New Business Sales Support Analyst Job Description

Role Summary

This position will work in a team environment with other staff members to prepare statistical analysis reports, claims experience reports, value-added product information, and various other marketing materials for both renewing and prospective clients. This position also requires organization and interaction with insurance companies, internal and external clients, and sales channels.

Daily role responsibilities:

• Prepare and update new and current business proposals, quote requests, questionnaires, contracts, and agreements based on the needs of clients.
• Prepare quarterly reporting packages for current client reviews, as well as customize reports for clients.
• Spreadsheet and database work.
• Interface directly with Sales Director for WI, Brokers, Sr. Underwriters and VP UW & SS, customers, suppliers, or company employees outside the immediate work area on a regular basis to give or exchange information.
• Report to and assist Sales Director for WI with any administrative or departmental tasks as assigned.
• Assist with the production of proposals for value-added products and services as they are identified and assimilated into presentations for new and existing clients.
• Other duties as assigned.

This position could be a good fit if you have:

• Understanding in self-funding industry in terms.
• One to two years underwriting, analytical and/or spreadsheet experience in a professional corporate environment.
• Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, and Outlook).
• Experience in Adobe Pro and Salesforce is preferred but not required. 
• Bachelor’s Degree, preferred

Skills, Knowledge & Abilities:

• A self-starting attitude with the ability to work independently.
• A sense of urgency and the ability to prioritize multiple tasks.
• Good written and verbal communication skills including professional phone etiquette.
• Good interpersonal skills.
• Strong computer skills including Microsoft Office 365 (specifically Excel), Salesforce, and other business-related software systems.
• Strong organizational skills with good attention to detail.
• Successful candidates must be flexible, enjoy working with others, must take direction well, able to multi-task, prioritize, and enjoy being a problem solver.
• Strong Mathematical/Analytical skills.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Physical and Emotional Demands: 

While performing the duties of this job, the employee is frequently required to sit. The employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

Equal Employment Opportunity Policy Statement

Lucent Health Solutions, Inc. is an Equal Opportunity Employer.