Sales Analyst

Guardian Life Insurance•Atlanta, GA
•$49,260 - $73,890•Hybrid

About The Position

As a Sales Analyst, Premier Market, you will serve as the designated field resource supporting the Group Benefits Sales team within the 2-1999 lives market segment. You will manage RFP and new business submission processes, analyze opportunities, coordinate proposal development, negotiate with internal partners, and help position Guardian for growth while ensuring accuracy, profitability, and client satisfaction. You will work closely with Sales, Client Management, Underwriting, Rating, Onboarding, and broker partners to deliver competitive solutions and an exceptional customer experience. The primary location is Atlanta, Georgia, with a hybrid arrangement requiring one day a week in the Atlanta office. No travel is required. The role has an estimated base salary range of $49,260 to $73,890 and may also be eligible for annual, sales, or other incentive compensation.

Requirements

  • 1-3 years of Group Insurance or Group Benefits experience.
  • Experience processing Requests for Proposal (RFPs).
  • Knowledge of Group Insurance products and services.
  • Knowledge of underwriting principles and practices.
  • Demonstrated success servicing customers, producers, assistants, brokers, and planholders.
  • Experience coordinating quote development and new business submissions.
  • Experience partnering with cross-functional stakeholders to support sales opportunities.
  • Excellent organizational and time management skills.
  • Proficiency with Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, and related technologies.

Nice To Haves

  • Bachelor's degree (BA/BS) or equivalent work experience.
  • Experience supporting Group Benefits sales teams within an insurance carrier environment.
  • Experience collaborating with Underwriting, Rating, Quoting, Onboarding, and Client Management teams.
  • Experience managing inventory review processes and sales pipelines.
  • Experience analyzing benefit and rate options and providing consultative recommendations.
  • Knowledge of Dental, Worksite, Enrollment, and ancillary benefit solutions.
  • Subject matter expertise in insurance systems, tools, and operational procedures.

Responsibilities

  • Serve as the designated field resource supporting Sales Executives and Client Management teams within the 2-1999 lives market segment.
  • Manage inventory management activities, RFP processing, and new business/add-issue submissions.
  • Partner with Sales, Client Management, Rating, Underwriting, Onboarding, and Producers to obtain accurate and timely information required for competitive quotes and new business submissions.
  • Review RFP data, identify underwriting requirements, and determine what additional information is needed to release quotes.
  • Partner with Rating and Quoting teams to keep proposal development on track and meet required deadlines.
  • Participate in inventory review meetings and provide updates on pipeline activity and quote status.
  • Analyze opportunities and recommend benefit and rate options based on customer needs and buying triggers.
  • Coordinate with Dental, BenTech, Worksite, and Enrollment teams to develop comprehensive proposal strategies.
  • Meet with Underwriting to negotiate rates, exceptions, and approvals.
  • Consult with producers and their assistants on RFP requirements, plan design options, and multi-line opportunities.
  • Build relationships with underwriting partners, brokers, and broker support teams while balancing customer needs and profitability objectives.
  • Follow up on quoted opportunities to assess competitiveness and gather post-mortem feedback.
  • Work with Sales Executives and Underwriters to finalize sold business and initiate onboarding activities.
  • Facilitate the transition of new business from Sales to Onboarding.
  • Serve as a subject matter expert on Guardian systems, tools, and procedures.
  • Provide backup support to colleagues and contribute to overall team success.

Benefits

  • Contemporary, supportive, flexible, and inclusive benefits and resources for eligible full-time employees.
  • Skill-building, leadership development, and philanthropic opportunities.
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