Sales Analyst, Premier Market
About The Position
As the Sales Analyst - Premier Markets, your primary responsibility is to act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market within the Group Benefits Sales Team. You will be accountable for following all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes. A successful Sales Analyst must 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.). The position must balance the needs of the clients with those of the business and respond to customer inquiries with the objective of selling new business, ensuring that client satisfaction, accuracy, competitiveness, and profitability are achieved. Additional major responsibilities include negotiations with Underwriters, effective collaboration with Sales Representatives and other team members, and managing the requoting of proposals as needed to help generate sales.
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
Nice To Haves
- Salesforce experience preferred
Responsibilities
- Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions.
- 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.
- Partnering with Rating and Quoting to ensure proposals are on track to meet due dates.
- Meeting with team to review inventory status.
- Make recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer’s buying triggers through consultative interactions with Sales Representatives and customers.
- Engage key internal stakeholders needed to put together a comprehensive proposal strategy (i.e. dental recruitment, BenTech, Worksite, Enrollment).
- Independently, or in collaboration with Sales Representatives: 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.
- 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.
- Provide backup support to colleagues as needed.
- Serve as Subject Matter Expert on various Guardian systems and procedures.
Benefits
- Skill-building
- leadership development
- philanthropic opportunities
- contemporary, supportive, flexible, and inclusive benefits and resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
