Client Relationship Manager-Northern California

You are a driven and motivated problem solver ready to pursue meaningful work. You strive to make an impact every day & not only at work, but in your personal life and community too. If that sounds like you, then you've landed in the right place.

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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. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis.

Presale/Add Issue Submissions:

• Partners with Regional Account Executive and Underwriting on plan design and rate negotiations for Add Issue business in Group Benefits
• Actively supports pre-sale / finalist activities in conjunction with internal business partners.  This includes occasional travel to participate in finalist meetings, typically on short notice.   

Implementation:

• Partners with Implementation Team and Regional Account Executive on data gathering process, including attending calls.
• Attends face-to-face meetings.
• Partners with Implementation Team to set appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration.
• Partner with Voluntary Support Team for any voluntary activities
• Completes Booklet and Bill review
• Conduct EmployerView onboarding
• Conducts Welcome Call
• Provide Plan Administration review to Employers including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc.  

Ongoing Service:

• Sets appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration.

• Review First Time Claim Report to ensure that Tax reporting is correct.  As needed, coordinate execution of a revised tax services agreement. 

• Effective Customer Service Administration / Issue resolution (liaison with underwriting, claims, billing, etc.). Coordinates the day-to-day service and administrative requirements by effectively assessing customer concerns, networking with the appropriate resources and providing creative solutions to customer needs. Effectively utilizes support staff and HO customer service resources when appropriate. 

• Effective Pro-Active Customer / Broker Interface. Effectively plans for and schedules meetings with clients with a specific pro-active agenda. Promotes Value Added Services and new products, services and offerings. Ensures contract features and benefits meet client's ongoing needs and administrative procedures. 

• Makes recommendations for change where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape (mergers & acquisitions). 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.

• Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers.  This includes stewardship meetings with customers based on each customer’s preference and needs, which is typically 1 – 4 times per year.  

• Collaboration with internal business partners to address customer needs.

• Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, and individual customer’s needs.

• 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, underwriter, voluntary sales manager and internal business partners to ensure customer needs are addressed, bringing in the right resources at the right time.  This includes keeping the Regional Account Executive informed, engaging them as needed.

• Partner with Voluntary Support Team for any voluntary activities

• Proactively participates in Strive initiatives.

• Maintains all areas of the customer specific records in the appropriate systems. Maintains all appropriate case correspondence and relevant account management information, per the Document Management guidelines.

• Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base, and takes action as appropriate. 

• Aggressively looks for cross-selling and other relationship opportunities within GB and throughout Hartford Financial Services.

• Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers

• At least once annually and each time there is a new Employer Benefits/HR Contact, provide Plan Administration review to Employers including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc.

• Consults with customers to manage ongoing changes to reporting that align with our standard offering.  Works with business partners to implement eligibility feeds and then helps facilitate ongoing issue resolution and file feed changes.

• Participates in special projects which support organizational needs, effectively assessing and communicating business impacts.

• Attends and participates in all mandatory training, meetings, etc. 

Qualifications

• Minimum 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.
• Must complete ongoing Continuing Education requirements in a timely manner to maintain license(s). 
• 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.  Will include presentations to Customers.
• Ability to convey The Hartford’s value proposition and differentiators in the marketplace.
• 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
• Group Benefits Disability Specialist designation would be a plus.
• Demonstrates good leadership skills 

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:

$72,320 - $108,480

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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Client Relationship Manager - SA08AE

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