Client Relationship Manager, Employee Benefits

Overview

Serve as the primary relationship leader for a portfolio of Regional or National Account employee benefits clients, partnering with customers, brokers and internal teams to drive satisfaction, retention and growth.

What you'll do

• Manage and retain a defined book of Regional or National Account customers through proactive relationship management, strategic account planning and ongoing service support.
• Serve as the primary customer and broker advocate, coordinating issue resolution across underwriting, claims, billing, implementation, enrollment and tax services.
• Build trusted consultative relationships by understanding business changes, workforce trends, benefits strategies and service needs.
• Lead customer engagement through business reviews, client consultations, plan administration discussions, renewal support and communication on service standards.
• Partner with Sales Executives, Underwriters, Client Consultants and Voluntary Sales teams to support retention, profitability, premium growth, cross-sell and renewals.
• Support implementation and onboarding, including welcome calls, customer training, employer portal onboarding and voluntary benefit enrollment coordination.
• Identify process improvements that enhance customer experience and operational efficiency.
• Support finalist, pre-sale and prospect meetings by demonstrating service capabilities and contributing to tailored customer solutions.

What you'll need

• 3+ years of experience in Group Employee Benefits, supporting and managing client relationships in account management, customer success or client service.
• Group Life & Health License required based on assigned book of business, with ongoing continuing education requirements maintained.
• Group Benefits Disability Specialist designation required within one year of hire.
• Demonstrated ability to manage multiple priorities, build strong client relationships and resolve complex service issues.
• Strong presentation, communication, negotiation and consultative relationship management skills.
• Ability to collaborate effectively across internal and external stakeholder groups.

Nice to have

• Exposure to account management, sales or underwriting.
• Experience supporting Regional and/or National Account customers of varying sizes and complexity levels.

Details

• Location: United States, remote (may be filled as Hybrid or Remote); open to all U.S. time zones.
• Candidates near a Hartford office are expected to work in the office three days per week (Tuesday through Thursday).
• Remote employees may be required to travel to an office or customer site based on business needs.
• Travel approximately 20% of the time.
• Incentive compensation plan paying throughout the year, in addition to base salary.
• This is a future opportunity pipeline role, not an active opening at this time.