Sales Operations Analyst

Brotherhood Mutual Insurance Company•Fort Wayne, IN

1d•Onsite

About The Position

The Sales Operations Analyst assists sales personnel and sales management with projects involving the development, design, automation, compilation, preparation, analysis, summarization, and testing of information for sales, operational, and financial needs. The role collects, evaluates, and analyzes sales information and provides observations and recommendations to sales management and staff, agents, and other departments within Brotherhood Mutual. The position supports sales growth and business performance by analyzing data, identifying trends and discrepancies, reviewing operational workflows, preparing reporting and dashboards, and communicating findings. It collaborates with internal departments and technology vendors on analysis and business development initiatives. The role requires familiarity with church operations and professional conduct appropriate to Brotherhood Mutual’s church and related ministries market.

Requirements

Bachelor’s degree in business, finance, statistics, or a related field.
Two to four years of general business, insurance, or financial industry-related experience, including research, qualitative or quantitative business analysis, data mining, or related experience.
Ability to plan, manage, and administer complex research projects.
Good interpersonal skills and ability to interact with all levels of administration and management.
Solid research, organizational, analysis, and summarization skills.
Excellent customer service, time management, and analytical skills.
Effective verbal, written, and listening communication skills.
Ability to effectively interface with external contacts, Brotherhood employees, managers, and department staff.
Familiarity with church operations and the ability to conduct oneself in a manner that will not alienate or offend people in the company’s target market.

Nice To Haves

Master’s degree.
Thorough knowledge of company systems and workflow.

Responsibilities

Understand objectives, business strategies, and key performance indicators to provide actionable information and analysis that support sales growth and business performance.
Identify data trends, data discrepancies, and financial data, and recommend business solutions to the management team.
Work with interdepartmental teams, including R&D, Compliance, Underwriting, ERM, BI, Finance, and Marketing, on collaborative data analysis projects.
Review operational workflows, document findings, and provide recommendations to sales management.
Serve as a subject matter expert in data analysis and the use of technology.
Conduct complex analysis using various IT platforms to maximize efficiency and provide accurate results.
Develop and provide ad hoc and scheduled reporting to sales management and related business areas.
Create and improve sales dashboards and disseminate information daily.
Develop presentations communicating analytical findings.
Partner with interdepartmental teams and technology vendors to implement business development initiatives.
Assist with executing project deadlines and schedules.
Complete other projects as assigned.