Guardian Life · 11 hours ago
Sales Analyst, Premier Market - Mid Atlantic
Bethlehem, PA
Full-time
Hybrid
Entry, Mid Level
$49K/yr - $74K/yr
1+ years expGuardian Life is seeking a Sales Analyst for its Group Benefits Sales team. The Sales Analyst will support Sales Representatives and the Client Management team by managing RFP processing and ensuring client satisfaction while balancing business needs.
DentalFinancial ServicesHardwareInsuranceLife Insurance
No H1B
Responsibilities
Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions
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 Representatives and customers
Engage key internal stakeholders needed to put together a comprehensive proposal strategy (i.e. dental recruitment, BenTech, Worksite, Enrollment)
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 the Sales Representative/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
Qualification
Required
Strong product / business knowledge
Collaboration / communication skills
Project management skills
Ability to perform tasks using technology and systems utilized within Guardian (Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, etc.)
Ability to balance the needs of the clients with those of the business
Ability to respond to customer inquiries with the objective of selling new business
Ensuring client satisfaction, accuracy, competitiveness, and profitability
Negotiations with Underwriters
Effective collaboration with Sales Representatives and other team members
Managing the requoting of proposals as needed to help generate sales
Perform duties associated with Inventory Management, RFP processing, and new business/add issue submissions
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
Making recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer's buying triggers through consultative interactions with Sales Representatives and customers
Engaging key internal stakeholders needed to put together a comprehensive proposal strategy
Meeting with Underwriting to negotiate rates, exceptions, and approvals
Discussing RFP, plan design options, and multi-line options with Producers and their assistants
Building strong relationships with underwriting, brokers, and their staff to ensure that customer needs are met while maintaining profitability and acceptable risk
Proactively contacting Producers / Assistants to follow up on quotes to gauge competitiveness and/or gather post-mortem data
Working closely with the Sales Representative/Underwriter to finalize sold quote and initiate Onboarding process following SOP
Handoff and transition case from sales to onboarding
Providing backup support to colleagues as needed
Serving as Subject Matter Expert on various Guardian systems and procedures
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
Preferred
Bachelor's degree preferred
1-3 years of group insurance experience processing RFP preferred
Salesforce experience preferred
Benefits
Skill-building
Leadership development
Philanthropic opportunities
Supportive, flexible, and inclusive benefits and resources
Company
Guardian Life
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2016-08-23Non Equity Assistance
Leadership Team
Andrew McMahon
Chairman and CEO
Michael Prestileo
Chief Strategy Officer
Recent News
2025-12-11
Company data provided by crunchbase