Sales Analyst, Premier Market
About The Position
Guardian is seeking a Sales Analyst, Premier Markets to serve as a dedicated field resource supporting Sales Representatives and Client Management teams within our Group Benefits business. In this role, you will be responsible for managing RFPs, coordinating quote delivery, facilitating new business submissions, and partnering with internal stakeholders to help drive profitable growth. You will leverage strong analytical, organizational, and relationship-building skills to support sales success while delivering an exceptional customer experience. You are a detail-oriented and process-driven professional who thrives in a fast-paced sales environment. You excel at managing multiple priorities, collaborating across teams, and ensuring deliverables are completed accurately and on time. You balance customer needs with business objectives and take a proactive approach to problem-solving and communication.
Requirements
- 1-3 years of Group Benefits, Group Insurance, employee benefits, or related insurance industry experience.
- Experience supporting RFP processes, proposal management, quoting, underwriting, or new business submissions.
- Knowledge of Group Benefits products and services.
- Understanding of underwriting principles and practices.
- Experience servicing brokers, producers, clients, or other external customers.
- Proven ability to work effectively in a dynamic, deadline-driven environment.
- Strong written and verbal communication skills.
- Excellent organizational, time management, and multitasking abilities.
- Proficiency with Microsoft Excel, Outlook, Adobe Acrobat, and CRM systems.
- Ability to effectively collaborate across multiple functional areas.
Nice To Haves
- Bachelor's degree.
- Salesforce experience.
- Experience supporting field sales organizations.
- Knowledge of Group Benefits quoting, rating, and onboarding processes.
- Experience working with brokerage or producer distribution channels.
- Strong analytical and problem-solving skills.
Responsibilities
- Manage RFP inventory, quote requests, and new business/add issue submissions in support of Premier Market sales activity.
- Review RFP documentation, identify missing requirements, and coordinate information gathering to support underwriting and proposal development.
- Partner with Rating, Quoting, Underwriting, Client Management, and Sales teams to ensure competitive proposals are delivered accurately and on time.
- Analyze RFP opportunities and recommend plan design, benefit, and pricing alternatives based on customer needs and market conditions.
- Collaborate with internal business partners including Dental, BenTech, Enrollment, Worksite, and other stakeholders to develop comprehensive proposal strategies.
- Participate in underwriting discussions and negotiations related to rates, plan designs, exceptions, and approvals.
- Communicate directly with brokers, producers, and their support teams regarding proposal details, product offerings, and quote competitiveness.
- Conduct follow-up activities to gather feedback, assess market competitiveness, and obtain post-mortem information on opportunities.
- Facilitate the transition of sold business from Sales to Onboarding, ensuring compliance with established procedures and service standards.
- Serve as a subject matter expert on Guardian systems, processes, and procedures.
- Provide backup support and operational assistance to teammates as needed.
Benefits
- Skill-building
- Leadership development
- Philanthropic opportunities
- Supportive, flexible, and inclusive benefits and resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
