Client Advisor Group Benefits-San Diego/Carlsbad CA

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.

Customer Service (Priority Account 40%) : Manages more complex PA Book of Business (BoB) and Stag Producer BoB 50-499 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 (30%) : 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 (15%) : Promote The Hartford's products and services. Project support as directed by the assigned MCE.

Mentoring and support to newly hired CAs. Attends and participates in all mandatory training, meetings, etc. Partners with the S&D Best Practices Team to identify and implement global process solutions.

Implementation Support (15%) : 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 :

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

This role will have a Hybrid work arrangement, with the expectation of working in our Carlsbad California office 3 days per week (Tuesday through Thursday).

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

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