Sales Support Analyst

About the role

The Sales Support Analyst, Premier Market, plays a crucial role in supporting the Group Benefits Sales team. They are responsible for following standard operating procedures for RFP and new business/add issue submission processes. The position requires strong product/business knowledge, collaboration, communication skills, and proficiency in using Guardian's technology and systems.

Responsibilities

• Support Sales Executives and Client Management team in the 2-1999 market
• Follow Standard Operating Procedures for RFP and new business/add issue submission processes
• Manage RFP Inventory and Quote Process
• Review RFP data, discern what has been received and identify what is needed to underwrite and release a quote
• Partner with Rating and Quoting to ensure proposals are on track to meet due dates
• Make recommendations regarding benefit/rate options based on analysis of RFP and assessment of customer's buying triggers through consultative interactions with Sales Executives and customers
• Engage key internal stakeholders needed to put together a comprehensive proposal strategy
• Meet with Underwriting to negotiate rates, exceptions, and approvals
• 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
• Work closely with Sales Executive/Underwriter to finalize sold quote and initiate Onboarding process following SOP
• Handoff and transition case from sales to Onboarding
• Provide backup support to colleagues as needed
• Act as Subject Matter Expert on various Guardian systems and procedures

Requirements

• Bachelor's degree preferred or equivalent work experience
• 1-3 years of group insurance experience processing RFP
• 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
• Excellent written and verbal communication skills
• Excellent organizational and time management skills

Qualifications

• BA or BS degree preferred or equivalent work experience
• 1-3 years of group insurance experience processing RFP
• 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
• Excellent written and verbal communication skills
• Excellent organizational and time management skills

Skills

• Strong product/business knowledge
• Collaboration/communication skills
• Project management
• Technology/systems proficiency (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc.)

Benefits

Guardian offers a comprehensive benefits package including health, dental, vision, retirement savings plans, and paid time off. The company also supports volunteerism and community involvement through its Philanthropy program.

Pay

$49,260.00 - $73,890.00

Schedule

Hybrid - 2 days in the Atlanta RGO office, with flexible work arrangement