Sales Support Associate II, Group Benefits

Guardian

Job Summary

The Sales Support Associate II position provides administrative and operational support to staff within a region. This role involves working closely with Sales and Sales Support teams and external partners to ensure system and information accuracy. Key responsibilities include preparing marketing materials, managing broker firm/producer licensing, and handling broker changes related to client requests. The associate will also manage the Regional Group Office (RGO) General Email Box for various requests and support RGO staff and facilities, utilizing data for sales activity reporting and communicating with external partners.

Must Have

  • Manage Regional Group Office (RGO) General Email Box for RFPs, RGO Intake, Experience Reports, AOR changes, and Renewal Requests
  • Package outgoing mail and shipments as needed
  • Print/Collate/Assemble materials for meetings
  • Update and maintain broker information and system records for accuracy
  • Manage broker firm and producer changes as they relate to AOR changes, Broker Firm mergers & acquisitions, Split Compensation agreements, block transfers, etc.
  • Miscellaneous activities required to support RGO staff and facilities
  • Use data and analytics to create reporting to support sales activities and performance tracking
  • Communicate with external partners (Brokers/Planholders)
  • High school diploma or equivalent
  • Proven basic math and analytical skills
  • Ability to access and utilize internal Sharepoints and systems
  • Computer proficiency in data entry, Excel, Word, PowerPoint
  • Ability to represent Guardian in a professional manner
  • Ability to navigate throughout a matrixed organization

Good to Have

  • Previous experience in an administrative role

Perks & Benefits

  • Support and flexibility to achieve professional and personal goals
  • Skill-building opportunities
  • Leadership development opportunities
  • Philanthropic opportunities
  • Opportunities to build communities
  • Diverse colleagues with high ethical standards
  • Contemporary, supportive, flexible, and inclusive benefits and resources

Job Description

The Sales Support Associate position provides administrative and operational support to staff within a region. They will work closely with Sales and Sales Support teams along with external partners to ensure system and information accuracy, marketing materials and print collateral are prepared and sent on time, manage broker firm/producer licensing, and broker changes related to client requests.

You Will:

  • Manage Regional Group Office (RGO) General Email Box for RFPs, RGO Intake, Experience Reports, AOR changes, and Renewal Requests
  • Package outgoing mail and shipments as needed
  • Print/Collate/Assemble materials for meetings
  • Update and maintain broker information and system records for accuracy
  • Manage broker firm and producer changes as they relate to AOR changes, Broker Firm mergers & acquisitions, Split Compensation agreements, block transfers, etc.
  • Miscellaneous activities required to support RGO staff and facilities.
  • Use data and analytics to create reporting to support sales activities and performance tracking.
  • Communicate with external partners (Brokers/Planholders)

You Have:

  • High school diploma or equivalent
  • Proven basic math and analytical skills
  • Ability to access and utilize internal Sharepoints and systems
  • Computer proficiency in data entry, Excel, Word, PowerPoint
  • Ability to represent Guardian in a professional manner
  • Ability to navigate throughout a matrixed organization
  • Ideal candidates should have previous experience in an administrative role

Our 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.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal 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.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

5 Skills Required For This Role

Team Management Leadership Excel Game Texts Data Entry

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