Sales Analyst

As the Sales Analyst with Guardian Life you will be primarily accountable to act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market. You are also accountable for following all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes.A successful Sales Analyst mustdemonstratestrong product / business knowledge collaboration / communication skills projectmanagementand the ability to perform tasks using technology and systems utilized within Guardian (Outlook Salesforce CPS Excel Adobe SharePoint Access etc).

You Are

You will

• Balance the needs of the clients with those of the business and respond to customer inquiries with theobjectiveof selling new business ensuring that client satisfaction accuracy competitiveness and profitability are achieved.

• Perform duties associated with Inventory Management RFP processing and new business/add issue submissions.

• Position works closely with Sales Representatives Client Management Rating Underwriting Onboarding and Producers /Assistants to ensure that informationrequiredfor releasing a competitive quote andsubmittingnew business is received and processed accurately andin a timely manner.

• Review RFP data discerning what has beenreceivedandidentifyingwhat is needed to underwrite and release a quote.

• Partner with Rating and Quoting to ensure proposals are on track to meet due dates.

• Negotiate with Underwriters effective collaboration with Sales Representatives and other team members and managing the requoting of proposals as needed to help generate sales and meet with team to review inventory status.

• Make recommendationsregardingbenefit / rate options based on analysis of RFP and assessment ofcustomersbuying triggers through consultative interactions with Sales Representatives and customers.

• Engage key internal stakeholders needed to put together a comprehensive proposal strategy ( recruitmentBenTech Worksite Enrollment).

• Meet with Underwriting to negotiate rates exceptions and approvals.

• Discuss RFP plan design options and multi-line optionswith Producers and their strong relationships withunderwriting brokers and their staff to ensure that customer needs are met whilemaintainingprofitability and acceptable 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 tofinalizesoldquote andinitiateOnboardingprocess following SOP.

• Handoff and transition case from sales to onboarding and provide backup support to colleagues as needed.

You have

• Bachelors 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

Location Requirements

• The required location will be one of the following:Newport Beach CA Office or Mountain West Region Territory

• The work arrangement will be hybrid going into the local office once a week.

• Travel Requirements: Approx. 10%

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 addition to salary this role may also be eligible for annual sales or other incentive compensation.

Our Promise

At Guardian youll 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 Guardians 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 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 also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individuals 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 . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment order to be a successful applicant. you must be legally authorized to work in the United States without the need for employer sponsorship.

Notice Regarding Guardians Use of Artificial Intelligence in Recruitment

As part of Guardians job application process Guardian may use artificial intelligence tools (AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying as specified in the listing posted on Guardians jobs website (Careers at Guardian at At Guardian we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian you will have the choice of opting out of Guardians use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation within ten business days of your position application you must email your request to making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardians document retention policy a copy of which you may request via .

Additionally at applicable times Guardian will make public the most recent bias audit results for such AI tools which may be found here.

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