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Client Relationship Associate - Group Benefits

Expired Job

The Hartford San Francisco , CA 94118

Posted 3 months ago

Have you redefined what it means to be a "people person"? Do you pride yourself on your ability to connect with others and build lasting relationships? This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford.

Reporting to the Regional Relationship Manager, this individual will manage a book of business consisting of clients with 50-499 lives and build a rapport with their assigned producer partners and employer groups.


Customer Service (Priority Accounts):

  • Manages Priority Account (PA) Book of Business (BOB) 50-499 Lives

  • Contact for complex service issues and renewal coordination for their cases

  • Together with Account Executive, develops pro-active account activities, identifies opportunities for Add-Issue, develops growth strategy and executes the plan.

  • As appropriate, re-direct requests to the Customer Solutions Center (CSC) and delegate follow-up to Client or Service Consultants (service matters not handled by Customer Service Center, i.e. escalated billing, claim issues, lapse/reinstatement tracking).

  • Handle customer education on Hartford tools, administrative services and administrative guidelines. When appropriate may provide face to face training to Customers. Process plan changes, BOR Changes, acquisitions, and any other policy level activity Coordinate Renewal tracking and communication process.

  • Partner with Voluntary Support Team for any voluntary activities

  • Promote The Hartford's products and services

  • Project support as directed by the assigned Regional Relationship Manager (RRM)

  • Attends and participates in all mandatory training, meetings, etc.

  • Partners with the Sales & Distribution Best Practices Team to identify and implement global process solutions.

Implementation Support:

  • Upon notification of sale, send sold case paperwork to Customer/Broker

  • Manage implementation process end-to-end in Promise.

  • Partner with Voluntary Support Team for any voluntary activities

  • Completes Booklet and Bill review

  • Conducts Welcome Call

  • Minimum 2 years of Disability and Life Group Benefit experience is preferred

  • Strong knowledge of Group Insurance terms, provisions and administration is preferred

  • 2-year college degree or equivalent work experience

  • Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint

  • Excellent verbal and written communication skills. Will include presentations to Customers.

  • Ability to convey The Hartford's value proposition and differentiators in the marketplace.

  • 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 may be required

  • This position will have the opportunity to work remotely, with-in the Houston/Dallas area, but will need to intermittently report into the Houston/Frisco office when needed.
    2 openings to support Seattle and San Francisco markets

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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Client Relationship Associate - Group Benefits

Expired Job

The Hartford