Client Advisor, Employee Benefits - Minneapolis
About The Position
We’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. We are seeking a customer‑focused Priority Business Client Advisor to support a Book of Business of 100–499 lives within our Minneapolis, MN market. In this role, you’ll serve as the primary contact for complex service needs, billing and claims inquiries, eligibility and EOI support, renewal coordination, post-implementation activities and customer education on Hartford tools and processes. You will also manage plan changes, acquisitions, onboarding activities, and provide both virtual and in‑person training when needed. You’ll partner closely with the Regional Account Executive to drive retention, growth opportunities, and strategic account initiatives while promoting Hartford products and services. This role also supports ongoing development activities, maintains required licensing, participates in team training, and contributes to process improvements.
Requirements
- Candidate must reside within the Minneapolis MN market to be considered with the ability to work hybrid in our Bloomington, MN office.
- Minimum of 2 years of experience in Disability and Life Group Benefits
- Strong knowledge of group insurance terminology, provisions, and administrative practices
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Excellent verbal and written communication skills, including the ability to present to customers
- Ability to effectively communicate The Hartford’s value proposition and market differentiators
- Highly organized, detail‑oriented, and skilled at managing multiple priorities
- Proven ability to build and maintain strong internal and external partnerships
- Ability to work independently and manage calendar and email workflow proactively
- Some travel may be required
Responsibilities
- Manage a Priority Business (PB) Book of Business (BoB) of 100–499 lives.
- Serve as the primary contact for complex service inquiries and renewal coordination.
- Billing inquiries
- Claims inquiries
- Premium lapse and reinstatement support
- Eligibility file feed coordination
- Evidence of Insurability (EOI) education
- Redirecting to the Customer Solutions Center (CSC) when appropriate
- Conducting customer education on Hartford tools, administrative services, and guidelines
- Providing virtual and face‑to‑face training to customers when needed
- Processing plan changes, BOR changes, acquisitions, and other policy‑level activities
- Coordinating renewal tracking and the communication process
- Partner with the Account Executive to develop proactive account strategies, identify Add‑Issue opportunities, and execute growth plans.
- Promoting The Hartford’s products and services
- Supporting Relationship Management strategic priorities focused on retention, BoB growth, and optimizing customer administrative engagement
- Participating in assigned projects as directed by the Manager, Customer Experience (MCE)
- Maintain an active resident-state Producer license, ensuring all continuing education requirements are completed timely
- Attend and participate in mandatory training, team meetings, and development sessions
- Collaborate with the Priority Business Customer Experience Best Practices Team to identify and implement process improvements
- Reviewing booklets and invoices for accuracy
- Conducting Welcome Calls, including employer portal demonstrations and EOI rule explanations
- Establishing a positive relationship with the policyholder
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
