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Sales Data Analyst

Company: Elite Insurance Partners
Location: Palm Harbor
Posted on: August 2, 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 skills

Desired 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 sets

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

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