Senior Sales Analyst

Senior Sales Analyst The Doctors Company is seeking a Senior Sales Specialist. Based on the final candidates distance from a company office this position may be remote or in office. Position Mission This role is responsible for driving efficiency and growth by optimizing business systems, streamlining processes, and delivering actionable insights. Acting as a strategic partner across teams to ensure system integrity, standardize policies, and lead projects that enable data-driven decisions and continuous improvement. Qualifications Three to five (35) years' experience; insurance company/agency experience a plus. Bachelor's degree or equivalent combination of education and experience required. Proficiency in Salesforce and Power BI, with intermediate to advanced Excel skills for data analysis and reporting. Ability to collaborate with IT and cross-functional teams to design, implement, and optimize automated systems that improve efficiency. Skilled in analyzing workflows, identifying barriers, and ensuring policies, procedures, and service standards meet organizational goals. Strong analytical skills to develop accurate, timely reports and actionable insights for strategic and operational decision-making. Proven ability to manage multiple projects, prioritize tasks, and deliver results within deadlines using structured plans and communication strategies. Competence in creating test cases, performing functional testing, analyzing results, and ensuring system integrity throughout the lifecycle. Ability to prepare clear documentation and deliver effective training for system users and team members. Strong interpersonal skills to work with regions, HQ, and stakeholders on initiatives, policies, and system enhancements. Flexibility to take on diverse assignments, troubleshoot issues, and implement solutions that optimize business processes. Commitment to improving industry knowledge, product expertise, and presentation skills to support organizational growth. Ability to lead committees or teams for implementation projects, monitor progress, and report results to leadership. Responsibilities Business Systems and Process Improvement In partnership with IT, regions and direct sales, develops and supports automated systems that increase efficiency of sales and service for direct business Ensures system functionality meets direct business requirement and coordinates enhancements as needed Analyzes systems effectiveness by soliciting feedback from end users and eliminates barriers to performance Coordinates implementation of direct sales policies, practices and procedures in coordination with regions and national direct sales In collaboration with Regions and HQ, coordinates development of standardized service agreements to support growth and retention of MPL and outside lines Coordinates review of standardized sales policies, procedures, and service standards for quality purposes and reports inconsistencies to stakeholders in the regions and HQ Ensures the implementation of approved sales programs meet applicable Guiding Principles, Goals and Guidelines Coordinates close-out/retirement of cancelled sales programs Distribution Channel Management Generates Channel Performance reporting including the development of recommendation of operational adjustments/corrective actions when needed Responsible for developing and interpreting analytical data that is timely and accurate and designed to assist in the strategic and operation management of the department and direct sales Collaborates with regions to determine reports needed to manage regional sales teams Oversees design, production, and distribution of reports Project Management / Task Management Manages and prioritizes assigned project and department related functions and tasks Tracks system feature/function updates as assigned, coordinating with business, developers, Project Manager and others as appropriate Estimates tasks required for business requirements or quality assurance, track progress against estimates, and report status Designs, develops and proposes a plan to implement new/modified IT products and services in conjunction with other departments. Analysis, Design & Execution Consults with users, project team (and department team as needed) to determine software and system functionality to meet business system needs Designs and develops queries, reports and reporting systems as needed for project and business needs Provides solutions: Analyzes, designs and documents modifications for computer systems and programs including requirements documentation, prototypes, mock-ups and system documentation Develops test cases with fully designed expected results to meet system functional requirements Performs system functional testing utilizing existing or newly developed test cases application development, modification, and/or software version upgrades Analyzes test results, including user interface data presentation, output documents, and database field values, for accuracy and consistency Creates system/user documentation and Trains system users on Software functionality and usage Monitors progression of issues/defects and retests as needed Design, develop and propose plans to implement new/modified IT functionality and services in conjunction with other departments Develops overall project Test Plan that incorporates all project testing needed. Monitors overall system functionality throughout project life cycle Education & Development Strives to improve healthcare industry knowledge and product knowledge Works to improve knowledge of and presentation skills for TDC'S services Works to improve sales and customer relationship skills Other Duties to be Assigned Accepts delegated tasks willingly and follow through on assignments with accountability and attention to detail Takes on various projects and assignments from management, ensuring timely completion and alignment with company goals Provides regular updates to leadership on assigned projects, meeting deadlines and delivering quality results Assists with department and company-wide initiatives, including research, surveys, audits, and process improvements Stays flexible and ready to take on additional responsibilities as needed to support team and organizational objectives Supports business process optimization and efficiency by identifying opportunities for improvement and implementing solutions as needed. Salary Range: $67,379 - $88,435 Compensation varies based on skills, knowledge, and education. We consider factors such as specialized skills, depth of knowledge in the field, and educational background to ensure fair and competitive pay. Benefits: The Doctors Company offers competitive compensation, incentive bonus plans, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more: Health, dental, and vision insurance Health and dependent care tax-free spending accounts with a company match 401(k) and Roth IRA with company match, as well as catch-up plans for both Paid vacation, sick days, and personal days each calendar year (with vacation increases based on length of service) 11 paid holidays each calendar year Life and travel insurance Tax-free commuter benefits In-person and online learning opportunities Cross-function career opportunities Business casual work environment Time off to volunteer Matching donations to qualifying nonprofit organizations Company-sponsored participation at non-profit events About The Doctors Company The Doctors Company is the nation's largest physician-owned medical malpractice insurer. Founded and led by physicians, we are committed to advancing, protecting, and rewarding the practice of good medicine. The Doctors Company is proud to be Certified by Great Place to Work. 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 notice from the Department of Labor.

Created: 2026-03-04