The Hartford · 17 hours ago
Client Advisor Priority Business- Group Benefits-Dallas TX
Frisco, TX
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $98K/yr
2+ years expThe Hartford is a leading insurance company specializing in life and disability insurance. The role of Client Advisor involves managing a portfolio of priority business accounts, addressing complex service issues, and promoting The Hartford's products and services to clients.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
Responsibilities
Customer Service (Priority Business)
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, identify 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 or attend a finalist meeting
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
Conducts Welcome Call Qualifications
Qualification
Required
As a condition of your employment, you must obtain and maintain the Group Life & Health license
2-year college degree or equivalent work experience
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
Preferred
Minimum 2 years of Disability and Life Group Benefit experience
Strong knowledge of Group Insurance terms, provisions and administration
Benefits
Paid training
Company
The Hartford
The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1995-12-15IPO
Leadership Team
Christopher Swift
Chief Executive Officer
Recent News
2025-12-09
2025-12-08
EIN Presswire
2025-12-02
Company data provided by crunchbase