The Hartford · 17 hours ago
Client Relationship Manager - Los Angeles, CA / San Diego, CA
United States
Full-time
Remote
Entry, Mid Level
$74K/yr - $112K/yr
2+ years exp
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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 takes action as appropriate.
Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers.
Qualification
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Required
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.
Must reside in the Los Angeles, California / San Diego, California area to be considered.
Preferred
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.
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
Company
The Hartford
The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1995-12-15IPO
Leadership Team
W
William Holm
Vice President
Recent News
thesaasnews.com
2024-10-30
Company data provided by crunchbase
