Sales Assistant maintaining client profiles and assisting sales representatives for Advocate Health. Coordinating tours, meetings, and events within occupational health services.
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
National Sales Manager leading a sales team to drive revenue for educational software company. Responsible for team performance, recruitment, training, and achieving sales targets with regular travel.
Manager of Sales Enablement optimizing sales performance through collaboration and data insights at HD Supply. Enhancing efficiency and productivity in a hybrid role based in the United States.
Analyst of Infrastructure and Systems managing Salesforce at Evertec. Collaborating on internal system support and process mapping for a leading fintech company in Brazil.
Sales Manager shaping proactive customer engagement in Germany at ab in den urlaub. Managing outbound sales strategies and team performance while ensuring customer satisfaction.
Salesforce Consulting Director at PwC providing consulting services to optimize operational efficiency. Leading teams and mentoring future leaders in Salesforce technology solutions.
Sales Manager leading a team of Account Executives at MRI Software, driving growth and client outcomes. Managing sales strategies and team performance in the Retail Software sector.
Director of Sales for SpringHill Suites, developing and implementing sales strategies. Ensuring customer satisfaction while maximizing the hotel’s profitability in Topeka, KS.
Internet Sales Lead at Lennar capturing and converting leads into sales prospects while optimizing sales processes. Leading a team and ensuring alignment with organizational goals.
In - Home Sales Specialist determining scope of work for homeowners during property - loss events. Working with IICRC - certified technicians at PureDry Restoration managing customer service and sales process.