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Salesforce Insurance Consultant

2 months ago

London, Greater London, United Kingdom TECHOHANA Full time £65,000

Job Title: Salesforce Functional Consultant – Insurance Sector

Job Summary:

At TechOhana, we are seeking a skilled Salesforce Functional Consultant with experience in the insurance sector to join our dynamic team. As a Salesforce Functional Consultant, you will design, implement, and optimize Salesforce solutions tailored to meet the specific needs of the insurance industry.

Key Responsibilities:

  • Collaborate with business stakeholders to understand and document business requirements.
  • Translate business needs into Salesforce functionalities that streamline insurance processes.
  • Configure and customize Salesforce, particularly Insurance Cloud or Financial Services Cloud, to enhance policy management, claims processing, lead generation, and customer service.
  • Analyze current business processes and recommend Salesforce solutions to improve efficiency in policy issuance, renewals, claims management, and customer communications.
  • Work closely with technical teams to integrate Salesforce with legacy insurance platforms, ensuring seamless data flow and synchronization.
  • Oversee data migration and ensure the integrity of customer and policy data from legacy systems to Salesforce.
  • Design and implement customized Salesforce reports and dashboards for insurance KPIs, such as claims analysis, policy renewals, agent performance, and customer satisfaction.
  • Ensure that Salesforce configurations align with insurance industry regulations and use tools like Salesforce Shield for data protection and compliance management.
  • Provide training to end-users on Salesforce features, ensuring high adoption rates across sales, claims, and customer service teams.

Requirements:

  • 3+ years of experience working as a Salesforce Functional Consultant, with at least 2 years in the insurance industry.
  • In-depth knowledge of insurance business processes (policy lifecycle, claims, renewals, customer service).
  • Hands-on experience with Salesforce Sales Cloud, Services Cloud, or Financial Services Cloud Experience Cloud platforms.
  • Proficient in Salesforce configuration (custom objects, workflows, reports, and dashboards).
  • Familiarity with Salesforce integration tools and APIs for linking legacy systems.
  • Salesforce certifications (Salesforce Administrator, Salesforce Platform App Builder, or Financial Services Cloud certification) preferred.
  • Ability to manage multiple projects and meet deadlines.
  • Experience with data migration and integration of complex systems.

What We Offer:

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Professional development and Salesforce certification opportunities.
  • Flexible working hours and remote work options.