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The Doctors Company · 1 day ago

Senior Sales Analyst

Napa, CA

Full-time

Hybrid

Mid, Senior Level

$67K/yr - $88K/yr

3+ years exp

The Doctors Company is the nation’s largest physician-owned medical malpractice insurer. They are seeking a Senior Sales Analyst responsible for driving efficiency and growth by optimizing business systems, streamlining processes, and delivering actionable insights.

Insurance

Comp. & Benefits

Responsibilities

In partnership with IT, regions and direct sales, develops and supports automated systems that increase efficiency of sales and service for direct business

Ensures system functionality meets direct business requirement and coordinates enhancements as needed

Analyzes systems effectiveness by soliciting feedback from end users and eliminates barriers to performance

Coordinates implementation of direct sales policies, practices and procedures in coordination with regions and national direct sales

In collaboration with Regions and HQ, coordinates development of standardized service agreements to support growth and retention of MPL and outside lines

Coordinates review of standardized sales policies, procedures, and service standards for quality purposes and reports inconsistencies to stakeholders in the regions and HQ

Ensures the implementation of approved sales programs meet applicable Guiding Principles, Goals and Guidelines

Coordinates close-out/retirement of cancelled sales programs

Generates Channel Performance reporting including the development of recommendation of operational adjustments/corrective actions when needed

Responsible for developing and interpreting analytical data that is timely and accurate and designed to assist in the strategic and operation management of the department and direct sales

Collaborates with regions to determine reports needed to manage regional sales teams

Oversees design, production, and distribution of reports

Manages and prioritizes assigned project and department related functions and tasks

Tracks system feature/function updates as assigned, coordinating with business, developers, Project Manager and others as appropriate

Estimates tasks required for business requirements or quality assurance, track progress against estimates, and report status

Designs, develops and proposes a plan to implement new/modified IT products and services in conjunction with other departments

The plan includes:

Production Implementation Process

Communication Strategy (Internal/External)

Software evaluation, design, develop, test, and monitor effectiveness

Training Roll-out Plan, including setting deadlines and assigning responsibilities (Internal/External)

Lead a team or committee to support the implementation and execution of the identified plan

Monitor and manage progress against the plan and report results to Leadership

Authorizes and coordinates the migration of application changes, enhancements and fixes between testing and production environments

Trains system users on software use and assists in training other analysts on development and analysis tools

Consults with users, project team (and department team as needed) to determine software and system functionality to meet business system needs

Designs and develops queries, reports and reporting systems as needed for project and business needs

Provides solutions: Analyzes, designs and documents modifications for computer systems and programs including requirements documentation, prototypes, mock-ups and system documentation

Develops test cases with fully designed expected results to meet system functional requirements

Performs system functional testing utilizing existing or newly developed test cases application development, modification, and/or software version upgrades

Analyzes test results, including user interface data presentation, output documents, and database field values, for accuracy and consistency

Creates system/user documentation and Trains system users on Software functionality and usage

Monitors progression of issues/defects and retests as needed

Design, develop and propose plans to implement new/modified IT functionality and services in conjunction with other departments

Develops overall project Test Plan that incorporates all project testing needed

Monitors overall system functionality throughout project life cycle

Strives to improve healthcare industry knowledge and product knowledge

Works to improve knowledge of and presentation skills for TDC'S services

Works to improve sales and customer relationship skills

Accepts delegated tasks willingly and follow through on assignments with accountability and attention to detail

Takes on various projects and assignments from management, ensuring timely completion and alignment with company goals

Provides regular updates to leadership on assigned projects, meeting deadlines and delivering quality results

Assists with department and company-wide initiatives, including research, surveys, audits, and process improvements

Stays flexible and ready to take on additional responsibilities as needed to support team and organizational objectives

Supports business process optimization and efficiency by identifying opportunities for improvement and implementing solutions as needed

Qualification

SalesforcePower BIData analysisWorkflow analysisProject managementTraining skillsInterpersonal skillsDocumentation skillsFlexibility

Required

Three to five (3–5) years' experience; insurance company/agency experience a plus

Bachelor's degree or equivalent combination of education and experience required

Proficiency in Salesforce and Power BI, with intermediate to advanced Excel skills for data analysis and reporting

Ability to collaborate with IT and cross-functional teams to design, implement, and optimize automated systems that improve efficiency

Skilled in analyzing workflows, identifying barriers, and ensuring policies, procedures, and service standards meet organizational goals

Strong analytical skills to develop accurate, timely reports and actionable insights for strategic and operational decision-making

Proven ability to manage multiple projects, prioritize tasks, and deliver results within deadlines using structured plans and communication strategies

Competence in creating test cases, performing functional testing, analyzing results, and ensuring system integrity throughout the lifecycle

Ability to prepare clear documentation and deliver effective training for system users and team members

Strong interpersonal skills to work with regions, HQ, and stakeholders on initiatives, policies, and system enhancements

Flexibility to take on diverse assignments, troubleshoot issues, and implement solutions that optimize business processes

Commitment to improving industry knowledge, product expertise, and presentation skills to support organizational growth

Ability to lead committees or teams for implementation projects, monitor progress, and report results to leadership