Sales Analyst

BRMS • Folsom, CA

2d • $29 - $33 • Onsite

About The Position

The Sales Analyst will provide support to the sales department and perform a broad range of administrative duties. This role involves learning BRMS services and solutions, preparing various reports and correspondence, managing projects, organizing meetings, identifying new business opportunities, preparing sales reports and forecasts, and performing other administrative activities for the sales department. The role also includes managing the sales inbox, supporting the sales team from inquiry to implementation, assisting with RFP questionnaires, evaluating sales inquiries, identifying needed underwriting information, following up on marketing leads, and updating the sales database using Salesforce. Additionally, the Sales Analyst will assist in creating letters of Intent and documentation for newly sold clients.

Requirements

• Proficiency in Self-Funded Plan Proposals: Proven ability to analyze group demographics, historical claims data, and risk profiles to generate accurate, competitive financial proposals and quotes for self-insured employer health plans.
• Strong computer skills, including Word, Excel, Outlook (email, calendars, scheduling & tasks), Adobe Professional and Power Point.
• Excellent customer service skills, both in person and over the phone.
• Must be dependable and maintain excellent attendance.
• Ability to maintain confidentiality.
• Ability to work independently with little or no supervision.
• Ability to grow with changing demands of the position and the company.
• Ability to work with multiple groups to produce positive results.
• Demonstrated ability to work well in cross functional teams.
• High school diploma or general education degree (GED); and minimum of two years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, speak, and write effectively in English.
• Ability to interpret documents such as safety rules, memos, letters, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before customers or employees of organization.
• Ability to effectively address or resolve customer service issues within guidelines of the position.
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Valid, class C license in state working with no adverse driving record.

Nice To Haves

• Stop-Loss and TPA Quoting Expertise: Demonstrated skill in calculating fixed costs, specific/aggregate stop-loss insurance attachments, and administrative fees to construct comprehensive alternative-funding sales packages.
• Product knowledge/Working knowledge of health care benefit plans and contracts preferred.
• 3-5 years experience in HealthCare Industry.

Responsibilities

• Learn the services and solutions provided by BRMS, carriers, vendors and partners.
• Prepare a variety of correspondence and/or reports for the underwriting file, which may include gathering and summarizing information, analysis and summary of data, creating spreadsheets, charts, and/or graphics, and entering, retrieving and/or manipulating data within software programs or databases.
• Complete and/or coordinate activities related to assigned projects; assist in establishing project timetables, action steps and status updates; follow-up, as appropriate, to ensure timely execution to meet established deadlines.
• Organize meetings through online conference sites such as Zoom & Microsoft Teams.
• Accomplish department and organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Attend online and in-person broker/prospective client meetings, networking events, etc. as needed.
• Develop and implement new products with current clients to drive business growth.
• Identify new business opportunities with current clients.
• Prepare and present sales reports and forecasts to senior management.
• Perform other support and administrative activities needed for the sales department as assigned by Management.
• Manage Sales In-box.
• Support the Sales team as it relates to a prospect; from the time of inquiry to the implementation process.
• Assist the Sales Team with Request for Proposal (RFP) questionnaires on behalf of prospective clients.
• Build trust by disclosing accurate and relevant information through timely and concise communications.
• Evaluate and respond to inbound sales inquiries, RFP responses and routine sales follow up.
• Identify and ask for additional underwriting information needed to quote.
• Follow up with sales team for lead contacts from marketing campaigns.
• Sales database & pipeline updating and reporting using Salesforce.
• Assist in the creation of letters of Intent for prospective clients for review and approval by Sales Team.
• Assist in the creation of newly sold client documentation (Newly Sold Checklist) for review and approval by Sales Team.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED