JOB SUMMARY

Supports the Health Commercial Market department by analyzing performance data, identifying trends, and providing insights that drive strategic decision-making. This role collaborates with sales leadership, underwriting, marketing, and operations to optimize sales performance, improve processes, and support growth initiatives. Key responsibilities include managing, analyzing, and standardizing sales and retention activity data, serving as a central point of contact for proposal requests, and ensuring timely and accurate completion of sales activities reports. The ideal candidate is highly organized, detail-oriented, and able to provide exceptional customer service to employer-sponsored plan clients and prospects.

ESSENTIAL FUNCTIONS

Sales Performance Analysis and Reporting:
Develop and maintain dashboards and reports to track sales targets, pipeline activity, conversion and retention rates, and analyze sales performance metrics including new member growth, retention, broker performance, and revenue trends.
Provide actionable insights into sales leadership to improve productivity and market penetration.
Prepare and deliver key reports to executive leadership, including monthly and ad-hoc reports.
Develop and maintain analytical tools such as: Pivot Tables,Logical Functions, Text Functions, Modern LookUp, Conditional Aggregation,Error Handling,Dynamic Arrays,Chart Visualization,Power Query, etc,  to quickly analyze sales and retention data 
Data Management and Administration:
Manage and analyze sales and retention activity data, serving as a central point of contact for proposal requests and ensuring timely and accurate completion of sales activities reports 
Responsible for the update and maintenance of Sales and Retention Logs, managing data entry for all prospects and existing clients, including elements such as group information, broker details, contracts, members, current and renewal Estimated Annual Premium (EAP) information, and other relevant data elements.
Collect, validate, and analyze data from different sources such as enrollment platforms and internal databases.
Maintain accurate and up-to-date records of prospects, quotes, sales, and renewal results through defined Excel report templates and other sales management tools.
Strategic and Cross-Functional Support:
Assist in forecasting sales results and market opportunities and support sales incentive programs.
Identify opportunities for growth in employer groups
Work closely with underwriting, finance, marketing, product, and compliance teams, translating business requirements into data and reporting solutions.
Support product launch analysis and sales campaign performance
Market and Competitive Analysis:
Research market trends, competitor offerings, and regulatory changes in the health insurance industry.
Provide insights to support pricing strategies and product positioning.
Operational and Administrative Tasks:
Act as the primary administrator of specific email addresses, evaluating, classifying, and assigning requests for proposals, quotes, and other inquiries to the appropriate Sales Executive.
Ensure timely and professional responses to all requests and maintain accurate records of all correspondence.
Coordinate recurrent meetings with Sales Executives to reconcile and obtain necessary data elements for report completion.

EDUCATION

EXPERIENCE

Bachelor’s Degree in Arts, Science, or Business Administration (preferable Accounting, Finance, Marketing); with one (1) to three (3) years of related experience.

LICENSES AND CERTIFICATIONS

COMPETENCIES