Pre - Sales Solutions role at RadiantGraph, engaging healthcare clients and translating platform capabilities into compelling stories. Focus on demos and client needs to achieve short - term ROI.
About the role
- Sales Analyst supporting Guardian's Group Benefits Sales team with RFP processing and client management. Balancing client needs with business objectives for profitability and satisfaction.
Responsibilities
- Act as the designated Field resource to support Sales Representatives and the Client Management team
- Follow all (SOPs) Standard Operating Procedures for the RFP and New Business/Add Issue submission processes
- Manage RFP Inventory and Quote Process
- Review RFP data and discern requirements for underwriting
- Partner with Rating and Quoting to ensure proposals meet due dates
- Build strong relationships with underwriting and brokers
- Proactively contact Producers / Assistants to gauge competitiveness of quotes
- Work closely with Sales Representative/Underwriter for onboarding process
- Serve as Subject Matter Expert on various Guardian systems and procedures
Requirements
- Bachelor's 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
- Salesforce experience preferred
- Excellent written and verbal communication skills
- Excellent organizational and time management skills
Benefits
- Contemporary, supportive, flexible, and inclusive benefits and resources
- Opportunities for skill-building
- Leadership development
- Philanthropic opportunities
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