Client Relationship Manager
| Company | Hartford Financial Services |
|---|---|
| Location | Seattle, WA, USA |
| Salary | $74400 – $111600 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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 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.
Responsibilities
- Proactively support your clients through various interactions including stewardship meetings based on each customer’s needs.
- Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, and individual customer’s needs.
- Makes recommendations for change 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.
Preferred Qualifications
- 4-year college degree preferred or equivalent work experience.