Client Relationship Manager - Denver, CO / Scottsdale and/or Phoenix, Arizona

Client Relationship Manager - SA08AE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

The Group Benefits team at The Hartford is actively seeking a highly motivated individual to join our team and contribute to our commitment to excellent customer service.

 
Here, doing things the way they’ve always been done isn’t a part of the job. Here, you’ll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you’ll have any number of opportunities for your career to grow in whatever direction you choose. 

  

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. 

• 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. 

• 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. 

• 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. 

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

• 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. 

• Collaboration with internal business partners to address customer 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.  

• Partner with Voluntary Support Team for any voluntary activities 

• 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. 

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

• 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 de