Client Relationship Manager - Houston / Dallas

Reposted 10 Days Ago
Be an Early Applicant
2 Locations
In-Office
80K-120K Annually
Junior
Fintech • Payments • Financial Services
The Role
Manage a defined book of business with regional account customers, focusing on client retention and growth through proactive support and strategy execution.
Summary Generated by Built In
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 Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent.  We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive.

Our Houston, TX office (or Dallas /Frisco) is seeking a Client Relationship Manager to join our dynamic team –

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.
  • Demonstrates good leadership skills.
  • Ability to build rapport and develop/maintain strong relationships with internal/external partners.
  • Ability to work independently.
  • Ability to travel as needed.

*Must reside in one of the listed areas to be considered: Houston and or Dallas area*

This role will have a Hybrid work arrangement.  Candidates will have the expectation of working in an office 3 days a week (Tuesday through Thursday).

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

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

Excel
MS Office
Outlook
PowerPoint
Word
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Hartford, Connecticut
20,002 Employees
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

Similar Jobs

Boeing Logo Boeing

Operations Manager

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
San Antonio, TX, USA
170000 Employees
112K-152K Annually

Boeing Logo Boeing

Maintenance, Repair and Overhaul Manager

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
Dallas, TX, USA
170000 Employees
80K-120K Annually

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Cashier III

eCommerce • Fashion • Other • Retail • Sales • Wearables • Design
Hybrid
Cypress, TX, USA
16000 Employees
15-20 Hourly

Boeing Logo Boeing

Senior Environment, Health, and Safety Leader

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
San Antonio, TX, USA
170000 Employees
158K-240K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account