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Client Relationship Manager, Employee Benefits

Hartford Financial

RemoteUnited States - RemoteMid
Sign in to applyVerified 2h ago
Location
United States - Remote
Work model
Remote
Level
Mid
Posted
Sep 2, 2026

About this role

Sr Client Relationship Mgr GB - SA08HE 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.           Senior Client Relationship Manager (Regional & National Accounts) ***FUTURE OPPORTUNITY- While this position is not an active opening at this time, we are building a pipeline of talented professionals interested in future opportunities within The Hartford's Employee Benefits Sales organization. Qualified candidates who apply may be contacted to discuss their background, career interests, and potential future opportunities that align with their experience and our business needs. *** The Hartford's Employee Benefits Group is seeking a customer-focused and strategic Client Relationship Manager (CRM) to serve as the primary relationship leader for a diverse portfolio of Regional and National Account clients. In this highly visible role, you will partner with customers, brokers, Account Executives, Underwriters, and internal business teams to deliver exceptional service, drive customer satisfaction, support retention and growth objectives, and ensure the successful execution of employee benefits programs. This role manages a defined book of business from implementation through ongoing account management, serving as a key partner in customer satisfaction, persistency, growth, profitability, and pre-sale/finalist activities. The CRM acts as a trusted advisor to clients and brokers while coordinating resources across the organization to deliver exceptional customer experience.

Key Responsibilities

Ongoing Account Management & Service Manage a defined book of business consisting of Regional and National Account customers, including virtual and in-person client meetings based on customer needs. Partner with Client Consultants and internal service teams to support ongoing service-related matters and issue resolution. Serve as the primary customer advocate by coordinating solutions across underwriting, claims, billing, implementation, enrollment, tax services, and other business partners. Establish clear expectations with customers and brokers regarding contract provisions, administrative processes, and service standards. Conduct annual reviews of Tax Services and coordinate updates to tax service agreements as needed. Drive proactive customer and broker engagement through strategic account planning, scheduled business reviews, and client consultations. Promote value-added services, product enhancements, and cross-sell opportunities that support customer needs and business growth objectives. Maintain awareness of customer business changes, workforce trends, acquisitions, organizational changes, and benefits strategies that may impact service delivery. Coordinate annual enrollment activities, communication strategies, and administrative requirements. Support growth and retention objectives by identifying opportunities for expanded coverage and collaborating with Account Executives and Voluntary Account Executives. Build and strengthen broker relationships while serving as a trusted benefits consultant. Develop and execute book of business strategies aligned to profitability, retention, customer satisfaction, and organizational goals. Lead the renewal process in partnership with Account Executives and Underwriters. Serve as the primary liaison between customers, brokers, voluntary sales teams, underwriting, and internal business partners. Maintain accurate customer records and documentation in accordance with enterprise document management standards. Identify process improvement opportunities that enhance customer experience and operational efficiency. Communicate underwriting concepts, claims experience, pricing rationale, and benefit plan considerations effectively

Listing verified 2h ago. Applications go through the company's official careers site.

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Client Relationship Manager, Employee Benefits at Hartford Financial, United States - Remote | Yoinka