Sales Analyst

Essential Duties and 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 from various sources.
  • Analysis and summary of data.
  • Creating spreadsheets, charts, and/or graphics.
  • 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.
• 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.
• Identity new business opportunities with current clients.
• Prepare and present sales reports and forecasts to senior management.
• Other support and administrative activities needed for the sales department as assigned by Management.
• Sales/Quoting/Underwriting:
  • 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.
• Contracts & Document Creation:
  • Aid in the creation of letters of Intent for prospective clients for review and approval by Sales Team.
  • Aid in the creation of newly sold client documentation (Newly Sold Checklist) for review and approval by Sales Team.
  • Aid in the creation of letters of Intent for prospective clients for review and approval by Sales Team.
  • Aid in the creation of newly sold client documentation (Newly Sold Checklist) for review and approval by Sales Team.
• Supervisory Responsibilities: This job has no supervisory responsibilities.

Requirements

• Knowledge, Skills & Abilities:
• 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.
• 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.
• Prioritize excellent customer service skills, both in person and over the phone.
• Must be dependable and maintain excellent attendance.
• Maintain confidentiality.
• Work independently with little or no supervision.
• Grow with changing demands of the position and the company.
• Demonstrated ability to work well in cross-functional teams.
• Personal Attributes:
  • Consistently delivers results with energy, drive, and integrity.
  • Acts with the utmost professionalism at all times.
  • Acknowledges problems and responds with appropriate urgency.
  • Well organized and keeps commitments.
  • Excellent communication (verbal and written) skills.
  • Strong computer skills including MS Office (Outlook, Excel); Adobe Acrobat.
• Education and/or Experience:
• A 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.
• Preferred: Working knowledge of health care benefit plans and contracts.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results.
• Preferred: Demonstrated ability to work well in cross-functional teams.
• Preferred: Ability to work with multiple groups to produce positive results