Group Benefits, Client Advisor, Priority Business

The Hartford•Charlotte, NC

2d•Hybrid

About The Position

The Hartford's Group Benefits Priority Business team is looking for a motivated and collaborative individual. The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis.

Requirements

Minimum 2 years of Disability and Life Group Benefit experience is preferred.
Strong knowledge of Group Insurance terms, provisions and administration is preferred.
As a condition of your employment, you must obtain and maintain the Group Life & Health license.
Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint.
Excellent verbal and written communication skills. Will include presentations to Customers.
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
Some travel may be required.
Must have or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role.

Nice To Haves

Preferred candidate will reside in Charlotte, NC area, and have the ability to work a Hybrid schedule within the Charlotte office – candidates from all locations will be considered

Responsibilities

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.
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