Company: EDIS, Employer Driven Insurance Services
Posted on: January 16, 2022
The Marketing Analyst processes all proposals and quotes for new
and existing business with E.D.I.S.
He or she is responsible for monitoring outstanding quotes and
interacting with clients and brokers to ensure all information is
complete and the client needs are met. - Recommendations are made
to the sales directors for revisions to quotes and proposals to
improve marketability and positively impact sales results.
Job Requirements include:
Maintains 24 hours turnaround on all quotes and proposals.
Analyzes quotes and makes recommendations if different plan quotes
should be considered.
Researches carries benefits and makes recommendations for
integration of our product with new benefit plans.
Completes activity reports and documents daily and weekly quote
numbers within established targets.
Attends weekly sales meetings and recommends processes to improve
service and marketability.
Trains others on the use of the quoting system as needed.
Works with solutions executives to finalize sales and ensure quotes
are best able to meet client needs.
The competency requirements for the position include:
Strong data entry skills and detail orientation
Excellent organizational skills
Ability to analyze data and make recommendations for
Problem solving and decision making ability
Proven leadership skills and experience working independently
Strong interpersonal skills with experience in customer
Ability to influence outside partners and identify positive
alternatives to meet needs
Computer knowledge and experience with ability to navigate various
Keywords: EDIS, Employer Driven Insurance Services, Visalia , Marketing Analyst, Advertising , Visalia, California
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