Demo

Rating & Quoting Associate II

Guardian Life Insurance Company
Bethlehem, PA Full Time
POSTED ON 12/17/2023 CLOSED ON 1/6/2024

What are the responsibilities and job description for the Rating & Quoting Associate II position at Guardian Life Insurance Company?

The Rating & Quoting Associate, who is part of the Underwriting organization, will serve as one of the first points of contact for Brokers when a Request for Proposal (RFP) is received. The Rating & Quoting Associate leverages industry and local market knowledge to lead the Group Sales staff, brokers, and plan holders through a streamlined and consistent process of creating and distributing competitive rates/quotes relative to in-force rates and location market conditions.
The Rating & Quoting Associate is responsible for managing the RFPs process including processing, distributing, and responding to inquiries regarding formal Proposals from brokers, Sales, and Underwriters.
You will
  • Discuss and make recommendations about RFP, plan design options, rate options, and multi-line options with Sales Reps, brokers, and underwriters.
  • Independently, or in collaboration with Sales Reps, meet with Underwriting to negotiate rates, exceptions, and approvals
  • Build strong relationships with Sales Reps, Underwriters, Brokers, and their staff, to ensure that customer needs are met while maintaining profitability and acceptable risk
  • Generate proposals by applying Guardian and competitor information to rate, re-rate, quote, and re-quote competitive proposals, based upon specifications in RFP, Guidelines, Sales and Underwriting collaboration and discussions/negotiations with all relevant parties.
  • Perform steps to process sold cases and transfer to the Onboarding Department.
You have
  • Education: AA/AS or BA/BS preferred
  • Experience: 0 to 3 years Group Insurance experience, preferably in a fast-paced operational area such as claims, call center, or within the sales support organization with experience dealing with sales reps, customers
  • Skills:
    • Excellent communication and listening skills with ability facilitate discussions among brokers, sales, underwriting and other key stakeholders
    • Excellent customer service soft skills
    • Intermediate math/analytical skills
    • Planning and organization skills; ability to multi-task while working independently
    • Ability to manage competing priorities
    • Excellent time management skills
    • Strong consultative, negotiation, persuasion and influencing skills with a sales orientation
    • Ability to build and maintain collaborative working relationships at all levels.
    • Personal accountability/goal oriented: meets processing goals, etc.
  • Technology: Strong proficiency in Microsoft Office and Excel
Location: This role will be onsite at the Bethlehem, PA home office.
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.
Salary Range
$35,010.00 - $58,350.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
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.
Health Care
  • Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
  • Dental plan
  • Vision plan
  • Health care accounts – flexible spending, health reimbursement, and health savings accounts
  • Critical illness insurance
Life and Disability Insurance
  • Company-paid Life and Disability insurance plus voluntary supplemental coverage
  • Accident insurance
Retirement and Financial
  • 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
  • Complimentary 1:1 financial guidance with a licensed Fidelity representative
Time Off and Remote Work
  • Flexible work arrangements (part in-person/part remote)
  • Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
  • Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
  • Paid parental leave and paid family and medical leave policies
Emotional Well-being and Work-Life
  • Emotional well-being, mental health, and work/life resources powered by Spring Health
  • Wellness programs, including fitness program and equipment reimbursement
  • Child, adult, and elder back-up care support through Bright Horizons
  • Adoption assistance
  • College planning
  • Tuition reimbursement
  • Student loan assistance
  • Commuter benefits in select metropolitan areas
Justice, Equity, Diversity & Inclusion (J.E.D.I.)
  • Employee Resource Groups that advocate for inclusion and diversity
  • J.E.D.I. certification and training programs
  • Matching gifts/volunteering
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.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. 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
applicant_accommodation@glic.com
.

Salary : $35,010 - $58,350

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