Sales Analyst

Guardian Life Insurance Company•Atlanta, GA
•Hybrid

About The Position

As a Sales Analyst, Premier Market, you will be the designated field resource supporting Guardian’s Group Benefits Sales team in the 2–1999 lives market segment. You will manage RFP and new-business submission processes, analyze sales opportunities, coordinate proposal development, negotiate with internal partners, and help position Guardian for growth while maintaining accuracy, profitability, and client satisfaction. The role works closely with Sales, Client Management, Underwriting, Rating, Quoting, Onboarding, producers, and broker partners to provide competitive solutions and a strong customer experience. The position is based in Atlanta, Georgia, in a hybrid arrangement requiring one day per week in the Atlanta office. No travel is required. The listed base salary range is $49,260–$73,890, with potential eligibility for annual, sales, or other incentive compensation. Guardian describes opportunities for skill-building, leadership development, and philanthropic involvement, and offers benefits and resources to eligible full-time employees.

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 for Sales Executives and Client Management teams in the 2–1999 lives market segment.
  • Manage inventory activities, RFP processing, and new-business and add-issue submissions.
  • Coordinate with Sales, Client Management, Rating, Underwriting, Onboarding, and producers to obtain accurate, timely information for quotes and submissions.
  • Review RFP data, identify underwriting requirements, and determine additional information needed to release quotes.
  • Partner with Rating and Quoting teams to keep proposal development on track and meet 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 team success.

Benefits

  • Guardian indicates that eligible full-time employees may receive contemporary, supportive, flexible, and inclusive benefits and resources; specific benefit details are provided through the company benefits website.
  • Potential eligibility for annual, sales, or other incentive compensation.
  • Skill-building, leadership development, and philanthropic opportunities.
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