Client Advisor - Chicago/Michigan

The Hartford•Troy, MI

3d•$65,280 - $97,920

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. 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. The Hartford has been a proud sponsor of athletes with disabilities since 1994, becoming a founding partner of U.S. Paralympics, a division of the U.S. Olympic Committee, in 2003.

Requirements

Candidate must reside within the Chicago/Michigan market to be considered.
Minimum of 2 years of experience in Disability and Life Group Benefits
College degree preferred.
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

Manages Priority Account (PA) 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 virtual and/or 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 sales 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.
Reviewing booklets and invoices for accuracy
Conducting Welcome Calls, including employer portal demonstrations and EOI rule explanations
Establishing a positive relationship with the policyholder