Sales Analyst, Advisory Market

Do you want to be part of a high performing sales team? Do you have a passion for building strong and lasting relationships with customers? Are you a team player who is adept at collaborating across internal and external teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking an experienced Sales Analyst to join its Group Benefits Advisory Sales team.

The Sales Analyst’s primary accountability is to act as the designated Field resource to support Sales Executives and Client Management team in the Advisory market. He/she is 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 Executives and other team members, and managing the requoting of proposals as needed to help generate sales.

You Will:

• Perform duties associated with Inventory Management, Request for proposal (RFP) processing, and new business/add issue submissions. Position works closely with Sales Executives, Client Management, Rating, Underwriting, Implementation, 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
• Partner with Rating and Quoting to ensure proposals are on track to meet due dates
• Make recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer’s needs
• Engage key internal stakeholders to put together a comprehensive proposal strategy (i.e. dental recruitment, BenTech, Worksite, Enrollment, Proposal Unit)
• Partner 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
• Provide a consultative approach to identifying complex problems and recommend solutions
• Proactively contact producers to follow up on quotes to gauge competitiveness and/or gather post-mortem data
• Work closely with the territory Sales Executive and Underwriter to finalize sold quote and initiate onboarding process
• Act as a mentor or Subject Matter Expert, entrusted to provide coaching and mentoring for less experienced SAs
• Act in a change advocate capacity for the team, leading by example to support organizational and process changes

You Have:

• BA or BS degree preferred
• Minimum 3 years of group insurance experience
• Knowledge of group insurance, products, and services preferred
• Knowledge of underwriting principles and practices preferred
• 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

Travel:

• Approximately 10% travel, including:
• Periodic visits to brokers alongside the Sales Representative to encourage relationship building with our external partners
• Travel to our annual National Sales Conference, along with periodic team meetings throughout the year

Reporting Relationships:

This position reports to the Sales Analyst Team Lead.

Location and Work Arrangement:

• The primary location for this position is Guardian's Atlanta Regional Office. May consider other Guardian Office locations in the U.S.
• Hybrid work arrangement

Salary Range:

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.