- 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.
- 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
- The primary location for this Boston MA with a hybrid work arrangement.
- Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way.
- Competitive compensation package
- Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
- Life and disability insurance
- A great 401(k) with company match
- Tuition assistance, paid parental leave, and backup family care.
- Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
- Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
- Employee Resource Groups that advocate for inclusion and diversity in all that we do.
- Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.
- 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
- Company-paid Life and Disability insurance plus voluntary supplemental coverage
- Accident insurance
- 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
- 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, 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
- Employee Resource Groups that advocate for inclusion and diversity
- J.E.D.I. certification and training programs
- Matching gifts/volunteering
-
Sales Commission Analyst
2 weeks ago
Addison Group Somerville, United StatesPosition: Sales Commissions Analyst · Location: Somerville, MA · Temp to Hire · Pay: $35-45/hr · We are seeking a Sales Commissions Analyst to support our rapidly growing sales team You will work hand in hand with Sales Operations and Sales Management teams to assist in buildin ...
-
Sales & Marketing Analyst
4 days ago
Kayem Foods Chelsea, United States Full timeJob Description · Kayem is a family-owned and operated craft meat business that has been making New England's favorite franks, sausages and prepared meats in Chelsea, MA since 1909. We are looking for a Sales Analyst to join our dynamic Sales team and Kayem family as a key resour ...
-
Sales & Marking Analyst
2 days ago
Kayem Foods Chelsea, United StatesDevelop a deep understanding of our Categories, Customers, Kayem Brands and SK - Us, and competitors and competitive activity; Turn data and insights into actionable recommendations for sell-in, and business case presentations Leverage Nielsen/ NIQ D Sales, Analyst, Manufacturing ...
-
Sales & Marketing Analyst
2 days ago
Kayem Foods Chelsea, United StatesJob DescriptionKayem is a family-owned and operated craft meat business that has been making New England's favorite franks, sausages and prepared meats in Chelsea, MA since 1909. We are looking for a Sales Analyst to join our dynamic Sales team and Kayem family as a key resource ...
-
Sales Commissions Analyst
1 week ago
Philips Cambridge, United StatesSales Commissions Analyst · In this role, you have the opportunity to help design, administer and drive key processes, tools and data sets to facilitate sales planning decision making, commissioning setup and execution, as well as performance reporting, commissions analysis, and ...
-
Sales Operations Analyst I
3 days ago
ZoomInfo Technologies LLC Boston, United StatesJob Description · Job DescriptionAt ZoomInfo, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help you unlock your growth potential. One great choic ...
-
Sales Systems Analyst
2 weeks ago
Klaviyo Boston, United States Full timeAt Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditi ...
-
Sales Compensation Analyst
1 week ago
Pegasystems Watertown, United StatesYou will play a leading role in the monthly pay process of the sales compensation plan as part of the Sales Operations team. This person will work under general supervision to administer the sales commission and incentive plans, using independent jud Compensation Analyst, Sales, ...
-
Sales Commission Analyst
2 weeks ago
Addison Group Somerville, United StatesPosition: Sales Commissions Analyst · Location: Somerville, MA · Temp to Hire · Pay: $35-45/hr · We are seeking a Sales Commissions Analyst to support our rapidly growing sales team You will work hand in hand with Sales Operations and Sales Management teams to assist in bui ...
-
Sales Operations Analyst
1 day ago
SS&C Intralinks Watertown, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
-
Sales Analyst
5 days ago
Constant Contact Waltham, United StatesDo you thrive in a fast-paced, analytical environment where innovation, excellence and creating actionable insight are not just catch-phrases but steeped in the company's culture? We seek an analyst with a strong intellect, even stronger curiosity, and an experienced problem solv ...
-
Sales Operations Analyst
4 hours ago
Dynatrace Watertown, United StatesCompany Description · Dynatrace exists to make software work perfectly. Our platform combines broad and deep observability and continuous runtime application security with advanced AIOps to provide answers and intelligent automation from data. This enables innovators to moderniz ...
-
Sales Operations Analyst
1 week ago
Dynatrace Watertown, United StatesJob Description · Is "above and beyond" second nature to you? Do you have both strong interpersonal and analytical skills? Do you thrive working in a fast-paced environment? · If you answered yes to the above three questions, this is your opportunity to be part of one of the fa ...
-
Sales & Marketing Analyst
4 days ago
Kayem Foods Chelsea, United StatesKayem is a family-owned and operated craft meat business that has been making New England's favorite franks, sausages and prepared meats in Chelsea, MA since 1909. We are looking for a Sales Analyst to join our dynamic Sales team and Kayem family as a key resource supporting our ...
-
Senior Sales Compensation Analyst
6 days ago
Klaviyo Boston, United States Full timeAt Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditi ...
-
Investment Sales Analyst, Hotels
3 weeks ago
JLL Boston, United StatesJLL supports the Whole You, personally and professionally. · JLL's Hotels & Hospitality Group is currently seeking a highly motivated and qualified individual with relevant hospitality/real estate work experience to join our Investment Sales team as an Analyst/Assocoate. · **Resp ...
-
Sales Operations Analyst I
1 week ago
ZoomInfo Technologies, Inc. Watertown, United StatesAt ZoomInfo, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help you unlock your growth potential. One great choice c Operations Analyst, Operation ...
-
Sales Analyst
4 weeks ago
Constant Contact Watertown, United StatesAt Constant Contact, we are seriously awesome people who take ownership and make an impact by operating with the mindset, integrity and courage of a small business owner. There's something so profoundly rewarding about knowing that your work is empowering people everywhere to pur ...
-
Sales Compensation Systems Analyst
1 day ago
Klaviyo Boston, United StatesAs a Sales Compensation System Administrator, you will be responsible for maintaining and enhancing our sales compensation system Xactly. Your primary objective will be to ensure accurate and efficient administration of sales compensation plans, calculations, and reporting. Your ...
-
Sales Operations Analyst I
1 week ago
ZoomInfo Technologies LLC Boston, United StatesAt ZoomInfo, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help you unlock your growth potential. One great choice can change everything. Thrive w ...
Sales Analyst - Boston, United States - Guardian Life
Description
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 a Sales Analyst, Core Market to join its Core Market 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 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.
Position Qualifications
Reporting Relationships
This position reports to the Team Lead, Sales Analyst, Core Market .
Location Requirements
We Offer
About Guardian
Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue financial security and well-being in life, health, and wealth. We help companies take care of their employees. And we help people recover and thrive after unexpected loss.
From our founding in 1860, when a community of immigrants joined together to insure and protect their businesses and families, doing the right thing for our policyholders and customers has guided everything we do. Our dedication to customers has helped us remain one of the most highly rated in client satisfaction and financial strength.
And as one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at
Copyright 2021 The Guardian Life Insurance Company of America, New York, NY
Salary Range
$56, $85,015.00The 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
Life and Disability Insurance
Retirement and Financial
Time Off and Remote Work
Emotional Well-being and Work-Life
Justice, Equity, Diversity & Inclusion (J.E.D.I.)
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
