Sales Analyst: Data-Driven Growth & Proposals

Benefit & Risk Management Services, Inc.; Folsom (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Benefit & Risk Management Services, Inc. in California seeks a Sales Analyst to support the sales team with data analysis, reporting, and forecasting.

Responsibilities include managing the sales inbox, coordinating RFPs, updating Salesforce, preparing client correspondence, and presenting findings to management.

Candidates should have strong MS Office skills (Excel, Word, Outlook), experience in healthcare or self-funded plans, and the ability to work independently.

Qualifications

• Proficiency in self-funded plan proposals and risk assessment.
• Strong MS Office skills including Word, Excel, Outlook.
• Experience with stop-loss and TPA quoting is preferred.
• Excellent customer service and reliability.
• Ability to maintain confidentiality and work independently.

Responsibilities

• Learn BRMS services and partner offerings.
• Prepare correspondence and reports for underwriting files.
• Coordinate projects and timelines; follow up to meet deadlines.
• Organize meetings via Zoom and Teams.
• Develop and implement new products with clients to drive growth.
• Prepare and present sales reports and forecasts.
• Manage Sales In-box and support prospect inquiries.
• Assist with RFP questionnaires and communications.
• Update Salesforce and track pipeline.

Skills

Self-Funded Proposals

MS Office

Stop-Loss Quoting

Adobe Acrobat

Customer Service

Attendance

Confidentiality

Independent Work

Growth Mindset

Education

High school diploma or GED

Tools

Adobe Acrobat

Job description

Benefit & Risk Management Services, Inc. in California seeks a Sales Analyst to support the sales team with data analysis, reporting, and forecasting.

Responsibilities include managing the sales inbox, coordinating RFPs, updating Salesforce, preparing client correspondence, and presenting findings to management.

Candidates should have strong MS Office skills (Excel, Word, Outlook), experience in healthcare or self-funded plans, and the ability to work independently.