Insurance Sales Analytics Specialist

AAA; Costa Mesa (CA); On-site; USD 43,000 - 57,000; Full time

Benefits offered by this job

Health coverage for medical, dental, &

401(K) and Pension

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

AAA in Costa Mesa, CA is seeking a Sales Analyst who will act as a key liaison with the Insurance Business Manager and develop forms and reports to communicate field sales results, underwriting results, staffing and budget. You will manage Pro Pay, agent and manager compensations, work with Payroll, and help prepare annual budgets, forecasts and monthly reconciliations.

The role requires 4-6 years insurance processing and advanced MS Office, including PowerPoint.

Qualifications

• Bachelor's-equivalent combination of education and experience required.
• 4-6 years Insurance processing or related experience.
• Advanced proficiency in Microsoft Office products required.
• Advanced proficiency in Power Point required.
• Ability to work well with numbers.
• Ability to use sound judgment.
• SQL, Tableau, Captivate, and Guidewire experience is a plus.

Responsibilities

• Serve as the primary resource for Pro Pay and agent/manager compensation.
• Create, maintain and update Pro Pay manual and compensation documentation.
• Liaise with Payroll to ensure timely and accurate payroll processing.
• Coordinate division budget, monthly reconciliation, forecast and quarterly materials.
• Collaborate with Training, IS, District Sales Managers, and Promotions team.
• Communicate field changes in procedures, policy, products, underwriting, and IS.
• Record and address field complaints with Field Sales Operations Manager.
• Use good judgment and make sound decisions.

Education

Bachelors Equivalent combination of education and experience

Tools

SQL

Tableau

Captivate

Guidewire

Job description

AAA in Costa Mesa, CA is seeking a Sales Analyst who will act as a key liaison with the Insurance Business Manager and develop forms and reports to communicate field sales results, underwriting results, staffing and budget. You will manage Pro Pay, agent and manager compensations, work with Payroll, and help prepare annual budgets, forecasts and monthly reconciliations.

The role requires 4-6 years insurance processing and advanced MS Office, including PowerPoint.