The Hartford Client Relationship Associate, Group Benefits (Southern California) in SANTA ANA, California

Title: Client Relationship Associate, Group Benefits (Southern California)Location: United States-California-Los AngelesOther Locations: United States-California-Carlsbad, United States-California-Santa Ana, United States-California-Los AngelesJob Number: 1801146 RESPONSIBILITIES:


Customer Service (Priority Accounts):

Manages 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 RRM

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

Partners with the S&D 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 CallQualifications:


2-year college degree or equivalent work experience

Minimum of 2 years of Disability and Life Group Benefit experience. 

Strong knowledge of Group Insurance terms, provisions and administration.

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

Must have GBDS Designation


Behaviors at the Hartford

Deliver Outcomes – Demonstrate a bias for speed and execution that serves our shareholders and customers.

Operate as a Team Player – Work together to drive solutions for the good of The Hartford.

Build Strong Partnerships – Demonstrate integrity and build trust with others.

Strive for Excellence – Motivate yourself and others to achieve high standards and continuously improve.


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



* NO AGENCIES PLEASE *Job: Account ManagementPrimary LocationUnited States-California-Los AngelesOther LocationsUnited States-California-Carlsbad, United States-California-Santa Ana, United States-California-Los AngelesScheduleFull-timeJob LevelIndividual ContributorEducation LevelHigh School Diploma/GED (±11 years)Job TypeStandardShiftDay JobEmployee StatusRegularOvertime StatusExemptTravelNoPostingApr 9, 2018, 4:15:17 PMRemote Worker OptionNoThe Hartford is an equal employment and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. The Hartford maintains a drug-free workplace and is committed to building inclusion and leveraging diversity.