AssuredPartners

Sales Operations Administrator

Job ID
2021-7481
# of Openings
1
Category
Sales
Office Location
200 Colonial Center Pkwy
Location : Location
US-FL-Lake Mary

Overview

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

 

Summary:

Entry level role to provide support to Organic Growth team by gathering and consolidating company production data, analyzing sales results and maintaining data warehouses and AssuredPartners resources including but not limited to monthly and quarterly production reports and new business trends. He/she will evaluate sales results by practice area, region, and other variables to establish trends and help focus sales enablement investments.

Responsibilities

Essential Duties and Responsibilities:

  • Consolidate, analyze and compare Production data from multiple sources into reports and dashboards
  • Use reporting tools such as Excel, PowerBi and other resources to present data
  • Uncover and monitor trends by practice area, region, office and other variables
  • Work closely with the team to continue to develop methods to streamline reporting and facilitate sharing of results across Organic Growth team along with Sales Leaders of the company
  • Complete ad-hoc assignments as needed for upcoming meetings and presentations in regard to revenue and Organic Growth

Qualifications

Minimum Qualifications, Education and/or Experience:

  • 1-2 years’ experience in Finance and/or Insurance industry
  • Ability to thrive under pressure, in a high performance, fast paced, metrics-driven environment
  • Proven ability to multitask and being able to prioritize requests
  • Experience with Microsoft Office, intermediate in Excel; additional tools i.e. PowerBI is a plus
  • Ability to work autonomously and highly organized in order to provide clear, timely results
  • Detail oriented, analytical and flexible to meet business needs

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