Now Hiring - Sales Analyst in Folsom, CA

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

Salary: $26.00 - $31.00 DOE

Salary Determination: The salary range for this role may vary above or below the posted range as determined by location. This range has not been adjusted for any specific geographic differential applicable by area where the position may be filled. Compensation takes into account several factors including but not limited to a candidate’s experience, education, skills, licensure and certifications, department equity, training and organizational needs. Base pay is just one piece of the total rewards program offered by BRMS. Eligible roles also qualify for a comprehensive benefits package.

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:
  • Gathering and summarizing information from various sources
  • Analysis and summary of data
  • Creating spreadsheets, charts, and/or graphics
  • 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 BRMS Service Agreements for prospective clients for review and approval by Sales Team
• Assist in the creation of BRMS Business Associate Agreements (BAA) for prospective vendors, brokers & 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
• Add any and all appropriate contracts/documents to Salesforce

Supervisory Responsibilities: This job has no supervisory responsibilities.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.