Client Relationship Manager
The Hartford
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona • Colorado • United States
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Salary
💰 $80,000 - $120,000 per year
About the role
- 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.
- 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.
Benefits
- Other rewards may include short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementDisability and Life Group Benefitsunderwriting principlesclaims experiencepricing justifications
Soft Skills
communication skillsorganizational skillsdetail orientedrelationship buildingindependent workleadership skills
Certifications
Group Life & Health licenseContinuing Education requirements