Client Relationship Manager – Employee Benefits

The Hartford

Client Relationship Manager managing a defined book of business in employee benefits. Retaining and growing client accounts while collaborating with internal teams to address needs and improve processes.

Posted 5/20/2026full-timeWalnut Creek • California, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.

ATS Keywords

✓ Tailor your resume

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 license