Job Title: Sales Operations Analyst
FLSA Status: Exempt
Job Family: Sales
Department: Sales
Location: Corporate Office (Fort Wayne, IN)
JOB SUMMARY
Assist sales personnel and sales management to carry out project tasks to develop, design, automate, compile, prepare, analyze, summarize and test information used for sales, operational, and/or financial needs. Responsible for collecting, evaluating and analyzing sales information in order to provide observations and recommendations to sales management/staff, agents, and other departments within Brotherhood Mutual.
POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Understand objectives, business strategies, and key performance indicators to provide actionable information and analysis to support sales growth and business performance.
- Identify data trends, data discrepancies, and financial data to provide recommended business solutions to the management team.
- Work with interdepartmental teams to share data for collaborative analysis projects; R&D, Compliance, Underwriting, ERM, BI, Finance, and Marketing.
- Review operational workflows, document findings, and provide recommendations to sales management.
- Serve as subject matter expert in data analysis and the use of technology.
- Conduct complex analysis utilizing various IT platforms to maximize efficiency and provide the most accurate results.
- Develop and provide ad hoc and scheduled reporting to sales management and related business areas.
- Create sales dashboards and improve existing dashboards and disseminate information daily.
- Develop presentations communicating analytical findings.
- Partner with interdepartmental teams and technology vendors to implement business development initiatives.
- Assist in execution of project deadlines and schedules.
- Complete other projects as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to plan, manage, and administer complex research projects.
- Must demonstrate good interpersonal skills and the ability to interact with all levels of administration and management.
- Solid research, organizational, analysis and summarization skills.
- Data management reporting tools
- Excellent customer service, time management, and analytic skills
- Effective verbal, written, and listening communication skills.
- Thorough knowledge of company systems and workflow is desired.
- Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications
- Bachelor’s degree in business, finance, statistics or related field.
- Must have two to four years of general business, insurance or financial industry-related experience to include research, qualitative/quantitative business analysis, data mining, or other related experience.
- Master’s degree is desired.
Terms and Conditions
This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.
Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
