BRMS · 11 hours ago
Sales Analyst
Folsom,CA,US
Full-time
Onsite
Mid Level
3+ years expBRMS is seeking a Sales Analyst to support their sales department with a range of administrative duties. The role involves gathering and analyzing data, preparing reports, and assisting the sales team with various tasks to drive business growth.
FitnessHealth CareWellness
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
Organize meetings through online conference sites such as Zoom & Microsoft Teams
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
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
Assist in the creation of letters of Intent for prospective clients for review and approval by Sales Team
Assist in the creation of newly sold client documentation (Newly Sold Checklist) for review and approval by Sales Team
Qualification
Required
Strong computer skills, including Word, Excel, Outlook (email, calendars, scheduling & tasks), Adobe Professional and Power Point
Excellent customer service skills, both in person and over the phone
Must be dependable and maintain excellent attendance
Ability to maintain confidentiality
Ability to work independently with little or no supervision
Ability to grow with changing demands of the position and the company
Ability to work with multiple groups to produce positive results
Demonstrated ability to work well in cross functional teams
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
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
Ability to read, speak, and write effectively in English
Ability to interpret documents such as safety rules, memos, letters, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before customers or employees of organization
Ability to effectively address or resolve customer service issues within guidelines of the position
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Valid, class C license in state working with no adverse driving record
Preferred
Product knowledge/Working knowledge of health care benefit plans and contracts
3-5 years experience in HealthCare or insurance industry
Company
BRMS
BRMS is a health & wellness company offering online benefit administration solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Schafer
Chief Executive Officer
Company data provided by crunchbase