Sales Analyst III
About The Position
Join an amazing team that is consistently recognized for our achievements and culture, including our most recent Forbes award of being one of America's Best Midsize Employers for 2026! Position Summary: We are seeking a motivated Analyst III, Sales Analytics to advance analytics related to agency compensation and incentive programs. In this role, you will work closely with the broader sales analytics team on other sales analytics efforts including sales planning, territory management, agency analytics, business performance analytics, and multi-rater analytics. This position collaborates with sales leadership, technical product managers, and product management, to influence enhanced analytics offerings around compensation analytics and for sales. This is a hands-on individual contributor position – prior experience in P&C sales analytics, product management, or related discipline is required. The ideal candidate will have a solid understanding of P&C concepts, sales/underwriting, strong analytics acumen, and the ability to partner with team members across various disciplines – sales leadership, product management, data science, and IT. While this role is primarily remote, this role will be required to travel for the National Sales Meeting and other designated in-person team events.
Requirements
- At least 5 years of insurance related experience, preferably in sales or marketing or similar analytical role including a minimum of 3 years in an analyst role.
- The ability to provide reporting with complex data elements
- Work requires professional written and verbal communication skills and the ability to create efficient and engaging communication materials
- Intermediate mathematical/statistical reasoning required for accurate reporting
- Advanced knowledge of Microsoft Excel Pivot Tables, SAS and SQL
- Must have the ability to produce quality work within tight timeframes, simultaneously manage multiple projects and the ability to work in a team setting
- Strong project management skills
- Requires the ability to work a flexible schedule and travel as needed, which may require overnight and/or weekend stays
- Requires the ability to adhere to the Company’s privacy policy due to the sensitive nature of information handled in this position
Nice To Haves
- Masters degree
- Extensive experience in data manipulation using tools such as SAS, SQL, R, Python or equivalent
- Preferred knowledge related to the Property & Casualty Insurance industry, as well as to the following specific product lines: Home, Auto, and Commercial
Responsibilities
- Analyzes, creates, and maintains data dashboards and other reports on Sales team goals and agency production using available BI tools; supports the development and administration of current and future Sales goals.
- Partners with Sales leaders to identify and resolve data issues, provide data support, and identify opportunities for process improvement; presents findings and recommendations to senior management.
- Trains and mentors less experienced data analysts and Sales development users on data, technology, processes, automation, and new data sources.
- Collaborates with management and colleagues to define reporting and analysis needs; develops project plans that outline business objectives, data scope, methodology, resources, and timelines; validates data accuracy and refines data-retrieval methods as needed; provides support to Sales leaders on data initiatives.
- Creates, monitors, audits, and analyzes reports on Sales rep goals, site visits, and agency performance to identify opportunities to improve results; prepares clear reports, graphs, and charts to communicate findings.
- Performs other related duties as assigned.
Benefits
- Competitive compensation
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, 9 paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Engaging work environment
- Promotional opportunities
- Education assistance
- Professional and personal development opportunities
- Company recognition program
- Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
