Client Relationship Manager, Employee Benefits

The Hartford•Walnut Creek, CA

3d•$80,000 - $120,000•Hybrid

About The Position

The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive. Our Walnut Creek, CA and or Seattle, WA office is seeking a Client Relationship Manager to join our dynamic team – Must be within market to be considered. As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. Your primary role is to retain and grow your book of business. This is accomplished through the following: Proactively support your clients through various interactions including stewardship meetings based on each customer’s needs. Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer’s needs. Make recommendations for changing where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Identifies and coordinates annual enrollment activity/communication requirements. Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive. Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff. Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate. Primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time. Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate. Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers.

Requirements

A minimum of 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred.
4-year college degree preferred or equivalent work experience.
As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements.
Ability to facilitate meetings and/or present to groups of varying sizes.
Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint.
Excellent verbal and written communication skills.
Highly organized, detail oriented and able to manage multiple priorities at once.
Ability to build rapport and develop/maintain strong relationships with internal/external partners.
Ability to work independently.
Demonstrates good leadership skills.
Must reside near the listed office: Walnut Creek, CA and or Seattle, WA

Responsibilities

Manage a defined book of business consisting of Regional Account (500-4,999 lives) customers.
Retain and grow the book of business.
Proactively support clients through various interactions including stewardship meetings.
Develop and execute comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer’s needs.
Make recommendations for changing where appropriate.
Keep abreast of client's changing benefits/HR needs/corporate landscape.
Identify and coordinate annual enrollment activity/communication requirements.
Actively support Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive.
Partner with Regional Account Executive to educate and develop relationships with Brokers and their staff.
Drive the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate.
Serve as the primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time.
Identify opportunities for process improvement, for the benefit of individual customers and the broader customer base and act as appropriate.
Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers.