Sales Analyst, Premier Market - Mid Atlantic

Are you passionate about driving sales success in the group insurance industry? Join Guardian Life's high-performing Group Benefits Sales team as a Sales Analyst, Premier Market - Mid Atlantic. This hybrid role in Bethlehem, PA offers the perfect blend of collaboration, innovation, and impact in a culture where "People Count," "We Do the Right Thing," and "We Hold Ourselves to Very High Standards." If you thrive in fast-paced environments, excel at building customer relationships, and have a knack for RFP processing and sales support, this position is your opportunity to shine.

Why Join Guardian Life?

Guardian Life, a leader in group benefits and insurance solutions, empowers its employees to make a real difference. As a Sales Analyst, you'll support our Premier Market (2-1999 lives) sales efforts across the Mid-Atlantic region, partnering with top-tier sales representatives, underwriters, and brokers. Our hybrid work model provides flexibility while fostering strong team connections in offices like Bethlehem, PA; Boston, MA; and New York, NY. Enjoy minimal travel, competitive pay, and comprehensive benefits that prioritize your well-being and professional growth. At Guardian, your contributions directly fuel business growth and client satisfaction in the dynamic group insurance landscape.

Role Description

The Sales Analyst serves as the key field resource for Sales Representatives and Client Management teams in the Premier Market segment. You'll manage RFP inventory, new business submissions, and add-issue processes while adhering to all Standard Operating Procedures (SOPs). Balancing client needs with business goals, you'll leverage strong product knowledge, negotiation skills, and Guardian's tech stack—including Salesforce, Excel, Outlook, CPS, Adobe, SharePoint, and Access—to deliver competitive, accurate, and profitable quotes. Collaborate across Rating, Underwriting, Onboarding, and external producers to drive sales wins and ensure seamless transitions from quote to implementation.

Detailed Responsibilities

Inventory Management & RFP Processing

• Review RFP data to identify received information and gaps needed for underwriting and quoting.
• Partner with Rating and Quoting teams to track proposals against due dates.
• Lead team meetings to review inventory status and prioritize workloads.
• Analyze RFPs and customer buying triggers to recommend optimal benefit/rate options.
• Engage stakeholders like dental recruitment, BenTech, Worksite, and Enrollment for comprehensive proposal strategies.

Sales Support & Negotiations

• Negotiate rates, exceptions, and approvals directly with Underwriting.
• Discuss RFP details, plan designs, and multi-line options with producers and assistants.
• Build lasting relationships with underwriters, brokers, and staff to meet customer needs profitably.
• Proactively follow up on quotes to assess competitiveness and gather post-mortem insights.
• Finalize sold quotes with Sales Reps/Underwriters and hand off to Onboarding per SOP.
• Provide backup support to team members and act as SME on Guardian systems/procedures.

This role demands exceptional project management, communication, and adaptability to support sales in a competitive Mid-Atlantic market.

Required Skills

Guardian seeks candidates with proven expertise in group insurance sales support. Key skills include:

• RFP processing and inventory management
• Salesforce proficiency
• Excel and data analysis
• Underwriting negotiation
• Customer relationship management
• Project management in fast-paced settings
• Verbal and written communication
• Organizational and time management
• Knowledge of group insurance products
• Collaboration across teams

Education & Experience

• Bachelor's degree preferred
• 1-3 years of group insurance experience, especially RFP processing
• Knowledge of group insurance products, services, and underwriting principles
• Demonstrated success servicing producers, assistants, and planholders
• Experience supporting field sales in dynamic environments

Compensation Overview

The base salary range for this position is $49,260 - $73,890 annually, determined by education, experience, skills, and location. Actual pay reflects individual qualifications within this good-faith estimate for Bethlehem, PA.

Benefits

Guardian Life offers industry-leading perks:

• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Generous paid time off and holidays
• Hybrid work flexibility (minimum 1 day/week in office)
• Professional development and tuition reimbursement
• Employee wellness programs and mental health support
• Life and disability insurance
• Parental leave and family benefits

Guardian Life is an equal opportunity employer. Apply today to elevate your career in insurance sales analysis!