Client Advisor - Dallas Metroplex

The Hartford•Frisco, TX

1d•Hybrid

About The Position

The Client Advisor - Priority Business manages a Priority Account book of business of 100–499 covered lives within The Hartford’s Group Benefits segment. The role serves as a contact for complex service issues and renewal coordination, and works with the Account Executive to plan proactive account activities, identify add-issue opportunities, and develop and execute growth strategies. The Client Advisor supports customers with service coordination, education on Hartford tools and administrative guidelines, policy-level changes, renewals, and voluntary product activities. The role may include customer training, finalist meetings, presentations, and other project support. The position is hybrid, with three days a week in The Hartford’s Frisco, Texas office and remote work on Mondays and Fridays. The employee must reside in the Dallas Metroplex area and may be required to travel.

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.
Must obtain and maintain a Group Life & Health license; the Life & Health Insurance 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.
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 area and be available to work in the Frisco, Texas office three days per week.
Some travel may be required.

Nice To Haves

Disability and Life Group Benefit experience of at least 2 years.
Strong knowledge of group insurance terms, provisions, and administration.

Responsibilities

Manage a Priority Account book of business of 100–499 lives.
Serve as a contact for complex service issues and coordinate renewals for assigned cases.
Work with the Account Executive to develop proactive account activities, identify add-issue opportunities, and develop and execute growth strategies.
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 Hartford tools, administrative services, and administrative guidelines.
Provide face-to-face customer training or attend finalist meetings when appropriate.
Process plan changes, broker-of-record changes, acquisitions, and other policy-level activity.
Coordinate renewal tracking and communication.
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 and meetings.
Partner with the Sales & Distribution Best Practices Team to identify and implement global process solutions.
Conduct welcome calls.
Deliver customer presentations as needed.
Obtain and maintain the required Group Life & Health license.