Hybrid Client Advisor, Priority Group Benefits

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

Benefits offered by this job

Hybrid work arrangement

Paid training

Job summary

The Hartford in Charlotte, NC seeks a Client Advisor for Priority Business who will manage a 100-499 lives book and partner with the Account Executive to drive growth. You will handle complex service issues, guide renewals, and educate clients on Hartford tools and guidelines while contributing to a strong, collaborative customer experience.

Required: 2+ years in Disability and Life Group Benefits, Life & Health license, and strong MS Office skills.

Qualifications

• Minimum 2 years of Disability and Life Group Benefit experience.
• Strong knowledge of Group Insurance terms, provisions and administration.
• Must obtain and maintain Life & Health license before BOB assignment.
• Proficient in MS Office (Outlook, Word, Excel, PowerPoint).
• Excellent verbal and written communication; able to present to customers.
• Highly organized with ability to manage multiple priorities.

Responsibilities

• Manage Priority Account Book of Business (100-499 lives).
• Develop proactive account activities with Account Executive.
• Coordinate renewals and escalate to Customer Solutions Center when needed.
• Educate customers on Hartford tools and guidelines; provide training as needed.
• Lead end-to-end implementation in Promise system.
• Attend mandatory trainings and partner with Sales & Distribution teams.
• Conduct Welcome Calls and promote Hartford products and services.

Skills

MS Office

Verbal & written comms

Relationship building

Independent work

Travel flexibility

Education

Life & Health license

Tools

MS Office Suite

Job description

The Hartford in Charlotte, NC seeks a Client Advisor for Priority Business who will manage a 100-499 lives book and partner with the Account Executive to drive growth. You will handle complex service issues, guide renewals, and educate clients on Hartford tools and guidelines while contributing to a strong, collaborative customer experience.

Required: 2+ years in Disability and Life Group Benefits, Life & Health license, and strong MS Office skills.