Quote Specialist

Remote, Remote
Full Time
Posted on: October 29, 2022

You are a driven and motivated problem solver ready to pursue meaningful work. You strive to make an impact every day & not only at work, but in your personal life and community too. If that sounds like you, then you've landed in the right place.

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 position is 100% remote.


  • Accurately and efficiently assess the benefits needs of new employer groups with 100-149 lives, provide knowledgeable responses and request missing information as required.
  • Analyze initial Requests for Proposal (RFPs), underwriting guidelines and product offerings to identify if offer can be made; complete and respond effectively to all RFPs by partnering with internal and external business partners.
  • Systematically scrub data include RFP, Census and Experience data, for completeness and in accordance with minimum data requirements
  • Understand plan designs in order to set up and build in PRISM
  • Understand account structure in order to complete the rating in PRISM
  • Review rating reports for accuracy and reasonability; understanding variances
  • Provide accurate and timely delivery of proposal, meeting quality guidelines and turnaround times.
  • Ensure appropriate information flow to senior team members and to producers, field representatives, and third parties.
  • Manage work queue, escalating urgent issues to manager and proposing work solutions as necessary.
  • Proactively maintain case status in systems and assist Regional Account Executive.
  • Champion continuous improvement and change through identifying, planning and implementing improvements for the team or department.
  • Participate in special projects which support segment needs and effectively assess and communicate business impacts.
  • Adhere to required documentation standards.


  • 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.
  • Proficiency in manual rating for all products sold in PA space (ex: STD, LTD and Life, Voluntary products).
  • This position requires an 18 month commitment before being able to post internally for another role.
  • Understanding of 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.
  • Demonstration of effective team relationships across organizational lines.
  • Ability to collaborate with other members of the organization to deliver results and communicate customer needs.


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:

$45,600 - $68,400

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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Quote Specialist - UO09BN

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Quote Specialist

The Hartford

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