Strategic Client Relationship Lead, Group Benefits (Hybrid)

The Hartford; Morristown (NJ); Hybrid; USD 80,000 - 120,000; Full time

Job summary

The Hartford is seeking a Client Relationship Manager to manage a defined book of business across NY/NJ/CT, including NYC and New Jersey. The role emphasizes retaining and growing client relationships with regional brokers and underwriters in a hybrid office/remote environment.

Candidates should have 2+ years in Disability and Life Group Benefits, licensing within 60 days, and strong communication as well as leadership skills. Frequent travel is required within the territory.

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.

Responsibilities

• Proactively support clients through stewardship meetings based on customer needs.
• Develop and execute book of business strategies aligned with profitability and persistence targets.
• Identify changes in client benefits/HR needs and coordinate enrollment activities.
• Support growth by pursuing opportunities for new or increased lines of coverage with Regional Account Executive.
• Educate and develop relationships with Brokers and staff in collaboration with the Regional Account Executive.
• Drive the renewal process with Underwriter and Regional Account Executive, engaging other partners as needed.
• Act as the primary liaison between customer, producer and internal teams to address needs.
• Identify opportunities for process improvements for individual clients and broader base.
• Communicate basic underwriting principles, claims experience and pricing justifications.

Skills

Relationship management

Communication skills

Highly organized

Self-motivation

Leadership

Travel flexibility

Tools

MS Office

Outlook

Excel

PowerPoint

Job description

The Hartford is seeking a Client Relationship Manager to manage a defined book of business across NY/NJ/CT, including NYC and New Jersey. The role emphasizes retaining and growing client relationships with regional brokers and underwriters in a hybrid office/remote environment.

Candidates should have 2+ years in Disability and Life Group Benefits, licensing within 60 days, and strong communication as well as leadership skills. Frequent travel is required within the territory.