Client Relationship Manager, Employee Benefits - Walnut Creek, CA /Seattle, WA Market at Thehartford

You're a seasoned professional with at least 2 years of experience in group benefits, specifically life and disability insurance, and a 4-year degree or equival

Work type: hybrid

Location: Walnut Creek, CA | Seattle WA-601 Union St

Salary: $80,000 – $120,000/yr

Type: Full-time

Summary

You're a seasoned professional with at least 2 years of experience in group benefits, specifically life and disability insurance, and a 4-year degree or equivalent work experience. A Group Life & Health license is a mandatory requirement. **What makes it worth a look...** The Hartford is offering a Senior-level Client Relationship Manager role with an annual base pay range of $80,000 to $120,000. This position is hybrid, requiring 3 days a week in their Walnut Creek, CA or Seattle, WA offices. **You might be a good fit if you...** * Have at least 2 years of experience managing a book of business in group life and disability benefits. * Are proficient with MS Office Suite (Outlook, Word, Excel, PowerPoint). * Possess a Group Life & Health license or can obtain one. * Are adept at managing multiple priorities and working independently.

Job Description

Client Relationship Manager - SA08AE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

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 Seattle, WA Hartford office is seeking a Client Relationship Manager to join our dynamic team –

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.

• 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 in one of the listed areas to be considered: CA and or WA

This role will have a Hybrid work arrangement.  Candidates will have the expectation of working in an office 3 days a week (Tuesday through Thursday).

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$80,000 - $120,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

[About Us](https://www.thehartford.com/about-us) | [Our Culture](https://www.thehartford.com/about-us/corporate-culture) | [What It’s Like to Work Here](https://www.thehartford.com/careers/our-employees) | [Perks & Benefits](https://www.thehartford.com/careers/benefits)

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