Sales Support Analyst
Nashville, TN
In-Office

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.

Minimum Education Licensure and Professional Certification requirement:

• Bachelor’s Degree, preferred
• One to two years underwriting, analytical and/or spreadsheet experience in a professional corporate environment.

Minimum Experience Required

• Strong skills in Microsoft Office (Excel, Word, Access, PowerPoint, and Outlook).
• Experience in Adobe Pro is preferred but not required.
• Experience with Salesforce CRM is preferred but not required.
• Basic insurance knowledge with an understanding of Stop Loss preferred

Required Skills & Abilities

• Good written and verbal communication and interpersonal skills including professional phone etiquette.
• Ability to multi-task with a strong attention to organization and detail
• Strong computer skills including Microsoft Office 365, Salesforce, other business-related software systems.
• A sense of urgency and the ability to prioritize multiple tasks.
• Successful candidates must be flexible, able to both work with others and independently, must take direction well, able to multi-task, prioritize, able to be proactive and a problem solver.
• Strong Mathematical/Analytical skills.

Responsibilities

• Prepare and update new and current business proposals, quote requests, questionnaires, contracts, and agreements based on client needs.
• Prepare reporting packages for current client reviews, as well as customize reports for clients.
• Spreadsheet, data entry, and database work.
• Interface with Sales Support Manager, Sales and Account Executives, Underwriting partners, customers, suppliers, or company employees outside the immediate work area on a regular basis to give or exchange information.
• Report to and assist Sales Support Leadership with any administrative or departmental tasks as assigned.
• Assist with the production of proposals for value-added products and