Group Benefits, Client Advisor, Priority Business
Salary$65k – $98k
LocationCharlotte, NC; United States - Remote
Work moderemote
Typefull-time
SeniorityMid
Experience2+ yrs
Company size10,000+ people
PostedOct 1, 2026 · 1w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Obtain and maintain the Group Life & Health license
Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
Excellent verbal and written communication skills
Ability to convey The Hartford’s value proposition and differentiators
Highly organized, detail oriented and able to manage multiple priorities
Ability to build rapport and develop/maintain strong relationships
Ability to work independently
Must have or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role
2+ years of Disability and Life Group Benefit experience
Strong knowledge of Group Insurance terms, provisions and administration
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
Skills
MS Office
Outlook
Word
Excel
PowerPoint
About the role
Client Advisor Priority Business - SA08DE
About the company
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:
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Customer Service.
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Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives.
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Contact for complex service issues and renewal coordination for their cases.
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Together with Account Executive, develops pro-active account activities, identifies opportunities for Add-Issue, develops growth strategy and executes the plan.
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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).
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Handle customer education on Hartford tools, administrative services, and administrative guidelines.
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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.
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Partner with Voluntary Support Team for any voluntary activities.
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Promote The Hartford’s products and services.
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Project support as directed by the assigned Manager Customer Experience (MCE).
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Attends and participates in all mandatory training, meetings, etc.
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Partners with the Sales & Distribution Best Practices Team to identify and implement global process solutions.
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Implementation Support.
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Upon notification of sale, send sold case paperwork to Customer/Broker.
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Manage implementation process end-to-end in Promise.
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Partner with Voluntary Support Team for any voluntary activities.
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Completes Booklet and Bill review.
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Conducts Welcome Call Qualifications.
Qualifications:
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Minimum 2 years of Disability and Life Group Benefit experience is preferred.
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Strong knowledge of Group Insurance terms, provisions and administration is preferred.
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As a condition of your employment, you must obtain and maintain the Group Life & Health license…
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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.
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Ability to work independently Some travel may be required.
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Must have or obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role.
*Preferred candidate will reside in Charlotte, NC area, and have the ability to work a Hybrid schedule within the Charlotte office – candidates from all locations will be considered*
Additional information:
The Hartford offers paid training.
This role will have a Hybrid work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) in our Charlotte, NC office location.
As a condition of your employment, you must obtain and maintain the Group Life & Health license.
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
Legal
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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