Assistant Director, Customer Acquisition, Employee Benefits
The Hartford
full-time
Posted on:
Location Type: Hybrid
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $150,000 per year
Job Level
Lead
About the role
- Lead daily operations for quoting and presale support across 2–499 lives
- Provide people leadership: hire, onboard, coach, and develop a high-performing team; set clear expectations and manage performance with transparency and consistency
- Establish operating routines: weekly huddles, queue management, TAT adherence, and quality controls
- Ensure compliance, accuracy, and timeliness in all quoting activities
- Manage team performance metrics including turnaround time, quality, and responsiveness
- Coach and develop Quote Specialists and Sales Support Consultants
- Expand broker relationships and improve service experience to support growth
- Monitor and drive improvements in process, quote volume, close ratios, and premium won
- Collaborate cross-functionally with Sales & Relationship Management (S&RM), Underwriting, Onboarding, Billing/Commissions, and Product to deliver cohesive pre-sale to install handoffs
- Champion adoption of rating platforms
- Identify and implement automation opportunities to streamline workflows
- Lead readiness and adoption of platform and process transformation
- Redesign processes for future-state efficiency and scalability
- Driving growth through innovation, including new product bundles and cross-sell strategies
- Collaborate with cross-functional partners to penetrate new markets and segments
- Leverage data and analytics to inform decisions and accelerate premium growth.
Requirements
- Bachelor’s degree is preferred or equivalent combination of education and experience
- 5+ years in employee benefits, sales support, underwriting, or pre-sale operations preferred
- 2+ years of prior experience leading leaders required
- Demonstrated strength in stakeholder management, communication, and decision-making in fast-paced environments
- Working knowledge of pre-sale processes, licensing guidelines, and rules of engagement; familiarity with PRISM/Promise/RTQI/THPB a plus
- Ability to analyze performance metrics and lead continuous improvement.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
performance metrics analysisprocess redesignautomation implementationdata analyticspre-sale operationsquote managementquality controlturnaround time managementstakeholder managementemployee benefits
Soft skills
people leadershipcoachingcommunicationdecision-makingteam developmentcollaborationtransparencyconsistencyinnovationrelationship management
Certifications
Bachelor's degreeemployee benefits certificationsales support certificationunderwriting certification