Sales Development Analyst

Why Crump?

We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Job Summary

Under general supervision, the role requires strong technical and analytical skills focusing on problem-solving and providing solutions in relation to the existing business environment. Functions include analysis and report generation, and coordination of sales development efforts. Guide procedural, technical, and/or operational changes. Incumbents have a full working know.ledge of the insurance and financial industry, which they have acquired through experience in a sales or operations environment and on-the-job training

Job Description

KEY RESPONSIBILITIES

• Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.
• Perform in-depth analysis with the ability to examine facts and information given, ask the right questions, conduct research, and effectively communicate and document results.
• Provide recommendations for changes to current processes or the creation of new business initiatives.
• Prepare reporting presentations for upper management, providing them with holistic views and analysis of information such as executive summaries, reporting metrics, and business trending across all solution center business areas.
• Participate in projects that drive sales development opportunities. Work directly with internal and external stakeholders to understand business needs, challenges, and opportunities to include quality enhancements
• Create and produce reports, graphs, and charts of dating utilizing Excel, CrumpCRM, PowerBi, and additional PC and/or software tools.
• Serve as a partner for leaders to gather approvals for sales development deliverables to ensure they meet legal, regulatory, and company branding requirements.

EDUCATION AND EXPERIENCE

• The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s degree or equivalent education, training and work-related experience

FUNCTIONAL SKILLS

• Proven experience in project management.
• Strong analytical skills and attention to detail.
• Proficiency in Excel and Power BI. Experience with PCs in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to work independently under general supervision.
• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Ability to prepare and present executive-level reports.
• Experience in conducting in-depth data analysis.
• Strong problem-solving skills and ability to ask the right questions.
• Ability to provide actionable recommendations to improve processes.
• Experience working with stakeholders to understand business needs and challenges.