About Sterling Brokers
Sterling Brokers is disrupting the Group Benefits and Retirement landscape in Canada through our innovative application, integrating with the largest insurance carriers in Canada and global HRIS platforms, to administer a streamlined solution. We are the largest independently owned and operated Third Party Administrator (TPA) and Broker in Canada, and 4th largest overall. Established in 2014, SCB is growing rapidly and looking for talented individuals to join our team.
About The Role
The Sales Analyst at Sterling Brokers plays an integral role in the Sales process for prospective and existing Sterling clients. This role supports the Sales and Revenue Operations team by managing quality control for new and existing business opportunities, creating and managing sales documentation, and performing other administrative tasks as required. The Sales Analyst ensures that sold products comply with both internal and external requirements and verifies the accuracy of all plan design details before proceeding to the sales and quoting stage for new business. This role will receive daily direction from the Sales Analyst Manager, and will work alongside Senior Sales Analysts.
What You'll Do
- Act as the primary internal point of contact for sales documentation, Sterling pre-sale processes, and quality control on new products/product requirements.
- Assist the Sales team in hitting quarterly targets by managing new groups in the early stages of the sales cycle.
- Work closely with the Sterling Sales and Revenue team to complete pre-sale steps within the defined Service Level Agreement (SLA).
- Act as the initial point of contact following the Sales team’s client meeting, ensuring a clear understanding of the client’s needs for a comprehensive benefit plan design.
- Work closely with the Sterling Pricing Team, Account Executives, and Brand Presidents to ensure sales documentation and pricing are completed accurately and within expected timelines.
- Complete group benefit plan mapping tasks and create comparison documents to ensure Sterling offers competitive benefits plans.
- Generate proposal requests using internal guidelines.
- Collaborate with Senior Sales Analysts upon time of go-live with net new groups, to ensure all necessary details are captured and communicated effectively.
- Support internal teams by ensuring non-compliant products are identified prior to creating operational challenges.
- Create administrative documents required for new business quotes and benefit plan design mapping.
- Create necessary administrative documents needed for net new business quotes as well as existing business plan design mapping. Becoming an expert on the details of a prospective client’s current plan, as well as any changes to their current plan.
- Complete quality control checks to ensure all sold plans/products are compliant with internal Sterling Brokers and external (i.e. carrier) requirements.
- Ensure all documents submitted for new business quotes are accurate, meet all requirements, and are stored accessibly in the appropriate databases.
- Work closely with the Implementation team on up-to-date benefit plan/carrier requirements.
- Gather feedback from the sales team on a regular basis to improve support programs.
- Complete various support functions determined by the Sales Analysis team and their active sales cycles.
Qualifications
- Minimum education requirement is a University degree or equivalent College diploma
- Minimum 2 years of work experience in a role of any of the following: insurance, administration, technology, or data analysis
- Proficiency in Excel, Word, and PowerPoint is a requirement for the role
Why Work for Sterling?
- Rapidly growing business with career progression opportunities
- Competitive salaries and benefits
- Small team of highly motivated contributors
- Remote working opportunities
