Group Benefits, Client Advisor, Priority Business

Client Advisor Priority Business - SA08DE

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 Priority Business team is looking for a motivated and collaborative individual.

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.

Responsibilities:

• Customer Service.
• 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, 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 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 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.
• Implementation Support.
• Upon notification of sale, send sold case paperwork to Customer/Broker.
• Manage implementation process end-to-end in Promise.
• Partner with Voluntary Support Team for any voluntary activities.
• Completes Booklet and Bill review.
• Conducts Welcome Call Qualifications.