Sales Support Associate, Group Benefits

Guardian Life Insurance CompanyPlano, TX
Hybrid

About The Position

Guardian's Group Benefits team is hiring a Sales Support Associate in the Plano, TX area. The Sales Support Associate provides operational support, working closely with sales, client management, sales support, and leadership teams to ensure system and information accuracy, materials are prepared and delivered on time, as well as project management support.

Requirements

  • Proven basic math /analytical skills
  • Ability to access and utilize internal Sharepoints and systems.
  • Computer proficiency in data entry, Excel, Word, PowerPoint.
  • Ability to represent Guardian in a professional manner
  • High school diploma or equivalent
  • Ability to navigate throughout a matrixed organization.
  • Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

  • Salesforce experience a plus
  • Previous experience in an administrative role

Responsibilities

  • Manage market general email box to direct and process inquiries
  • Serve as a key point of contact for broker inquiries related to licensing status, appointment needs, changes, and system updates
  • Maintain system records for accuracy
  • Lead the development and delivery of specialized reporting for leadership, enabling accurate forecasting and ongoing tracking against strategic goals
  • Translate complex data into clear, actionable insights that support decision making and drive performance accountability
  • Support special projects and event coordination
  • Package outgoing mail/shipments as needed
  • Print/Collate/Assemble materials for meetings

Benefits

  • Skill-building
  • Leadership development
  • Philanthropic opportunities
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