Client Relationship Manager, Employee Benefits

The Hartford

. Manage a defined book of business consisting of Regional Account customers with 500–4,999 lives .

Posted 11/5/2026full-timeUnited StatesJuniorMid-Level💰 $80,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing a book of business for Regional Account customers, focusing on Disability and Life Group Benefits. Proficient in client relationship management, strategic planning, and effective communication to drive business growth and retention.

Highest-signal resume keywords

Disability And Life Group Benefits ExperienceAccount ManagementGroup Life & Health LicenseMS Office ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementStrategic PlanningEnrollment CoordinationProcess ImprovementUnderwriting Principles

Soft Skills

Excellent Communication SkillsHighly OrganizedDetail OrientedAbility To Build RapportLeadership Skills

Tools & Technologies

MS OfficeOutlookWordExcelPowerPoint

Certifications & Qualifications

Group Life & Health License

Industry Keywords

Book Of BusinessClient StewardshipCorporate LandscapeRenewal ProcessContinuous Education

About the role

Key responsibilities & impact

Manage a defined book of business consisting of Regional Account customers with 500–4,999 lives
Retain and grow the assigned book of business
Proactively support clients through interactions including stewardship meetings
Develop and execute book-of-business strategies aligned with organizational initiatives, profitability and persistence targets, segment requirements, and customer needs
Monitor clients’ changing benefits, HR needs, and corporate landscape
Identify and coordinate annual enrollment activity and communication requirements
Identify and pursue opportunities for new or increased lines of coverage with the Regional Account Executive
Educate and develop relationships with brokers and their staff
Drive the renewal process with the Regional Account Executive, Underwriter, and other business partners
Serve as the primary liaison among customers, producers, and internal partners
Identify and implement process improvements
Communicate basic underwriting principles, claims experience, and pricing justifications to producers and customers

Requirements

What you’ll need

2+ years of Disability and Life Group Benefits experience, with emphasis on account management preferred
Must obtain and maintain the Group Life & Health license within 60 days
Must complete applicable Continuous Education requirements
Ability to facilitate meetings and/or present to groups of varying sizes
Proficient in MS Office, including Outlook, Word, Excel, and PowerPoint
Excellent verbal and written communication skills
Highly organized and detail oriented, with ability to manage multiple priorities
Ability to build rapport and develop and maintain strong relationships with internal and external partners
Ability to work independently
Good leadership skills
Frequent travel within the NYS territory required
Must be located in the NY/NJ/CT region