Sales Analyst, Premier Markets — Hybrid (Chicago)

Guardianlife

Chicago (IL)

Hybrid

USD 49,000 - 81,000

Full time

5 days ago
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Job summary

Guardian is seeking a Sales Analyst, Premier Markets in Chicago to support Premier Market sales with RFPs, quotes, and new business submissions. You will partner with Rating, Quoting, Underwriting, Client Management, and Sales teams to deliver competitive proposals and drive profitable growth.

The role emphasizes strong analytics, organization, and relationship-building skills while ensuring a high standard of customer experience in a hybrid work setting.

Qualifications

  • 1–3 years of Group Benefits, Group Insurance, employee benefits, or related insurance industry experience.
  • Experience supporting RFP processes, proposal management, quoting, underwriting, or new business submissions.
  • Knowledge of Group Benefits products and services.
  • Understanding of underwriting principles and practices.
  • Experience servicing brokers, producers, clients, or other external customers.
  • Proven ability to work effectively in a dynamic, deadline-driven environment.
  • Strong written and verbal communication skills.
  • Excellent organizational, time management, and multitasking abilities.
  • Proficiency with Microsoft Excel, Outlook, Adobe Acrobat, and CRM systems.
  • Ability to effectively collaborate across multiple functional areas.

Responsibilities

  • Manage RFP inventory, quote requests, and new business/add issue submissions in support of Premier Market sales activity.
  • Review RFP documentation, identify missing requirements, and coordinate information gathering to support underwriting and proposal development.
  • Partner with Rating, Quoting, Underwriting, Client Management, and Sales teams to ensure competitive proposals are delivered accurately and on time.
  • Analyze RFP opportunities and recommend plan design, benefit, and pricing alternatives based on customer needs and market conditions.
  • Collaborate with internal business partners to develop comprehensive proposal strategies.
  • Participate in underwriting discussions and negotiations related to rates, plan designs, exceptions, and approvals.
  • Communicate with brokers, producers, and their support teams regarding proposal details, product offerings, and quote competitiveness.
  • Conduct follow-up activities to gather feedback, assess market competitiveness, and obtain post-mortem information on opportunities.
  • Facilitate transition of sold business from Sales to Onboarding, ensuring compliance with procedures and service standards.
  • Serve as a subject matter expert on Guardian systems, processes, and procedures.
  • Provide backup support and operational assistance to teammates.

Skills

RFP processes
Proposal management
Pricing analysis
CRM systems
Communication
Underwriting principles
Broker servicing
Cross-functional collaboration
Excel
Project management

Education

Bachelor's degree

Tools

Salesforce
Microsoft Excel
Adobe Acrobat

Job description

Guardian is seeking a Sales Analyst, Premier Markets in Chicago to support Premier Market sales with RFPs, quotes, and new business submissions. You will partner with Rating, Quoting, Underwriting, Client Management, and Sales teams to deliver competitive proposals and drive profitable growth.

The role emphasizes strong analytics, organization, and relationship-building skills while ensuring a high standard of customer experience in a hybrid work setting.

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