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Sales Analyst, Core Market - Houston, TX

Company: Guardian Life Insurance Company
Location: Houston
Posted on: June 25, 2022

Job Description:

Do you want to be a part of a high performing Client Management 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 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 to join its Group Benefits Sales team. The Sales Analyst will manage inventory pipeline, establish and maintain relationships with internal and external business partners, and respond to broker inquiries with the objective of selling new business, ensuring accuracy, competitiveness, and profitability are achieved.You Will:

  • Negotiate with underwriters, collaborate with Sales Representatives and other team members, and requote proposals as needed to help generate sales
  • Apply Guardian and competitor information and utilize all sales tools to Rate, Re-Rate, Quote, and Requote competitive proposals based upon specifications in Requests for Proposals (RFPs), instructions from Sales Representatives, and discussions / negotiations with all relevant parties
  • Make recommendations regarding benefit / rate options based on analysis of RFP and assessment of customer's buying triggers through consultative interactions with Sales Representatives and customers
  • Finalize "sold" quote and maintain CPS/Salesforce data according to Standard Operating Procedures
  • In collaboration with Sales Representatives, 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
  • In collaboration with Sales Representatives, maintain timely updates to Guardian Rating Excellence Guidelines (GREG)
  • Provide backup support for Sales Support colleagues as neededReporting Relationship: This position reports to the Team Leader, Core Market Sales Support.You Have:
    • Functional Skills:
    • Excellent communication skills
    • Excellent customer service skills
    • Strong consultative, negotiation, persuasion and influencing skills
    • Intermediate Math / Analytical skills
    • Ability to build and maintain collaborative working relationships at all levels - Ability to adapt to change
    • Ability to work independently
    • Goal oriented: meets processing goals, etc.
    • Computer proficiency in Outlook, Salesforce, MS Access, Excel, Word, CPS, and Siebel Toolkit
    • Ability to represent Guardian in a professional manner
    • Solid knowledge of group insurance, products, and services
    • Awareness of underwriting principles and practices
    • Sales experience preferredEducation & Experience:At least one year of group insurance experience preferred4-year college degree preferredDemonstrated success in servicing customers (producers, assistants, and planholders)Solid knowledge of group insurance, products, and servicesAwareness of underwriting principles and practicesLocation & Vaccination Requirements:The primary location for this position is Houston, TX, with a work arrangement of Work from Home. We are open to candidates in other locations, including Dallas, TX; Oklahoma, and Arizona.Covid - 19 vaccinations are required for this position.Any offer of employment will be contingent upon the candidate's affirmation of being fully vaccinated prior to commencing employment in the new role. New hires will have five business days from their start date to provide proof of vaccination through our Vaccination Status Confirmation Form. "Fully Vaccinated" means that at least two weeks have elapsed since you received the recommended number of doses of any COVID-19 vaccine that is currently fully approved, or authorized for emergency use, by the Food and Drug Administration or that have been listed for emergency use by the World Health Organization. If an applicant is unable to be vaccinated due to a medical condition or a sincerely held religious belief, practice or observance, Guardian may provide reasonable accommodations. This policy may not apply to any Guardian colleagues working in a local jurisdiction (state, county, or city) that implements a law prohibiting a private employer from requiring vaccination, unless there is an applicable vaccine mandate from the federal government that would supersede the vaccination laws of the local jurisdiction. Guardian, in its sole discretion, may modify or terminate this requirement at any time.#GuardianSalesOur 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.We Offer:
      • Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
      • Competitive compensation
      • 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 match
      • Tuition assistance, paid parental leave and backup family care.
      • Dynamic, modern work environments that promote collaboration and creativity.
      • Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
      • 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, and advocate for diversity & inclusion in all that we do.Primary Location:Regional Group Sales - HoustonOther Locations:Job:SalesSchedule:Full timeEqual 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.

Keywords: Guardian Life Insurance Company, Houston , Sales Analyst, Core Market - Houston, TX, Sales , Houston, Texas

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