Quote Specialist

Quote Specialist - UO09BN

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 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.

As a Quote Specialist you will:

• 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 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 to meet external due dates.
• Must have fundamental proficiency in manual rating for all products sold in this 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.
• Sets up and builds plan designs in The Hartford's rating system.
• Reviews rating reports for accuracy and reasonability; understands variances.
• Provides accurate and timely delivery of proposals, meets quality guidelines and turnaround times.
• Manages work queue, escalates urgent issues to manager and proposes work solutions as necessary.
• Processes rerates as needed and engage others for assistance when needed.
• Proactively maintains case status in systems and assists field partners when needed.
• 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.
• Must be proficient in Excel.

• College degree preferred or equivalent experience with financial ratings preferred.
• 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.
• Collaborate with other members of the organization to deliver results and communicate customer needs.