Sales Analyst

AAA • Costa Mesa, CA

1d • Onsite

About The Position

The Sales Administration Analyst is a key liaison with the Insurance Business Manager and is responsible for a number of functions including the development of forms and reports to facilitate communication of field sales results, underwriting results, staffing and budget. This role is the primary resource for Pro Pay, Sales Agent compensation, District Sales Manager compensation and Unit Sales Manager compensation. The analyst is responsible for creating, maintaining, and updating the Pro Pay manual and sales manager compensation documentation. This role also serves as the primary liaison with Payroll to ensure timely and accurate payroll processing. Additionally, the analyst will coordinate the preparation of the division’s annual budget, monthly reconciliation, monthly forecast, and preparation of quarterly budget materials. The position works closely with the Field Sales Training Manager, Information Systems Coordinator, District Sales Managers, and Promotions and Recognition Events Coordinator in a team environment. The analyst will communicate to the field changes in procedures, company policy, products, underwriting, general insurance updates, Club changes, meetings, training sessions, and information systems. This role also involves recording and monitoring any complaints directed to the Field Sales Operations Manager, resolving each issue, and discussing them with the Field Sales Operations Manager. The ability to use good judgment and make sound decisions is essential.

Requirements

• Bachelors Equivalent combination of education and experience
• 4-6 years Insurance processing or related experience.
• Advance proficiency in using all Microsoft Office software products required.
• Advance proficiency in using Power Point required.
• Ability to work well with numbers
• Ability to use sound judgment

Responsibilities

• Primary resource of Pro Pay, Sales Agent compensation, District Sales Manager compensation and Unit Sales Manager compensation.
• Creating, maintaining, and updating the Pro Pay manual and sales manager compensation documentation.
• Primary liaison with Payroll to ensure timely and accurate payroll processing.
• Coordinate the preparation of the division’s annual budget, monthly reconciliation, monthly forecast, and preparation of quarterly budget materials.
• Works closely with Field Sales Training Manager, Information Systems Coordinator, District Sales Managers, and Promotions and Recognition Events Coordinator in a team environment.
• Communicate to the field changes in procedures, company policy, products, underwriting, general insurance updates, Club changes, meetings, training sessions, and information systems.
• Record and monitor any complaints directed to the Field Sales Operations Manager.
• Resolve each issue and discuss with Field Sales Operations Manager.
• Ability to use good judgment and make sound decisions.

Benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)
• Incentive program based upon the achievement of organization, team and personal performance.

What This Job Offers

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