Group Benefits, Client Advisor, Priority Business

Summary

The Hartford is an insurance company whose Group Benefits segment provides life, disability, and voluntary employee benefit solutions. The Client Advisor will manage a Priority Business book of business, coordinate complex service issues and renewals, support implementations, educate customers, and promote products and services.

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

Skills

• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
• Excellent verbal and written communication skills
• 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
• Must have or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role
• Minimum 2 years of Disability and Life Group Benefit experience is preferred
• Strong knowledge of Group Insurance terms, provisions and administration is preferred

Qualifications

Must Haves

• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
• Excellent verbal and written communication skills
• 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
• Must have or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role

Nice to Haves

• Minimum 2 years of Disability and Life Group Benefit experience is preferred
• Strong knowledge of Group Insurance terms, provisions and administration is preferred

Benefits

• Hybrid work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) in the Charlotte, NC office location
• The Hartford offers paid training
• Short-term or annual bonuses
• Long-term incentives
• On-the-spot recognition