Salesforce Insurance Sector Consultant
2 weeks ago
At TechOhana, we are seeking a skilled Salesforce Functional Consultant with experience in the insurance sector to join our dynamic team. This role focuses on designing, implementing, and optimizing Salesforce solutions tailored to meet the specific needs of our clients.
Key Responsibilities:
Collaborate with business stakeholders to understand and document business requirements.
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.
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.
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.
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