The Hartford · 1 day ago
Client Advisor - Chicago/Michigan
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$65K/yr - $98K/yr
2+ years expThe Hartford is a leading insurance company focused on providing innovative employee benefits solutions. The Client Advisor role involves managing priority accounts, addressing complex service issues, and developing growth strategies to enhance client relationships and service delivery.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
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
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
Qualification
Required
Candidate must reside within the Chicago/Michigan market to be considered
Minimum of 2 years of experience in Disability and Life Group Benefits
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
Preferred
College degree preferred
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
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