Sales Analyst

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? If so, Guardian is seeking a Sales Analyst to join its 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 in the 2-1999 market.  They are 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, 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. 

• Manage 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 stakeholders 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.

Position Qualifications

• BA or BS 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
• Excellent written and verbal communication skills
• Excellent organizational and time management skills

Reporting Relationships

This position reports to the Team Lead, Sales Analyst.

Location Requirements

• The primary location for this position is Newport Beach RGO , with a hybrid work arrangement ( 2 days in office)

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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:

• Employee Resource Groups:

• Colleague Connection Committees

• Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

• Voluntary self-ID

• Pronunciation and phonetic spelling of names

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 applicant_accommodation@glic.com.

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