Sales Analyst, Core Market

Guardian is seeking a Sales Analyst, Core Market to join its Core Market Group Benefits Sales team! The Sales Analyst’s primary accountability is to act as the designated Field resource to support Sales Executives and Client Management team. They are accountable for following all 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 applied 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 Executives and other team members, and running the requoting of proposals as needed to help generate sales.

You will

• Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions. Position works closely with Sales Executives, 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.

Lead 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 Executives and customers.
• Engage key internal partners needed to put together a comprehensive proposal strategy (i.e. dental recruitment, BenTech, Worksite, Enrollment).

Independently, or in collaboration with Sales Executives:

• 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 Sales Executive/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.

You have

• College degree or equivalent professional work experience.
• 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.
• Excellent written and verbal communication skills.
• Excellent organizational and time management skills.

Location
This is a flexible position requiring 2 days per week in the office, with preference given to candidates within commuting proximity to a Guardian office.

• Bethlehem, PA
• Hudson Yards, New York City
• Holmdel, NJ
• Boston, MA

Salary Range:

$48,170.00 - $72,260.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.