ERISA Associate Account Manager – Hybrid @ Hartford Financial Services Group

Job Information

Job Description:


  • Build rapport and maintain positive relationships with potential and existing producers, understanding their clients’ individual needs, personalizing a solution of value, and creating a memorable customer experience.
  • Multi-task workloads which can span inbound phone requests, outbound call tasks, mail/email requests, and occasional project assignments – while managing service level targets.
  • Act as a liaison with other departments to resolve problems.
  • Underwrite new ERISA business as well as existing business
  • Process new business, endorsement, and renewal transactions
  • Work with internal teams on billing issues, cancellations, etc.
  • Monitor work inventories and queues
  • Assist agents to service ERISA business
  • Complete necessary documentation/requests for agency service and setup
  • Cultivate producer relationships to promote ERISA products and services


  • Ability to process transactions within appropriate systems with a high level of accuracy
  • Strong written and verbal communication skills
  • Ability to effectively interact with internal team members and outside business partners such as a representative from an agent or broker’s office
  • Detail oriented
  • Strong organizational skills
  • Ability to prioritize and effectively multi-task
  • Strong motivation to consistently deliver prescribed services and tasks associated with responsibilities
  • Flexibility and teamwork required
  • Insurance background preferred
  • Excellent computer skills in Microsoft Office and ability to learn internal systems
  • Training or experience in administrative functions or customer service
  • Ability to write effective business communications
  • Minimum of 2-3 years of business experience, preferably in an insurance or financial services environment

Experience Level: Junior/Associate
Work From: Hybrid

Company Information

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