Sales Data & Forecasts Analyst

BRMS; Folsom (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

BRMS is seeking a Sales Analyst to support the sales department and handle a broad range of administrative duties. You will learn BRMS services, prepare underwriting materials, and manage data and reports.

The role requires proficiency in MS Office, Salesforce, and strong customer service skills, with the ability to work independently and handle multiple tasks in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Minimum two years related experience.

Responsibilities

• Learn services offered by BRMS, carriers, vendors and partners.
• Prepare correspondence and reports for the underwriting file.
• Manage sales in-box and respond to inquiries.
• Update Salesforce pipeline and generate sales reports.
• Attend broker/prospective client meetings as needed.

Skills

Self-Funded Plan Proposals

MS Office

Salesforce

Customer service

Data analysis

Independent work

Education

High school diploma or GED

Tools

Word

Excel

Outlook

Adobe Acrobat

PowerPoint

Job description

BRMS is seeking a Sales Analyst to support the sales department and handle a broad range of administrative duties. You will learn BRMS services, prepare underwriting materials, and manage data and reports.

The role requires proficiency in MS Office, Salesforce, and strong customer service skills, with the ability to work independently and handle multiple tasks in a fast-paced environment.