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

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.