Group Benefits, Client Advisor, Priority Business

The Hartford; Charlotte (NC); Hybrid; USD 65,000 - 98,000; Full time

Job summary

The Hartford is seeking a Client Advisor for Priority Business in Charlotte, NC. In this hybrid role, you’ll manage a Priority Account Book of 100-499 lives, coordinate renewals, and handle complex service issues in collaboration with Account Executives.

You will educate customers on Hartford tools and services, support implementation, and help identify growth opportunities while maintaining strong internal/external relationships.

Qualifications

• Minimum 2 years of Disability and Life Group Benefit experience.
• Life & Health license required.
• Proficient in MS Office (Outlook/Word/Excel/PowerPoint).
• Excellent verbal and written communication skills; able to present to customers.

Responsibilities

• Manage Priority Account Book of Business (BOB) with 100-499 lives.
• Coordinate renewal activities and issue/add-on opportunities with Account Executive.
• Direct complex service issues to appropriate teams and ensure follow-up.
• Provide customer education on Hartford tools, services, and guidelines.
• May deliver face-to-face training to customers.
• Coordinate renewal tracking and communications with clients.

Skills

Disability & Life GB experience

Group Insurance knowledge

MS Office

Communication skills

Organization/detail orientation

Independent work ability

Travel flexibility

Tools

Outlook

Word

Excel

PowerPoint

Job description

Client 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 Priority Business team is looking for a motivated and collaborative individual.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.* 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, 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 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.* 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 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..* 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. **\\*Preferred candidate will reside in Charlotte, NC area, and have the ability to work a Hybrid schedule within the Charlotte office – candidates from all locations will be considered\\*** **Additional information:**The Hartford offers paid training. This role will have a Hybrid work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) in our **Charlotte, NC** office location. As a condition of your employment, you must obtain and maintain the Group Life & Health license. **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 - $97,920