Sales Analyst

SUMMARY: The Sales Analyst will provide support to the sales department and perform a broad range of administrative duties.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• 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:

o Gathering and summarizing information from various sources

o Analysis and summary of data

o Creating spreadsheets, charts, and/or graphics

o 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.

Sales/Quoting/Underwriting

• 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

Contracts & Document Creation

• 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

Supervisory Responsibilities: This job has no supervisory responsibilities.