Client Advisor - Chicago/Michigan
Job Details
- Location:
- Troy, MI
- Category:
- Sales
- Employment Type:
- Full time, Hybrid
- Job Ref:
- R2623916
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.
Responsibilities:
Customer Service (Priority Accounts):
- 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.
- Post-Implementation Support: Reviewing booklets and invoices for accuracy; Conducting Welcome Calls, including employer portal demonstrations and EOI rule explanations; Establishing a positive relationship with the policyholder
Qualifications:
- 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
Certifications/Licenses:
- As a condition of your employment, you must obtain and maintain the Group Life & Health license within 3 months.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$65,280 - $97,920Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us
We believe every day is a day to do right.
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