Client Relationship Manager, Employee Benefits, New York State Region

The Hartford•Morristown, NJ

2d•Hybrid

About The Position

The Hartford is seeking a Client Relationship Manager to manage a defined book of Regional Account customers with 500–4,999 covered lives in its New York State market, spanning Buffalo to Albany and south to New York City and New Jersey, including Connecticut. The primary focus is retaining and growing the book of business by supporting clients, developing account strategies, coordinating renewals and enrollment activities, and identifying opportunities for additional coverage. The role serves as a primary liaison among customers, producers, and internal partners. Candidates must be located in the NY/NJ/CT region. Employees within a reasonable commuting distance of a company office will work hybrid—in the office or in the market—three days per week; those beyond commuting distance will work remotely. Frequent travel within the New York State territory is required.

Requirements

At least 2 years of Disability and Life Group Benefits experience; account-management emphasis is preferred.
Obtain and maintain a Group Life & Health license within 60 days of employment and complete applicable continuing education requirements.
Ability to facilitate meetings and present to groups of varying sizes.
Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Excellent verbal and written communication skills.
Highly organized and detail-oriented, with the ability to manage multiple priorities.
Ability to build rapport and develop and maintain strong relationships with internal and external partners.
Ability to work independently.
Demonstrated leadership skills.
Frequent travel within the New York State territory is required.
Must be located in the NY/NJ/CT region; candidates outside the region will not be considered.

Responsibilities

Proactively support clients through interactions, including stewardship meetings tailored to customer needs.
Develop and execute book-of-business strategies aligned with organizational initiatives, profitability and persistence targets, segment requirements, and customer needs; recommend changes when appropriate.
Stay informed about clients’ changing benefits and HR needs and corporate landscapes.
Identify and coordinate annual enrollment activities and communication requirements.
Support book-of-business growth by identifying and pursuing opportunities for new or increased lines of coverage with the Regional Account Executive.
Partner with the Regional Account Executive to educate and develop relationships with brokers and their staff.
Drive the renewal process with the Regional Account Executive and Underwriter, engaging other business partners as appropriate.
Act as the primary liaison among customers, producers, and internal partners to address customer needs and bring in appropriate resources.
Identify and act on process-improvement opportunities for individual customers and the broader customer base.
Communicate basic underwriting principles, claims experience, and pricing justifications to producers and customers.