The Hartford Financial Services Group, Inc. Logo

The Hartford Financial Services Group, Inc.

Client Relationship Manager Chicago, IL / Michigan Market

Posted 9 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
74K-112K Annually
Junior
Remote
Hiring Remotely in United States
74K-112K Annually
Junior
The Client Relationship Manager will collaborate with account executives and underwriters to manage client relationships, ensure effective communication, and oversee the administrative needs of a defined book of business, focusing on customer satisfaction and account growth.
The summary above was generated by AI
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.   

         

We’re in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team. They’re at the center of everything we do – and by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your career here means collaboration, inclusivity, innovative thinking and so much more.

“This opportunity has become available as a result of recent internal promotions. We are proud to foster a culture of growth and advancement within our organization”
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. 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.
  • 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 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.
  • 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.
  • Some travel is required.
  • Ideal candidate will reside in Chicago, IL, or Michigan area – Must be within the Great Lakes Market to be considered.

This role can have a Hybrid or Remote work arrangement.  Candidates who live near one of our offices will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.

For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, MiFi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit http://www.speedtest.net  from your personal computer.

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:

$74,400 - $111,600

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits

Top Skills

MS Office

Similar Jobs

2 Hours Ago
Remote or Hybrid
New York, NY, USA
99K-150K Annually
Mid level
99K-150K Annually
Mid level
Productivity • Sales • Software
As a CRM Account Executive, you will drive CRM sales, manage the full sales cycle, and develop strategies to enhance the product within a growing sales environment.
Top Skills: CRM
2 Hours Ago
Remote or Hybrid
US
115K-140K Annually
Senior level
115K-140K Annually
Senior level
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
Responsible for generating new business opportunities for AI Factory solutions by engaging with clients and account teams, articulating value propositions, and leading sales motions.
Top Skills: Ai InfrastructureAi/Ml ToolsCpuDataGpuKubernetesMlopsSlurmStorage
2 Hours Ago
In-Office or Remote
Chicago, IL, USA
100K-225K Annually
Senior level
100K-225K Annually
Senior level
Fintech
The Sr. Sales Executive is responsible for business development in small group markets and must build relationships with brokers and sponsors, manage sales processes, and meet sales objectives.
Top Skills: Salesforce CRM

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account