What are the key skills and qualifications needed to thrive as an insurance relationship manager?

To excel as an Insurance Relationship Manager, you need a solid understanding of insurance products, sales strategies, and account management, often supported by a bachelor’s degree in business or finance. Familiarity with CRM systems, insurance underwriting tools, and relevant industry certifications like Chartered Insurance Professional (CIP) is typically required. Outstanding interpersonal skills, negotiation abilities, and proactive problem-solving distinguish top performers in this role. These competencies are crucial for building strong client relationships, driving business growth, and ensuring customer satisfaction in a competitive insurance market.

What are popular job titles related to Insurance Relationship Manager jobs in Boston, MA?

For Insurance Relationship Manager jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Insurance Relationship Manager jobs in Boston, MA look for?

The top searched job categories for Insurance Relationship Manager jobs in Boston, MA are:

What cities near Boston, MA are hiring for Insurance Relationship Manager jobs?

Cities near Boston, MA with the most Insurance Relationship Manager job openings:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $87,677 per year, or $42.2 per hour.

Relationship Manager (Waltham, MA)

Mercer Advisors

Boston, MA • Hybrid

Full-time

Posted 24 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions for this role include:

Client Experience Oversight

  • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards.
  • Manage service workflows and client touchpoints to ensure timely and accurate execution.
  • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
  • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
  • Other duties as assigned.

Advisor Partnership & Practice Management

  • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
  • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols.
  • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
  • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.

Growth & Retention Support

  • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
  • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
  • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Knowledge, Skills, and Abilities:

    • Strong understanding of wealth management processes and service models.
    • Proven ability to manage complex client relationships and resolve issues effectively.
    • Leadership and mentoring experience within a team environment.
    • Excellent communication, organizational, and problem-solving skills.
    • Proficiency in CRM systems and workflow management tools.
    • Strategic thinker and strong ability to influence and collaborate across teams.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$59,500—$70,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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