Data Analyst
Description
Elite Insurance Partners located in Tampa, FL ranks in the top 5 Medicare brokerages in the nation and our licensed agents are the best in the Medicare insurance industry.
Our company consists of a group of high-performance individuals who have an entrepreneurial mindset and a deep passion for what they do and why they do it.
The Data Analyst has a key role within our organization. You will be responsible for the collection, analysis, and reporting of all related data in an on-going effort to determine marketing and sales trends.
Successful candidates will have a strong understanding of sales and marketing data analytics, advanced Excel skills (pivot tables, v-lookups, and charts) and experience working with large data sets.
Primary Responsibilities :
- Collect and analyze sales data, identify trends, forecast, and provide additional insights using advanced analytical methods
- Develop a thorough understanding of the data universe at EIP
- Transform and cleanse data for efficient and effective reporting processes
- Review sales data to determine productivity trends
- Provide accurate reports using both internal and external data sources
- Prepare and deliver data visualizations based on performance to leadership team, translating analytic insight into actionable recommendations
- Transform raw data into actionable insights on performance and lead pipeline management
- Ensure data integrity practices and procedures are implemented and adhered to for quality compliance and to meet industry standards!
- Ensuring compliance with HIPPA data security requirements
- Storytelling with data via dashboards and data visualizations and good presentation skills
Required Skills and Experience
- Experience with Salesforce CRM Analytics or Datorama
- Demonstrated ability to write SOQL queries
- 1-3 years in an analytical role
- Excel skills (pivot tables, v-lookups, and charts)
- Experience working with large data sets
- Bachelor's degree in a relevant quantitative field such as business / data analytics, statistics, mathematics. Alternatively, Bachelor's degree in Business Administration with an emphasis in quantitative discipline or Marketing
Desired Skills and Experience
- Familiarity with SQL, SAQL and other query languages preferred
- Experience with design and / or maintenance of data environments
- Communicator with strong interpersonal skills; ability to work effectively with all levels of the organization
- Proven track record in strategizing and partnering with an executive team on building out an analytics framework based on the business strategy and business questions