Sales Analyst

AAA • Costa Mesa, CA

6d • $31 - $41

About The Position

The Sales Administration Analyst is a key liaison with the Insurance Business Manager. The role develops forms and reports to facilitate communication of field sales results, underwriting results, staffing, and budget. It also supports sales compensation administration, payroll coordination, budget preparation, and communication with the field.

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 sound judgment.

Nice To Haves

• Experience with SQL, Tableau, Captivate, and 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.
• Act as the primary liaison with Payroll to help ensure timely and accurate payroll processing.
• Coordinate preparation of the division’s annual budget, monthly reconciliation, monthly forecast, and quarterly budget materials.
• Work in a team environment with the Field Sales Training Manager, Information Systems Coordinator, District Sales Managers, and Promotions and Recognition Events Coordinator.
• Communicate field updates about procedures, company policy, products, underwriting, general insurance updates, 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.
• Use good judgment and make sound decisions.
• Travel occasionally to off-site business meetings or conferences (5%).

Benefits

• Health coverage for medical, dental, and vision.
• 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