Hybrid Sales Analyst, Group Benefits & RFP Ops

Guardian; Atlanta (GA); Hybrid; USD 49,000 - 74,000; Full time

Job summary

Guardian seeks a Sales Analyst, Premier Market, to support the Group Benefits Sales team for the 2-1999 lives market. You will manage RFPs, analyze opportunities, coordinate proposal development, and collaborate with Sales, Client Management, Underwriting, Rating, Onboarding, and broker partners to inform competitive quotes and successful submissions.

The role emphasizes relationship-building, consultative influence, and process excellence, with a hybrid Atlanta-area work setup.

Qualifications

• 1-3 years of Group Insurance or Group Benefits experience.
• Experience processing Requests for Proposal (RFPs).
• Knowledge of Group Insurance products and services.
• Knowledge of underwriting principles and practices.
• Demonstrated success servicing customers, producers, assistants, brokers, and planholders.
• Experience coordinating quote development and new business submissions.
• Experience partnering with cross-functional stakeholders to support sales opportunities.
• Excellent organizational and time management skills.
• Proficiency with Outlook, Salesforce, CPS, Excel, Adobe, SharePoint, Access, and related technologies.

Responsibilities

• Serve as the designated field resource supporting Sales Executives and Client Management teams within the 2-1999 lives market segment.
• Manage inventory management activities, RFP processing, and new business/add-issue submissions.
• Partner with Sales, Client Management, Rating, Underwriting, Onboarding, and Producers to ensure information required for competitive quotes and new business submissions is obtained accurately and timely.
• Review RFP data, identify underwriting requirements, and determine additional information needed to release quotes.
• Partner with Rating and Quoting teams to ensure proposal development remains on track and meets required deadlines.
• Participate in inventory review meetings and provide updates on pipeline activity and quote status.
• Analyze opportunities and recommend benefit and rate options based on customer needs and buying triggers.
• Coordinate with Dental, BenTech, Worksite, and Enrollment teams to develop comprehensive proposal strategies.
• Meet with Underwriting to negotiate rates, exceptions, and approvals.
• Consult with producers and their assistants on RFP requirements, plan design options, and multi-line opportunities.
• Build strong relationships with underwriting partners, brokers, and broker support teams while balancing customer needs and profitability objectives.
• Conduct follow-up activities on quoted opportunities to assess competitiveness and gather post-mortem feedback.
• Work closely with Sales Executives and Underwriters to finalize sold business and initiate onboarding activities.
• Facilitate the transition of new business from Sales to Onboarding.
• Serve as a subject matter expert on Guardian systems, tools, and procedures.
• Provide backup support to colleagues and contribute to overall team success.

Skills

Relationship-driven

Collaborative

Effective communicator

Trusted advisor

Education

Bachelor's degree or equivalent

Tools

Outlook

Salesforce

CPS

Excel

Adobe

SharePoint

Access

Job description

Guardian seeks a Sales Analyst, Premier Market, to support the Group Benefits Sales team for the 2-1999 lives market. You will manage RFPs, analyze opportunities, coordinate proposal development, and collaborate with Sales, Client Management, Underwriting, Rating, Onboarding, and broker partners to inform competitive quotes and successful submissions.

The role emphasizes relationship-building, consultative influence, and process excellence, with a hybrid Atlanta-area work setup.