Elite Insurance Partners Jobs (1)

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