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Client Advisor Priority Business GB

4 weeks ago

Walnut Creek, California, United States The Hartford Full time

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 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 (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, 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.

Qualifications:

  • Minimum 2 years of Disability and Life Group Benefit experience is preferred.

  • Strong knowledge of Group Insurance terms, provisions and administration is preferred.

  • 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.

Additional information:

Candidates must reside in one of the following locations to be considered – Carlsbad, CA – Los Angeles, CA or Walnut Creek, CA

The Hartford offers paid training.

This role will be Hybrid work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) in one of our offices.

As a condition of your employment, you must obtain and maintain the Group Life & Health license.

For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, MiFi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit http://www.speedtest.net from your personal computer.

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:

$64,480 - $96,720

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us (https://www.thehartford.com/about-us) | Culture & Employee Insights (https://www.thehartford.com/careers/employee-stories) | Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity) | Benefits (https://www.thehartford.com/careers/benefits)

Human achievement is at the heart of what we do.

We believe that with the right encouragement and support, people are capable of achieving amazing things.

We put our belief into action by ensuring individuals and businesses are well protected, and by going even further – making an impact in ways that go beyond an insurance policy.

Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines – from developing the latest technology to creating and promoting our products to evaluating future financial risks.

We're also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it's the right thing to do, and because when our customers, communities and employees succeed, we all do.

About Us (https://www.thehartford.com/about-us)

Culture & Employee Insights (https://www.thehartford.com/careers/employee-stories)

Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity)

Benefits (https://www.thehartford.com/careers/benefits)

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