Sales Analyst

AAA • Costa Mesa, CA

5d • $30 - $40

About The Position

Sales Analyst 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. 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.

Requirements

• Bachelors Equivalent combination of education and experience
• 4-6 years Insurance processing or related experience desired
• Advanced proficiency in using all Microsoft Office software products
• Strong proficiency in using Power Point
• Ability to work well with numbers
• Ability to use sound judgment
• #LI-LG1

Responsibilities

• Primary resource of Pro Pay, Sales Agent compensation, District Sales Manager compensation and Unit Sales Manager compensation.
• Responsible for 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.
• 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 plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees