Client Advisor - Chicago/Michigan

etention, growth opportunities, and strategic account initiatives while promoting Hartford products and services.

This role also supports ongoing development activities, maintains required licensing, participates in team training, and contributes to process improvements.

Job Description

Client Advisor:

Customer Service- Priority Business (40%)

Manage a Priority Business (PB) Book of Business (BoB) of 100-499 lives. Serve as the primary contact for complex service inquiries and renewal coordination. Responsibilities include, but are not limited to:

• Billing inquiries

• Claims inquiries

• Premium lapse and reinstatement support

• Eligibility file feed coordination

• Evidence of Insurability (EOI) education

• Redirecting to the Customer Solutions Center (CSC) when appropriate

• Conducting customer education on Hartford tools, administrative services, and guidelines

• Providing virtual and face-to-face training to customers when needed

• Processing plan changes, BOR changes, acquisitions, and other policy-level activities

• Coordinating renewal tracking and the communication process

Strategic Account Support & Growth (30%)

Partner with the Account Executive to develop proactive account strategies, identify Add-Issue opportunities, and execute growth plans. Responsibilities include:

• Promoting The Hartford's products and services

• Supporting Relationship Management strategic priorities focused on retention, BoB growth, and optimizing customer administrative engagement

• Participating in assigned projects as directed by the Manager, Customer Experience (MCE)

Continuing Education (15%)

• Maintain an active resident-state Producer license, ensuring all continuing education requirements are completed timely

• Attend and participate in mandatory training, team meetings, and development sessions

• Collaborate with the Priority Business Customer Experience Best Practices Team to identify and implement process improvements

Onboarding Support (15%)

Following the completion of policy or new line implementation, responsibilities include:

• Reviewing booklets and invoices for accuracy

• Conducting Welcome Calls, including employer portal demonstrations and EOI rule explanations

• Establishing a positive relationship with the policyholder

Qualifications

• 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

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:
$65,280 - $97,920
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age