Sales Analyst
Core
Develop forms and reports to facilitate communication of field sales results, underwriting results, staffing, and budget; serve as primary resource for sales agent and manager compensation.
Role type
Sales Administration Analyst
Builds
Sales compensation reports, budget forecasts, and reconciliation documents
Domain
Insurance / Sales Operations
Deliverable
dashboards & analysis
Required skills
Insurance processing, Microsoft Office suite, PowerPoint, numerical analysis, procedural communication, complaint resolution
Preferred skills
None stated
Technologies
Microsoft Office, PowerPoint
Responsibilities
Create and maintain Pro Pay manual and sales manager compensation documentation; coordinate annual budget, monthly reconciliation, and quarterly forecast materials; liaise with Payroll for accurate processing; communicate policy and product updates to the field; record and resolve complaints directed to Field Sales Operations Manager
Seniority
Mid-level IC
