Sales Analyst, Premier Market

About the role

Your primary responsibility is to support Sales Representatives and the Client Management team in the 2-1999 market within the Group Benefits Sales Team. You will follow Standard Operating Procedures for RFP and New Business/Add Issue submission processes.

Responsibilities

• Follow SOPs for RFP and New Business/Add Issue submission processes
• Manage RFP Inventory and Quote Process including reviewing RFP data, discerning what has been received, and identifying what is needed to underwrite and release a quote
• Partner with Rating and Quoting to ensure proposals are on track to meet due dates
• Meet with team to review inventory status
• Engage key internal stakeholders to put together a comprehensive proposal strategy
• Negotiate rates, exceptions, and approvals with Underwriting
• Discuss RFP, plan design options, and multi-line options with Producers and their assistants
• Work closely with the Sales Representative/Underwriter to finalize sold quote and initiate Onboarding process following SOP
• Provide backup support to colleagues as needed
• Serve as Subject Matter Expert on various Guardian systems and procedures

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
• Excellent written and verbal communication skills
• Excellent organizational and time management skills

Qualifications

• Detail and process-driven
• Collaborative and relationship-focused
• Proactive communicator
• Comfortable with negotiation and influence
• Tech-savvy and systems-oriented

Skills

• Product / business knowledge
• Collaboration / communication skills
• Project management
• Technology and system usage (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc.)

Benefits

Not specified

Pay

$54,190.00 - $81,280.00

Schedule

Hybrid schedule, going into the local office once a week. Possible 10% travel to a Guardian Hub for team/stakeholder meetings.