Sales Analyst supporting Guardian's Group Benefits Sales team with RFP processing and client management. Balancing client needs with business objectives for profitability and satisfaction.
Responsibilities
Act as the designated Field resource to support Sales Representatives and the Client Management team
Follow all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes
Manage RFP Inventory and Quote Process
Review RFP data and discern requirements for underwriting
Partner with Rating and Quoting to ensure proposals meet due dates
Build strong relationships with underwriting and brokers
Proactively contact Producers / Assistants to gauge competitiveness of quotes
Work closely with Sales Representative/Underwriter for onboarding process
Serve as Subject Matter Expert on various Guardian systems and procedures
Requirements
Bachelor's degree preferred
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
Salesforce experience preferred
Excellent written and verbal communication skills
Excellent organizational and time management skills
Benefits
Contemporary, supportive, flexible, and inclusive benefits and resources
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