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Sales Data Analyst

Company: Elite Insurance Partners
Location: Palm Harbor
Posted on: August 7, 2022

Job Description:

Elite Insurance Partners ranks in the top 5 Medicare brokerages in the nation and our licensed agents are considered to be the best in the Medicare insurance industry. Our company consists of a group of high-performance individuals who have an entrepreneurial mindset and a deep passion for what they do and why they do it. The Sales Data Analyst is a key role supporting the sales team. You will be responsible for the collection, analysis, and reporting of sales related data in an on-going effort to determine sales productivity trends. Primary Responsibilities:

  • Collect and analyze sales data, identify trends, forecast, and provide additional insights using advanced analytical methods
  • Review sales data to determine productivity trends
  • Provide accurate reports using both internal and external data sources
  • Prepare and deliver data visualizations based on sales performance to leadership team, translating analytic insight into actionable recommendations
  • Transform raw data into actionable insights on sales performance and lead pipeline management
  • Ensures data integrity practices and procedures are implemented and adhered to for quality compliance and to meet industry standards
  • Ensuring compliance with HIPPA data security requirements
  • Storytelling with data via dashboards and data visualizations in tools such as Tableau or Google Data Studio and good presentations skillsDesired Skills and Experience
    • Bachelor's degree in a relevant quantitative field such as business/data analytics, statistics, mathematics. Alternative, Bachelor's degree in Business Administration with an emphasis in quantitative discipline or Marketing
    • 3+ years in an analytical role
    • Highly proficient with Excel
    • Minimum 2 years' experience using SQL a database management tool. Experience with querying relational database systems required.
    • Experience with Datorama and Salesforce/Einstein or equivalent data analytics and visualization tools a plus
    • Communicator with strong interpersonal skills; ability to work effectively with all levels of the organization
    • Proven track record in strategizing and partnering with an executive team on building out an analytics framework based on the business strategy and business questions
    • Proficient in working with large data setsPI187247771

Keywords: Elite Insurance Partners, Palm Harbor , Sales Data Analyst, Professions , Palm Harbor, Florida

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