Client Advisor Priority Business, Employee Benefits

The Hartford•Morristown, NY

12d•Hybrid

About The Position

We are seeking a customer-focused Priority Business Client Advisor to support a Book of Business of 100–499 lives within our New York City – One Penn Plaza office. (Will consider candidates near our CT Home office or our NJ Morristown office) 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 New York, NJ and or CT market to be considered with the ability to work hybrid in One of the following locations - New York City – One Penn Plaza office , CT Home office or our NJ Morristown 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.
As a condition of your employment, you must obtain and maintain the Group Life & Health license within 3 months.

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.
Handle Billing inquiries.
Handle Claims inquiries.
Provide Premium lapse and reinstatement support.
Coordinate Eligibility file feed.
Provide Evidence of Insurability (EOI) education.
Redirect to the Customer Solutions Center (CSC) when appropriate.
Conduct customer education on Hartford tools, administrative services, and guidelines.
Provide virtual and face-to-face training to customers when needed.
Process plan changes, BOR changes, acquisitions, and other policy-level activities.
Coordinate renewal tracking and the communication process.
Partner with the Account Executive to develop proactive account strategies, identify Add-Issue opportunities, and execute growth plans.
Promote The Hartford’s products and services.
Support Relationship Management strategic priorities focused on retention, BOB growth, and optimizing customer administrative engagement.
Participate 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.
Review booklets and invoices for accuracy following policy or new line implementation.
Conduct Welcome Calls, including employer portal demonstrations and EOI rule explanations.
Establish a positive relationship with the policyholder.