Sales Support Associate II, Group Benefits

Guardian Life Insurance•Plano, TX

5d•$37,240 - $55,855•Hybrid

About The Position

As the Sales Support Associate II, you will provide operational support to staff within a specific region. You will work closely with Sales and Sales Support teams along with external partners to ensure system and information accuracy, marketing materials and print collateral are prepared and sent on time, manage broker firm/producer licensing, and broker changes related to client requests.

Requirements

High school diploma or equivalent
Proven basic math and 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
Ability to navigate throughout a matrixed organization
Previous experience in an administrative role

Responsibilities

Manage Regional Group Office (RGO) General Email Box for RFPs, RGO Intake, Experience Reports, AOR changes, and Renewal Requests
Package outgoing mail and shipments as needed
Print/Collate/Assemble materials for meetings
Update and maintain broker information, Sales Rep/CMO/RGO assignments, and all other relevant system records for accuracy
Manage broker firm and producer changes as they relate to AOR changes, Broker Firm mergers & acquisitions, Split Compensation agreements, block transfers, etc.
Miscellaneous activities required to support RGO staff and facilities.
Use data and analytics to create reporting to support sales activities and performance tracking.
Communicate with external partners (Brokers/Planholders)