Quote Specialist, Employee Benefits

The Hartford•Hartford, CT

1d•Hybrid

About The Position

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. This role accurately and efficiently assesses the benefits needs of new employer groups with 10 to 499 lives, provides knowledgeable responses and requests missing information as required. It analyzes initial Requests for Proposal (RFPs), underwriting guidelines, state requirements and product offerings to identify if an offer can be made; completes and responds effectively to all RFPs by partnering with internal and external business partners.

Requirements

Knowledge of employee benefits products; must be able to review and understand prior carrier booklets.
This position requires an 18-month commitment before being able to post internally for another role.
Understands organizational processes, methods and systems.
Solid working knowledge of products and operational parameters.
Takes Ownership – Takes immediate and independent action, suggests improvements, sets high standards and works hard to achieve them.
Takes initiative – takes immediate and independent action when needed, suggests improvements.
Customer & market segment orientation – conveys a commitment to providing responsive customer service.
Effective writing and communication skills.
Demonstrates effective team relationships across organizational lines.
Collaborates with other members of the organization to deliver results and communicate customer needs.
For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, MiFi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required.

Responsibilities

Accurately and efficiently assesses the benefits needs of new employer groups with 10 to 499 lives, provides knowledgeable responses and requests missing information as required.
Analyzes initial Requests for Proposal (RFPs), underwriting guidelines, state requirements and product offerings to identify if offer can be made; completes and responds effectively to all RFPs by partnering with internal and external business partners.
Proficiency in manual rating for all products sold in PA space (ex: STD, LTD and Life, Voluntary products)
Systematically scrubs data- both RFP, Census and Experience data, for completeness and in accordance with minimum data requirements
Understanding of plan designs to sets up and builds plan designs in the Hartford’s rating platform(s).
Must understand account structure to complete the rating.
Reviews rating reports for accuracy and reasonability; understands variances.
Provides accurate and timely delivery of proposal, meets quality guidelines and turnaround times.
Ensures appropriate information flow to senior team members and to producers, field representatives, and third parties.
Manages work queue, escalates urgent issues to manager and proposes work solutions as necessary.
Proactively maintains case status in systems and assists Regional Account Executive.
Champions continuous improvement and change through identifying, planning and implementing improvements for the team or department.
Participates in special projects which support segment needs and effectively assesses and communicates business impacts.
Adheres to required documentation standards.