Provides analytical and administrative support to Sales representative in preparing and submission of new sale quotes
Interact with underwriting on such matters as package quotations, and regular group benefit quotations
Assists in the creation and development of sales proposals and client specific sales presentation materials
Coordinate implementation process with matrix partners (internals / external) to improve client net promoter score
Responsible to coordinate with Sales representative on prospect/broker inquiries, problem solving, and ensuring client intent is captured
Preparing and sending application and supporting documents to clients
Coordinating with operational departments on new business installations
Maintain CRM system, salesforce.com, for new business and growth on existing business
Preparing standard and customized reporting using salesforce.com
Provides ad hoc analyses and operational tasks to understand data: utilizing enterprise tools, best practices and quality standards related to sales
Acts as liaison to other teams to gain information, problem solve and execute various tasks
Participates in project work for market as directed by Sales Administration Manager

A Bachelor's Degree or higher is strongly preferred, preferably in business or business administration
2+ years’ experience in an administrative support role, preferably in the insurance industry and supporting Sales teams
Strong organization skills with the ability to work independently and work on numerous projects at one time
Ability to consistently meet tight deadlines and work under pressure while anticipating the needs of Sales
Understanding of group insurance business strongly desired
Self-directed with a high level of personal accountability and responsibility
Strong analytical and research skills with a high attention to detail
Excellent time management skills and enjoy working in a fast-paced environment
Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Internet Explorer is required
Knowledge of CRM/databases (salesforce.com) is strongly preferred
Strong communication skills (written & oral), in addition to, excellent typing skills and proofreading skills.

health-related benefits including medical, vision, dental, and well-being and behavioral health programs
401(k)
company paid life insurance
tuition reimbursement
a minimum of 18 days of paid time off per year
paid holidays

Senior Sales Effectiveness Analyst

Key skills