Full-Time

Client Advisor

Group Benefits

Updated on 1/27/2025

Hartford Financial Services

Hartford Financial Services

10,001+ employees

Provider of insurance solutions and risk management

Financial Services

Compensation Overview

$65.3k - $97.9kAnnually

+ Bonus + Long-term Incentives + On-the-spot Recognition

Junior, Mid

Utica, NY, USA + 1 more

More locations: New York, NY, USA

Must reside in New York market to be considered; Hybrid work arrangement with 3 days in-office (Tuesday through Thursday).

Category
Insurance
Finance & Banking
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Hartford Financial Services's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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.
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.
Desired Qualifications
  • 2 years of Disability and Life Group Benefit experience is preferred.
  • Strong knowledge of Group Insurance terms, provisions and administration is preferred.
Hartford Financial Services

Hartford Financial Services

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The Hartford provides a variety of insurance solutions for both businesses and individuals. It offers products such as property and casualty insurance, group benefits, and mutual funds. The company focuses on small to medium-sized businesses, creating customized insurance policies that address risks like liability, property damage, and workers' compensation. For individual clients, The Hartford provides personal insurance options, including auto and home insurance. The company generates revenue by underwriting insurance policies and collecting premiums, while also investing these premiums to earn additional income. What sets The Hartford apart from its competitors is its strong emphasis on customer service and its commitment to helping clients effectively manage their risks.

Company Stage

N/A

Total Funding

$119.9M

Headquarters

Hartford, Connecticut

Founded

1810

Simplify Jobs

Simplify's Take

What believers are saying

  • Tracey Ant's appointment may drive growth in Middle & Large Commercial segments.
  • Enhanced product offerings attract a broader range of business clients with customizable solutions.
  • Digital transformation provides a competitive advantage in the small commercial insurance sector.

What critics are saying

  • Increased competition from startups like Coterie offering flexible, tech-driven insurance solutions.
  • Doug Elliot's retirement may lead to transitional challenges and strategic shifts.
  • Focus on addiction training may divert resources from more profitable ventures.

What makes Hartford Financial Services unique

  • The Hartford leads in digital capabilities for small commercial insurance, recognized for four years.
  • Partnership with Yale enhances reputation in addressing opioid crisis through specialized training.
  • Enhanced Property and General Liability products offer customizable, scalable solutions for businesses.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Remote Work Options

Tuition Reimbursement