Employee Benefits, Quote Specialist

The Hartford

Quote Specialist assessing benefits needs for employer groups of 50-499 lives. Analyzing proposals and rating reports while collaborating with internal and external partners.

Posted 7/17/2026full-timeHartford • Connecticut • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in analyzing Requests for Proposal (RFPs) and manual rating for employee benefits products, ensuring accurate proposal delivery and adherence to quality guidelines. Possesses strong communication skills and the ability to collaborate effectively across teams to meet customer needs.

Highest-signal resume keywords

Insurance Product ExperienceManual Rating ProficiencyRFP AnalysisEffective Communication SkillsCustomer Service Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RFP AnalysisManual RatingPlan Design UnderstandingData ScrubbingProposal DeliveryRating Report ReviewOperational Parameters KnowledgeDocumentation Standards

Soft Skills

OwnershipInitiativeTeam CollaborationCustomer Orientation

Tools & Technologies

PRISM

Industry Keywords

Employee BenefitsInsuranceUnderwriting GuidelinesVoluntary ProductsCensus Data

About the role

Key responsibilities & impact

Accurately and efficiently assesses the benefits needs of new employer groups with 50-499 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
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 set up and build plan designs in PRISM
Must understand account structure in order to complete the rating in PRISM
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

Requirements

What you’ll need

2+ years of Insurance and employee benefits product experience
must be able to review and understand prior carrier booklets
Understands organizational processes, methods and systems
Solid working knowledge of products and operational parameters
Takes Ownership – Takes immediate and independent action
Takes initiative – takes immediate and independent action when needed
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