Sales Analyst

Auto Club Of Southern Calif; Costa Mesa (CA); On-site; USD 43,000 - 57,000; Full time

Benefits offered by this job

Health coverage

401(k) + Pension

Tuition assistance

Floating holidays & PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

Auto Club Enterprises in Costa Mesa, CA is seeking a Sales Analyst to act as a key liaison with the Insurance Business Manager. The role focuses on developing forms and reports to communicate field sales results, underwriting performance, staffing, and budgets.

You will own compensation data for Pro Pay and several sales roles, keep the Pro Pay manual updated, coordinate payroll, prepare the division's budgets and forecasts, and communicate updates to field staff.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 4-6 years insurance processing or related experience.
• Advanced proficiency in Microsoft Office; PowerPoint highly required.
• Experience with SQL, Tableau; Cap tivate and Guidewire are a plus.

Responsibilities

• Primary resource for Pro Pay, Sales Agent and manager compensation.
• Create, maintain, and update the Pro Pay manual and compensation docs.
• Liaise with Payroll for timely payroll processing.
• Coordinate division budgeting, monthly reconciliations and forecasts.
• Collaborate with Field Sales Training, IS Coordinator, and District Managers.
• Communicate policy, product and system updates to field staff.
• Record and resolve field complaints with the Field Sales Operations Manager.
• Exercise sound judgment in decision making.

Skills

Microsoft Office

PowerPoint

SQL

Tableau

Captivate

Guidewire

Education

Bachelor's degree or equivalent

Tools

Guidewire

Captivate

Job description

Sales Analyst

The Sales Administration Analyst is a key liaison with the Insurance Business Manager and is responsible for a number of functions including the development of forms and reports to facilitate communication of field sales results, underwriting results, staffing and budget.

Job Duties

• Primary resource of Pro Pay, Sales Agent compensation, District Sales Manager compensation and Unit Sales Manager compensation.
• Responsible for creating, maintaining, and updating the Pro Pay manual and sales manager compensation documentation.
• Primary liaison with Payroll to ensure timely and accurate payroll processing.
• Coordinate the preparation of the division's annual budget, monthly reconciliation, monthly forecast, and preparation of quarterly budget materials.
• Works closely with Field Sales Training Manager, Information Systems Coordinator, District Sales Managers, and Promotions and Recognition Events Coordinator in a team environment.
• Communicate to the field changes in procedures, company policy, products, underwriting, general insurance updates, Club changes, meetings, training sessions, and information systems.
• Record and monitor any complaints directed to the Field Sales Operations Manager. Resolve each issue and discuss with Field Sales Operations Manager.
• Ability to use good judgment and make sound decisions.

Qualifications

• Bachelors Equivalent combination of education and experience Required
• 4-6 years Insurance processing or related experience. Required
• Advance proficiency in using all Microsoft Office software products required.
• Advance proficiency in using Power Point required.
• Ability to work well with numbers
• Ability to use sound judgment
• SQL, Tableau, Captivate, and Guidewire experience is a plus

Travel Requirements

Occasional travel to off-site business meetings or conferences. (5% proficiency)

The starting pay range for this position is:

$31.10 - $41.42 Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable benefits:

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity - we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value."

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).