Client Relationship Manager, Employee Benefits, New York State Region

The Hartford; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

The Hartford is seeking a Client Relationship Manager to operate in the NY state market from Buffalo to NYC, with travel within NY/NJ/CT. The role focuses on retaining and expanding a defined book of business (500-4,999 lives) and serving as the primary liaison among clients, brokers, and internal partners.

The position offers hybrid work options and requires the ability to manage multiple priorities while delivering outstanding client service and growth across disability and life group benefits.

Qualifications

• 2+ years of Disability and Life Group Benefits experience, emphasis on account management is preferred.
• Must obtain and maintain the Group Life & Health license within 60 days / including CE 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.
• Frequent travel within the NYS territory is required.

Responsibilities

• Proactively support your clients through stewardship meetings.
• 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.

Skills

Group Benefits exp

Education

Group Life & Health license

Tools

MS Office

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.

The Hartford is seeking a Client Relationship Manager to join our dynamic team within our New York state market from Buffalo east to Albany and south to NYC and New Jersey. (Including CT)

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.

Qualifications

• 2+ years of Disability and Life Group Benefits experience, emphasis on account management is preferred.
• As a condition of your employment, you must obtain and maintain the Group Life & Health license within 60 days / including the completion of any Continuous 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.
• Frequent travel within the NYS territory is required.

Candidates must be located in the NY/NJ/CT region; those outside of this region will not be considered. Selected hire who is within a reasonable commuting distance to one of our offices will be hybrid in the office or in market 3 days a week; those outside of commuting distance will be remote.

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