Business Reporting Analyst

HealthFitness; Lake Forest (IL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health/dental/vision insurance

401(k) plan

Job summary

HealthFitness, a Trustmark company, seeks a data-driven Sales Analytics Specialist to support national sales operations. The role focuses on reporting, data mining, and optimization of case participation and sales trends across internal systems.

You will collaborate with sales, operations, and underwriting to deliver accurate, stakeholder-ready insights. Proficiency in Excel, Word, Salesforce, and data visualization tools is required.

Qualifications

• Bachelor’s Degree or two or more years of experience in reporting or data management.
• Excellent analytical skills with ability to find meaningful relationships.
• Strong project management skills to handle multiple projects with deadlines.
• Strong technical skills to merge data from various sources and translate into user-friendly reports.
• Proficient in Microsoft Word and Excel with advanced features.
• Able to communicate clearly, both verbally and in writing, with strong presentation skills.
• Strong interpersonal and collaboration abilities.
• Well organized with sound judgment to make decisions based on data.

Responsibilities

• Assist National Sales in proposal fulfillment and sales operations activities.
• Gather client and company information to assess business effectiveness.
• Update proposal tracking system and coordinate with internal/external partners.
• Produce standard and custom client/broker reports using Salesforce, Excel, Insights, and Word.
• Analyze data to identify sales trends and financial information; present findings to management.
• Maintain Sales Compensation contracts and special case agreements; manage RSX marketing expenses and invoices.

Skills

Analytical skills

Project management

Microsoft Excel

Microsoft Word

Data analysis

Communication skills

Interpersonal skills

Organization skills

Education

Bachelor’s Degree

Experience in reporting

Tools

Salesforce

Microsoft Excel

Insights

Microsoft Word

Job description

Aug 18, 2026

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

Assists the National Sales staff in proposal fulfillment and general sales operation activities. Works closely with the sales, operations, and underwriting areas to gather client and company level information to help assess the effectiveness of our business. Primarily responsible for sales reporting, analysis, and updating sales management tracking tools.

Key Accountabilities

Responsible for updating proposal tracking system. As part of the duties for this role the individual will be responsible for reaching out to internal and external business partners to obtain and/or clarify information related to the case proposal.

Assist with Sales Reporting-Persistency Letters, Projected Premium Reports, and Producer Reports.

Produce standard and custom client and broker level reports, utilizing Salesforce, Microsoft Excel, Insights, and Word

Utilize various internal and external data sources to produce reports and perform custom data mining to identify information related to case participation, sales trends, and various financial information.

Formulate key findings and recommendations to management based on data analysis

Maintaining Sales Compensation contracts and special case agreements.

Managing RSX marketing expenses and invoices.

Maintaining list of at risk and terminated clients.

Bachelor’s Degree, or two or more years of experience in reporting or data management.

Excellent analytical skills, including the ability to examine data for meaningful relationships.

Strong project management skills, including the ability to manage and prioritize multiple projects simultaneously while meeting deadlines.

Strong technical skills including the ability to merge data from various sources, summarize data, translate data into a user-friendly report, run statistical testing on the data to determine significance and relationships within the data, and data mine for necessary drill-down metrics.

Proficiency with Microsoft Office applications including advanced use of Microsoft Word and Excel.

Ability to effectively communicate in verbal and written formats, including strong presentation skills.

Strong interpersonal and collaboration skills.

Well organized to effectively plan and follow-through with any task assigned.

Sound judgment and ability make decisions based on knowledge and previous experience.

Preferred

Bachelor’s Degree or related experience.

Experience supporting a sales environment.

Experience administering CRM applications (Saleforce.com).

Voluntary/ Worksite and/or Group marketplace experience.

Brand: Trustmark

Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.

HealthFitness

HealthFitness designs and manages fitness solutions for leading companies and organizations.

HealthFitness, a Trustmark company, specializes in creating and managing tailored fitness solutions, fostering community health and well-being for clients nationwide for over 50 years.

Wellness and Fitness Services Recreational Facilities Entertainment Providers

400 Field Drive, Lake Forest, IL 60045, US