Sales Analyst

AAA • Costa Mesa, CA

5d

About The Position

The Sales Administration Analyst serves as a key liaison with the Insurance Business Manager. The role supports communication and analysis of field sales results, underwriting results, staffing, and budgets through the development of forms and reports. It also provides compensation and payroll support, coordinates budget activities, communicates updates to field teams, and monitors and resolves complaints directed to Field Sales Operations.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• 4–6 years of insurance processing or related experience.
• Advanced proficiency with Microsoft Office software products.
• Advanced proficiency with PowerPoint.
• Ability to work well with numbers.
• Ability to use good judgment and make sound decisions.

Nice To Haves

• Experience with SQL, Tableau, Captivate, or Guidewire.

Responsibilities

• Serve as the primary resource for Pro Pay and compensation for Sales Agents, District Sales Managers, and Unit Sales Managers.
• Create, maintain, and update the Pro Pay manual and sales manager compensation documentation.
• Liaise with Payroll to help ensure timely and accurate payroll processing.
• Coordinate preparation of the division’s annual budget, monthly reconciliations, monthly forecasts, and quarterly budget materials.
• Work collaboratively with the Field Sales Training Manager, Information Systems Coordinator, District Sales Managers, and Promotions and Recognition Events Coordinator.
• Communicate changes and updates to the field, including procedures, company policy, products, underwriting, insurance, Club changes, meetings, training sessions, and information systems.
• Record and monitor complaints directed to the Field Sales Operations Manager, resolve each issue, and discuss it with the manager.

Benefits

• Medical, dental, and vision coverage.
• 401(k) savings plan with company match and pension.
• Tuition assistance.
• Floating holidays and paid time off for community volunteer programs.
• Paid parental leave.
• Wellness programs.
• Employee discounts on membership, insurance, travel, entertainment, services, and more.
• Incentive program eligibility for full-time positions, based on organization, team, and personal performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level