The Hartford Client Consultant, Group Benefits (East Region) in WASHINGTON, District Of Columbia
Title: Client Consultant, Group Benefits (East Region)Location: United States-New York-BuffaloOther Locations: United States-Connecticut-Hartford, United States-District of Columbia-Washington, United States-Massachusetts-Boston, United States-New York-New York, United States-New Jersey-Morristown, United States-North Carolina-Charlotte, United States-Pennsylvania-Philadelphia, United States-Pennsylvania-PittsburghJob Number: 1800802
The Client Consultant supports the Client Relationship Manager (CRM) roles in servicing their existing accounts by effectively addressing customer inquiries, implementing processes and resolving customer issues. In conjunction with the CRM roles, educates customers on plan administration and processes.
Interacts with internal and external customers (where appropriate), attending regular customer calls, addresses day-to-day service, relationship and general administrative needs/tasks.
Maintains all areas of the customer-specific records in the appropriate systems with particular focus on Salesforce (e.g. Customer Strategy, Retention Risk, Complexity Analysis and TPA Information). In partnership with the CRM roles, maintains all appropriate case correspondence and relevant account management information, per the Document Management guidelines.
Responsible for timely add issue forecasting in Salesforce.com and ongoing adjustments to the forecast; responsible for submission of the production credit event and for monitoring Underwriting sign-off.
Actively supports the renewal process in collaboration with the CRM roles.
Actively supports the CRM roles with our customer’s enrollment and consumer education needs, utilizing the tools and systems available; partners with Enrollment team as needed.
Manages performance guarantee data gathering, reconciliation and customer reporting.
Communicates to appropriate internal disciplines (Claims, Billing, Underwriting, Reporting, Compliance, Product Delivery) ensuring deliverables are met in a timely manner.
Develops administration materials for customer, trains the customer on Employer View, reporting and other plan administration processes.
Assists CRM roles with customer reporting needs by initiating report setup, maintaining report distribution and issue resolution.
Participates in preparation for and potentially attends customer / producer meetings and presentations.
Participates in projects representing Relationship Management, effectively assessing and communicating business impacts.Qualifications:
College degree or equivalent work.
After 1 year in position, Group Life Health Sales license required with GBDS and ongoing CE exposure.
Knowledge of employee benefits products; cursory knowledge of customer financials and group experience.
Understands organizational processes, methods and systems; solid working knowledge of products, and operational parameters.
Proficient with widely utilized Microsoft applications such as Word, Excel and PowerPoint; effective writing and communication skills.
Takes Ownership – Takes immediate and independent action, suggests improvements, sets high standards and works hard to achieve them.
Customer & market segment orientation – conveys a commitment to providing responsive customer service and relationship engagement in support of CRM roles.
Demonstrates effective team relationships across organizational lines. Collaborates with other members of the organization to deliver results and communicate customer needs.
Demonstrates customer / audience "empathy" and understanding.
Ability to manage multiple projects and due dates, prioritizing projects as necessary.
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: National AccountsPrimary LocationUnited States-New York-BuffaloOther LocationsUnited States-Connecticut-Hartford, United States-District of Columbia-Washington, United States-Massachusetts-Boston, United States-New York-New York, United States-New Jersey-Morristown, United States-North Carolina-Charlotte, United States-Pennsylvania-Philadelphia, United States-Pennsylvania-PittsburghScheduleFull-timeJob LevelIndividual ContributorEducation LevelBachelor's Degree (±16 years)Job TypeStandardShiftDay JobEmployee StatusRegularOvertime StatusNon-exemptTravelNoPostingMar 12, 2018, 2:32:29 PMRemote Worker OptionYesThe 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.