Sales Analyst, Premier Market

Guardian Life Insurance•Chicago, IL

2d•$54,190 - $81,280•Hybrid

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. You Are Detail and process-driven and thrive in structured environments and take pride in ensuring every RFP, quote, and submission is accurate, complete, and aligned with SOPs. Highly organized and deadline-oriented and naturally manage multiple priorities, keep stakeholders on track, and never let timelines slip in a fast-paced sales environment. Analytical with a commercial mindset and enjoy digging into data, understanding client needs, and making thoughtful recommendations that balance competitiveness, profitability, and risk. Collaborative and relationship-focused and able to build strong partnerships with Sales, Underwriting, brokers, and internal teams, knowing success depends on seamless coordination. A proactive communicator - you don’t wait for updates; you drive them. You follow up, ask the right questions, and keep everyone informed and aligned. Comfortable with negotiation and influence and you can confidently engage with underwriting and sales partners to advocate for the best outcomes. Tech-savvy and systems-oriented — you embrace tools like Salesforce, Excel, and internal systems to manage workflows efficiently and serve as a go-to resource for others. You will 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. 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.

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.

Responsibilities

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.
Follow all Standard Operating Procedures (SOPs) 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 client satisfaction, accuracy, competitiveness, and profitability.
Negotiate with Underwriters.
Collaborate effectively with Sales Representatives and other team members.
Manage the requoting of proposals as needed to help generate sales.
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 information required for releasing a competitive quote and submitting new business is received and processed accurately and in a timely manner.
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.
Partner with Rating and Quoting to ensure proposals are on track to meet due dates.
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.
Serve as Subject Matter Expert on various Guardian systems and procedures.