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 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 PI187268696

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