Jobs · Sales · California

Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA

The Hartford · Carlsbad, CA · 1 mo ago
HybridSales$80k–$120k/yrFull-time

About the role

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. Our Los Angeles, CA and/or San Diego, CA office is seeking a Client Relationship Manager to join our dynamic team.

Responsibilities

  • 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.
  • Makes 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 THE 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 LIASON 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.
  • UNDERSTANDS AND EFFECTIVELY COMMUNICATES 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.

Qualifications

  • 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.
  • 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.

Benefits

This role follows a Hybrid Work Arrangement that includes time spent traveling within your market, working remotely, and collaborating in-office. You can expect to work up to three days per week (Tuesday through Thursday) in one of our office locations, with additional flexibility to work remotely when not in the field.

Pay

The listed annualized base pay range is $80,000 - $120,000. 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.

Schedule

This role follows a Hybrid Work Arrangement that includes time spent traveling within your market, working remotely, and collaborating in-office. You can expect to work up to three days per week (Tuesday through Thursday) in one of our office locations, with additional flexibility to work remotely when not in the field.

Company Information

We believe every day is a day to do right. And that belief has guided us for over 200 years. Showing up for people isn’t just what we do, it’s who we are. We’re devoted to finding innovative ways to serve our customers, communities and employees – continually asking ourselves what more we can do.

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