Hybrid Sales Analyst, Premier Market

Posted 3 weeks ago

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About the role

  • Act as the designated Field resource to support Sales Representatives and the Client Management team in the 2-1999 market.
  • Follow all Standard Operating Procedures (SOPs) for the RFP and New Business/Add Issue submission processes.
  • Manage RFP Inventory and Quote Process.
  • Make recommendations regarding benefit/rate options based on analysis of RFP and consultative interactions with Sales Representatives and customers.
  • Engage key internal stakeholders to develop a comprehensive proposal strategy.
  • Meet with Underwriting to negotiate rates, exceptions, and approvals.
  • Handoff and transition case from sales to onboarding.

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

  • Health insurance
  • Flexible working arrangements
  • Professional development opportunities
  • Annual, sales, or other incentive compensation

Job title

Sales Analyst, Premier Market

Job type

Experience level

Junior

Salary

$52,990 - $79,480 per year

Degree requirement

Bachelor's Degree

Location requirements

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