Sales Analyst

About the role

You will be primarily accountable to act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market. You are also accountable for following all Standard Operating Procedures for the RFP and New Business/Add Issue submission processes.

Responsibilities

• Demonstrate strong product / business knowledge, collaboration / communication skills, project management, and the ability to perform tasks using technology and systems utilized within Guardian (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc).
• Comfortable reaching out to clients by phone and supporting a customer-focused, sales-oriented approach while aligning with Guardian’s business objectives.
• Review RFP data, discerning what has been received and identifying what is needed to underwrite and release a quote.
• Negotiate with Underwriters, effective collaboration with Sales Representatives and other team members, and managing the requoting of proposals as needed to help generate sales and meet with team to review inventory status.
• Engage key internal stakeholders needed to put together a comprehensive proposal strategy (i.e., dental recruitment, BenTech, Worksite, Enrollment).
• Discuss RFP, plan design options, and multi-line options with Producers and their assistants.
• Build strong relationships with underwriting, brokers, and their staff to ensure that customer needs are met while maintaining profitability and acceptable risk.
• Proactively contact Producers / Assistants to follow up on quotes to gauge competitiveness and/or gather post-mortem data.
• If Guardian is awarded the business, work closely with the Sales Representative/Underwriter to finalize sold quote and initiate Onboarding process following SOP.
• Handoff and transition case from sales to onboarding and provide backup support to colleagues as needed.

Requirements

• Bachelor's degree preferred
• 1-3 years of group insurance experience processing RFP preferred
• Knowledge of group insurance, products, and services
• Knowledge of underwriting principles and practices
• Demonstrated success in servicing customers (Producers / Assistants / Planholders)
• Experience working with and addressing the needs of field sales organization in a highly dynamic, fast-paced environment
• Salesforce experience preferred

Skills

• Strong analytical and detail-oriented skills
• Excellent written and verbal communication skills
• Excellent organizational and time management skills

Benefits

Position works closely with Sales Representatives, Client Management, Rating, Underwriting, Onboarding, and Producers /Assistants to ensure that information required for releasing a competitive quote and submitting new business is received and processed accurately and in a timely manner.

Pay

$59,120.00 - $88,677.50

Schedule

The position is a hybrid role, requiring travel of approximately 10%. The required location will be one of the following: Newport Beach, CA Office, or Mountain West Region Territory.