Client Advisor - Dallas Metroplex

The Hartford•Frisco, TX

3d•$65,280 - $97,920•Hybrid

About The Position

The Client Advisor manages a Priority Business book of business covering accounts with 100–499 covered lives. The role serves as a contact for complex service issues and renewal coordination, and works with the Account Executive to develop proactive account activities, identify add-issue opportunities, and plan and execute account growth strategies. The Client Advisor promotes The Hartford’s products and services and provides customer education on company tools, administrative services, and guidelines. The role may include face-to-face customer training or attending finalist meetings. The position processes plan and broker-of-record changes, acquisitions, and other policy-level activity, and coordinates renewal tracking and communications. It partners with the Voluntary Support Team and internal service teams, supports projects as assigned, contributes to process-improvement initiatives, conducts Welcome Call Qualifications, and participates in required training and meetings. This is a hybrid role for someone residing in the Dallas Metroplex, with three days each week in The Hartford’s Frisco, Texas office (Tuesday through Thursday) and remote work on Monday and Friday. Some travel may be required. The Hartford offers paid training. The annualized base pay range is $65,280–$97,920; actual pay may vary. Other compensation may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition.

Requirements

At least 2 years of Disability and Life Group Benefit experience is preferred.
Strong knowledge of Group Insurance terms, provisions, and administration is preferred.
Obtain and maintain a Group Life & Health license as a condition of employment; the license must be obtained before being assigned a book of business and maintained while in the Client Advisor role.
Two-year college degree or equivalent work experience.
Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Excellent verbal and written communication skills, including the ability to present to customers.
Ability to convey The Hartford’s value proposition and differentiators in the marketplace.
Highly organized and detail-oriented, with the ability to manage multiple priorities.
Ability to build rapport and develop and maintain strong relationships with internal and external partners.
Ability to work independently.
Must reside in the Dallas Metroplex and be available to work a hybrid schedule in the Frisco, Texas office.

Nice To Haves

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

Responsibilities

Manage a Priority Business book of business for accounts with 100–499 lives.
Serve as a contact for complex service issues and coordinate renewals.
Work with the Account Executive to develop proactive account activities, identify add-issue opportunities, create growth strategies, and execute plans.
Redirect requests to the Customer Solutions Center when appropriate and delegate follow-up to Client or Service Consultants for service matters not handled by the center, such as escalated billing, claim issues, and lapse or reinstatement tracking.
Educate customers on The Hartford’s tools, administrative services, and administrative guidelines; provide face-to-face training or attend finalist meetings when appropriate.
Process plan changes, broker-of-record changes, acquisitions, and other policy-level activity.
Coordinate renewal tracking and communications.
Partner with the Voluntary Support Team on voluntary activities.
Promote The Hartford’s products and services.
Provide project support as directed by the assigned Manager Customer Experience.
Attend and participate in mandatory training, meetings, and other required activities.
Partner with the Sales & Distribution Best Practices Team to identify and implement global process solutions.
Conduct Welcome Call Qualifications.