Client Relationship Manager - PSG at Hartford Financial Services

Cedar Rapids, Iowa, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Equipment FinancingIndustries

Requirements

Strong external customer relationship ability
Strong internal communication and coordination skills
Ability to understand key client needs or issues
Strong organizational skills to ensure strong delivery
Proven communication skills
Analytical skills
Problem-solving skills
Self-directed
Capacity to be a strong businessperson

Responsibilities

Maintain and enhance relationships with key external clients (emphasis on 5 largest clients)
Ensure continued growth and success of existing client relationships
Effectively onboard new client relationships originated by sales
Gain deep understanding of client’s business and encourage joint projects strategically important to the client
Champion client requests and issues, ensuring efficient and effective solutions
Manage GPSG internal Standard Operating Procedures (SOPs) for each client
Work with GPSG operations team to ensure all client interactions are well documented
Prepare communication plans to keep clients up to date with company developments
Arrange meetings and lead presentations with clients to review relationship status
Facilitate scheduled calls/meetings with clients to ensure servicing standards and expectations are met
Manage onboarding process for new client relationships, including creating and updating documented onboarding plans
Refine onboarding process for long-term scalable solutions
Ensure all onboarding steps are well documented within SOPs
Facilitate scheduled calls/meetings during onboarding to ensure it is on schedule and meeting needs
Utilize internal GPSG client request portal to track and document all client issues and requests
Coordinate with GPSG operations teams to ensure key accounts receive appropriate service levels
Work with operations team to establish policies and standards of service for each department and monitor performance
Update internal teams with important client news and provide regular updates during Hudl meetings
Provide ownership and single point of contact for key client relationships
Build and manage strategic relationships with appropriate counterparts within GPSG client’s business
Occasional travel for strategic partner visits

Skills

Client Relationship Management

Account Management

Customer Service

Business Development

Project Management

Operations Coordination

Standard Operating Procedures

Hartford Financial Services

Insurance and financial services provider

About Hartford Financial Services

Hartford Financial Services provides insurance and financial products designed to protect individuals and businesses. Their offerings include various types of insurance, such as auto, home, and business insurance, as well as retirement and investment solutions. The company focuses on ensuring that clients are safeguarded against risks while also aiming to create a positive impact in the community. Unlike many competitors, Hartford Financial Services emphasizes a commitment to human achievement, striving to support clients in ways that extend beyond traditional insurance coverage. The goal of the company is to empower individuals and businesses to thrive by providing comprehensive protection and contributing to societal well-being.

Hartford, ConnecticutHeadquarters

1810Year Founded

$77.7MTotal Funding

N/ACompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Remote Work Options

Tuition Reimbursement

Risks

AI-driven solutions like HOMEE increase competition in P&C insurance.

Beam Benefits' growth challenges Hartford's market position in employee benefits.

Superscript's funding may disrupt traditional insurance models Hartford relies on.

Differentiation

Hartford is recognized as one of the World's Most Ethical Companies.

The Hartford's critical illness insurance covers a wide range of health conditions.

Partnership with CAPE Analytics enhances Hartford's risk assessment with geospatial intelligence.

Upsides

AI-driven claims management adoption boosts efficiency in insurance processing.

Digital transformation with Beam Benefits simplifies employee benefits processes.

Geospatial intelligence from CAPE Analytics improves risk assessment and underwriting.

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