Job DescriptionYour RoleThe Sales Analysis and Operations team provides analytical insights through the analysis and interpretation of data in support of new and renewing business, process improvement, and cross-functional solutions. The Sales Analyst, Consultant will report to the Director, Sales Analysis and Operations. In this role you will partner closely with Sales Executives, Sales Consultants, Underwriting, and Product to turn complex data into clear, actionable insights that help win new business and retain existing clients. Your work will directly inform case strategy, strengthen renewal and RFP submissions, and identify opportunities to improve how our teams work together.
ResponsibilitiesYour Work In this role, you will:
- Create insights to drive growth and retention of business, drive process improvement, and inform cross-functional solution
- Assimilate highly complex data and report out simplified and clear insights
- Produce, analyze, and interpret data into key themes and findings
- Effectively execute new business and/or renewing client processes and functions including RFP and proposal management
- Contribute to preparation of renewal packages and creation of request for proposals (RFP) submissions and ensuring a timely proposal is delivered to the producer/employer
- Provide case strategy input to Sales Executive or Account Manager and manage strategy or account plan documentation
- Support selling of specialty products, and/or value adds for new or renewal business
QualificationsYour Knowledge and Experience - Requires a bachelor's degree or High School Diploma/GED and 4 years of additional relevant experience in lieu of a degree
- Requires 7 years of prior relevant experience
- Requires demonstrated experience in analysis and interpretation of complex data sets within Excel, prefer analytics experience in Salesforce
- Requires healthcare industry experience
- Requires experience in project management; prefer process improvement and integration with AI
- Requires experience as a process stakeholder and working cross-functionally with business stakeholders
- Must possess excellent time management and organizational skills to be able to handle multiple complex projects simultaneously
Our Workplace Model We believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility - providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in-person interaction, collaboration, connection, creativity and flexibility:
- For most teams, this means coming into the office two days per week.
- Employees living more than 50 miles from an office location, out of state employees, and employees in certain member-facing roles should work with their manager to determine in-office time based on business need.
- For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being.
The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews.
Physical Requirements:Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day.
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