Job Description

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.

We are seeking a customer‑focused Priority Business Client Advisor to support a Book of Business of 100–499 lives within our New York City – One Penn Plaza office. (Will consider candidates near our CT Home office or our NJ Morristown office)

In this role, you’ll serve as the primary contact for complex service needs, billing and claims inquiries, eligibility and EOI support, renewal coordination, post-implementation activities and customer education on Hartford tools and processes. You will also manage plan changes, acquisitions, onboarding activities, and provide both virtual and in‑person training when needed.

You’ll partner closely with the Regional Account Executive to drive retention, 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.

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 New York, NJ and or CT market to be considered with the ability to work hybrid in One of the following locations - New York City – One Penn Plaza office, CT Home office or our NJ Morristown office.
• 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

Certifications/Licenses (as applicable)

• As a condition of your employment, you must obtain and maintain the Group Life & Health license within 3 months.

This role will have a Hybrid work arrangement. Candidates will have the expectation of working in the New York City – One Penn Plaza office, Connecticut- Home office or our New Jersey Morristown office.

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

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