Sales Support Analyst- Irving TX- Hybrid
About The Position
The Sales Support Analyst works in a team environment preparing statistical analysis and claims experience reports, value-added product information, and marketing materials for renewing and prospective clients. The role supports both new and current business by completing proposals and questionnaires and serves as the primary coordination point for sales-related deliverables. The analyst ensures requests are clearly defined, prioritized appropriately, and completed on time. The position works cross-functionally with sales, marketing, client services, reporting and analytics, stop-loss marketing, operations, product, and other internal teams, translating sales and client needs into actionable requests and deliverables that support business development, client retention, and revenue growth. It also requires organization and regular interaction with insurance companies, internal and external clients, and sales channels.
Requirements
- Two to four years of experience in sales support, proposals, healthcare administration, or reporting.
- Strong Microsoft Office skills, including Excel, Word, Access, PowerPoint, and Outlook.
- Excellent written and verbal communication and interpersonal skills, including professional phone etiquette.
- Ability to multitask with strong organizational skills and attention to detail.
- Strong computer skills, including Microsoft Office 365, Salesforce, and other business-related software systems.
- Ability to prioritize multiple tasks with a sense of urgency.
- Flexibility to work both independently and with others, take direction, multitask, prioritize, act proactively, and solve problems.
- Strong mathematical and analytical skills.
Nice To Haves
- Bachelor’s degree.
- Experience with Adobe Pro.
- Experience with Salesforce CRM.
- Basic insurance knowledge and an understanding of Stop Loss.
Responsibilities
- Prepare and update proposals, quote requests, questionnaires, contracts, and agreements for new and current business based on client needs.
- Analyze proposal and questionnaire requirements and instructions to identify data needs, deadlines, and response gaps.
- Track proposal progress, version control, and deadlines to support on-time submissions.
- Manage and maintain proposal content libraries, templates, and Q&A databases to keep information current and reusable.
- Review deliverables for quality and alignment with client requirements, branding, and organizational standards.
- Support formatting, compliance and quality assurance checks, and final production of proposal deliverables.
- Prepare reporting packages for current client reviews and customize reports for clients.
- Perform spreadsheet, data-entry, and database work.
- Interface regularly with the Sales Support Manager, Sales and Account Executives, Marketing, Network and other Strategic Partners, Underwriting partners, customers, suppliers, and employees outside the immediate work area to exchange information.
- Report to and assist Sales Support Leadership with assigned administrative or departmental tasks.
- Assist with producing proposals for value-added products and services and incorporating them into presentations for new and existing clients.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
