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Zurich NA Direct Markets Sales Operations Analyst in Overland Park, Kansas

Direct Markets Sales Operations Analyst


The Business Strategy and Sales Operations Team in Direct Markets is seeking a Sales Operations Analyst to support our on-going efforts to improve adoption and utilization of the Salesforce Customer Relationship Management (CRM) system. This is a hybrid role within the U.S, preferably located at either our Schaumburg, IL or Overland Park, KS office.

As a Sales Operations Analyst, you will serve as a key administrator for Salesforce CRM within Direct Markets. Key tasks include but are not limited to:

  • Lead efforts on Salesforce data clean-up and maintenance (e.g., Hierarchy Updates, Territory Management, Business Status Changes, New Record Creation)

  • Identify, develop, and implement technical training solutions in Salesforce, partnering with the Direct Markets Training and Business Development team

  • Develop the strategy for contact information clean-up and maintenance, partnering with our Marketing team

  • Construct and maintain user dashboards and reports

  • Clean-up legacy reports

  • Create and maintain the process for Data Quality Control

  • Assist business architect for CRM workstream as needed

  • Respond to ad-hoc field inquiries and serve as their point of contact for Salesforce CRM

A successful candidate will not only bring strong technical skill but a high degree of interpersonal skill, as this position requires close engagement with our Direct Sales team, both as a leader of our data quality efforts but also as a trainer and problem-solver for user questions.

This role will be filled at either the Sales Operations Analyst I or II level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position.


Sales Operations Analyst I:

  • Bachelors Degree and 4 or more years of experience in the Insurance or Operations areaOR

  • High School Diploma or Equivalent and 6 or more years of experience in the Insurance or Operations areaOR

  • Zurich Certified Insurance Apprentice including Associate Degree and 4 or more years of experience in the Insurance or Operations area

  • Project management experience


Sales Operations Analyst II:

  • Bachelors Degree and 6 or more years of experience in the Insurance or Operations areaOR

  • High School Diploma or Equivalent and 8 or more years of experience in the Insurance or Operations areaAND

  • Knowledge in organizational design and development

  • Experience leading organizational change

Preferred Qualifications:

  • Experience with Salesforce

  • Strong technical skills in Excel and PowerPoint

  • Strong analysis and problem-solving skills

  • Understanding of relational databases

  • Ability to develop collaborative relationships, particularly with market-facing teams

  • Ability to design and develop training programs in multiple media

As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( https://www.zurichna.com/careers/faq ).

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (https://www.zurichna.com/careers) to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Schaumburg, AM - Overland Park

Remote Working: Yes

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-KJ1 #LI-HYBRID