The Hartford Financial Services Group, Inc

Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 2 years in Disability and Life Group Benefits, ideally in account management.
  • 4-year college degree preferred or equivalent experience.
  • Must obtain and maintain Group Life & Health license with Continuing Education.
  • Skilled in facilitating meetings and presenting to diverse groups.
  • Proficient with MS Office Suite (Outlook, Word, Excel, PowerPoint).
  • Exceptional verbal and written communication abilities.
  • Highly organized, detail-oriented, and capable of handling multiple priorities.

Responsibilities

  • Manage a specified book of business for Regional Accounts (500-4,999 lives).
  • Conduct proactive client interactions, including tailored stewardship meetings.
  • Develop and execute strategies for business growth aligned with company goals.
  • Identify client needs and recommend necessary changes in benefits offerings.
  • Collaborate with Regional Account Executive to enhance broker relations.
  • Oversee renewal processes with Regional Account Executive and Underwriter.
  • Serve as the main contact between clients, brokers, and internal teams.

Benefits

  • Hybrid work arrangement with flexibility for remote work.
  • Opportunity for professional growth through ongoing education and training.
  • Engagement in client facing and strategic growth activities.
  • Collaborative environment fostering relationship building with partners.
  • Responsibilities centered on client satisfaction and business development.
Full Job Description
Client Relationship Manager - SA08AE

Our Los Angeles, CA and/or San Diego, CA office is seeking a Client Relationship Manager to join our dynamic team - Must be within market to be considered.

As a Client Relationship Manager, you are 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.

This is accomplished through the following:

  • 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.


Qualifications
  • 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.

*Must reside near the listed office to be considered: Los Angeles, CA and/ or San Diego, CA.

This role follows a Hybrid Work Arrangement that includes time spent traveling within your market, working remotely, and collaborating in-office. You can expect to work up to three days per week (Tuesday through Thursday) in one of our office locations, with additional flexibility to work remotely when not in the field.

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:

$80,000 - $120,000

About The Hartford Financial Services Group, Inc

The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds. Throughout our rich history of more than 200 years, countless businesses and individuals, including Robert E. Lee, Abraham Lincoln and Babe Ruth, have turned to our company for protection. The Hartford celebrated its 200th anniversary in 2010.

The Hartford Financial Services Group, Inc. Careers

Join the esteemed team at The Hartford Financial Services Group, Inc., a leader in investment and insurance, where we offer more than just job opportunities—we provide a platform for professional growth and innovation. As one of the most respected names in the financial services industry, The Hartford is dedicated to fostering a culture of diversity, leadership, and continuous development.

Work You’ll Do

Embark on a career with The Hartford and contribute to our mission of helping customers achieve amazing financial outcomes. You will have the chance to work alongside a team of experts who are not only skilled in their fields but are also passionate about making a difference.

Transform Your Career

At The Hartford, we believe in nurturing talent through comprehensive training programs and robust career development opportunities. Our commitment to professional growth is evident in our dynamic leadership and diversity training programs that prepare you for the future.

Innovate with Us

Innovation is at the heart of everything we do at The Hartford. Join us and bring your unique perspective to help shape the future of financial services. Our collaborative environment encourages creativity and is the perfect place to advance your skills in groundbreaking ways.

Be Part of a Great Team

The Hartford is not just a company; it's a community. We pride ourselves on a workplace culture that upholds the values of inclusivity and teamwork. By joining us, you’ll work on diverse teams that value your insights and encourage networking and mutual support.

Future-Proof Your Career

With a wide range of job opportunities, from internships to full-time positions, The Hartford offers a path for everyone. Whether you’re just starting out or looking to take your career to the next level, we provide the tools and support needed to succeed. Our benefits package is designed to ensure that our team members are well taken care of, not only at work but in all aspects of life.

Explore Job Opportunities and Internships

Whether you're polishing your resume, preparing for an interview, or seeking to enhance your employment experience, The Hartford has a position to match your skills and ambitions. We are continuously hiring and looking for new talent to join our thriving team.

Stay Connected

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Learn more about The Hartford Financial Services Group, Inc
Size
18,500 employees
Market Cap
$24.1 billion
Industry
Net Income
$1.7 billion
Founded
1810
5 Year Trend
+6.5%
Revenue
$20.5 billion
NASDAQ

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