Client Advisor - Dallas Metroplex

Hartford; Frisco (TX); Hybrid; USD 65,000 - 98,000; Full time

Benefits offered by this job

Paid training

Hybrid work schedule

Job summary

The Hartford is seeking a Client Advisor for the Dallas Metroplex area with a hybrid schedule in Frisco, TX. You will manage a Priority Account Book of Business (100-499 lives) and handle complex service issues, renewal coordination, and growth opportunities in collaboration with the Account Executive.

You must have a Life & Health license or obtain it prior to BOB assignment, and possess a 2-year degree or equivalent.

Qualifications

• Disability and Life Group Benefit experience preferred.
• Life & Health license required prior to BOB assignment.
• Proficient in MS Office suite.
• Excellent verbal and written communication; ability to present to customers.

Responsibilities

• Manage Priority Account (PB) Book of Business (BOB) 100-499 lives.
• Serve as contact for complex service issues and renewal coordination.
• Collaborate with Account Executive to develop growth strategies and add‑on opportunities.
• Direct requests to the Customer Solutions Center when appropriate and delegate follow‑ups.
• Educate customers on Hartford tools and guidelines; provide training as needed.

Skills

MS Office proficiency

Excellent communication

Highly organized

Relationship building

Education

2-year college degree or equivalent

Tools

MS Office: Outlook, Word, Excel, PowerPoint

Job description

Client Advisor - Dallas Metroplex### Client Advisor - Dallas MetroplexApply: Hybrid: Frisco, TX: Full time: Posted Today: R2627764Client Advisor Priority Business - SA08DEWe’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. The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent.The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis. Responsibilities: * Customer Service (Priority Business).* Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives.* Contact for complex service issues and renewal coordination for their cases.* Together with Account Executive, develop pro-active account activities, identify opportunities for Add-Issue, develop growth strategy and execute 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 or attend a finalist meeting.* 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 Manager Customer Experience (MCE).* Attends and participates in all mandatory training, meetings, etc.* Partners with the Sales & Distribution Best Practices Team to identify and implement global process solutions.* Conducts Welcome Call Qualifications. Qualifications:* Minimum 2 years of Disability and Life Group Benefit experience is preferred.* Strong knowledge of Group Insurance terms, provisions and administration is preferred.* As a condition of your employment, you must obtain and maintain the Group Life & Health license.* 2-year college degree or equivalent work experience.* 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 or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: The Hartford offers paid training. \\*Must reside in the Dallas Metroplex area to be considered & be available to go into our Frisco, TX office on a Hybrid work schedule\\* This role will be a Hybrid work arrangement, with the expectation of working 3 days a week in the Frisco office located at - 3000 Internet Blvd. Suite 600, Frisco, TX 75034. Remote work Mon & Fri - In office Tues – Thurs each week.**Compensation**The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:$65,280 - $97,920Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age