Sales Analyst

Guardian Life Insurance•Newport Beach, CA

19h•Hybrid

About The Position

As the Sales Analyst with Guardian Life, you will be primarily accountable to act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market. You are also 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). This role requires a highly organized professional who is comfortable reaching out to clients by phone and supporting a customer‑focused, sales‑oriented approach while aligning with Guardian’s business objectives. The individual demonstrates strong analytical and detail‑oriented skills, with the ability to review RFP data, identify gaps, and translate complex information into clear and actionable outcomes. Success in this role depends on effective collaboration across Sales, Client Management, Underwriting, Rating, and operational partners, as well as the ability to perform in a fast‑paced, deadline‑driven environment while managing multiple priorities. The position also requires a proactive problem‑solver who takes ownership of inventory, follows up strategically, and confidently communicates with Sales Representatives, Producers, and their assistants to support competitive and profitable proposals. You will 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. Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions. Position works closely with Sales Representatives, Client Management, Rating, Underwriting, Onboarding, and Producers /Assistants to ensure that information required for releasing a competitive quote and submitting new business is received and processed accurately and in a timely manner. Review 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. Negotiate with Underwriters, effective collaboration with Sales Representatives and other team members, and managing the requoting of proposals as needed to help generate sales and meet 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). 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 and provide backup support to colleagues as needed.

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
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

Strong product / business knowledge
Collaboration / communication skills
Project management
Ability to perform tasks using technology and systems utilized within Guardian (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc)
Highly organized professional
Comfortable reaching out to clients by phone
Customer‑focused, sales‑oriented approach
Strong analytical and detail‑oriented skills
Ability to review RFP data, identify gaps, and translate complex information into clear and actionable outcomes
Effective collaboration across Sales, Client Management, Underwriting, Rating, and operational partners
Ability to perform in a fast‑paced, deadline‑driven environment while managing multiple priorities
Proactive problem‑solver
Takes ownership of inventory
Follows up strategically
Confidently communicates with Sales Representatives, Producers, and their assistants to support competitive and profitable proposals

Responsibilities

Act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market.
Follow all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes.
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.
Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions.
Work closely with Sales Representatives, Client Management, Rating, Underwriting, Onboarding, and Producers /Assistants to ensure that information required for releasing a competitive quote and submitting new business is received and processed accurately and in a timely manner.
Review 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.
Negotiate with Underwriters, effective collaboration with Sales Representatives and other team members, and managing the requoting of proposals as needed to help generate sales and meet 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).
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.