Job
Description
Mandatory skill - Salesforce FSC - Insurance * 7+ years of experience in a functional consulting role within the Insurance industry, with a significant focus on pre-sales activities. * Proven experience with configuring Salesforce FSC components such as Action Plans, Interaction Summaries, and Relationship Groups, specifically tailored to insurance workflows. * Salesforce FSC Configuration: Deep understanding of FSC data models and features (e.g., Action Plans, Relationship Groups, Interaction Summaries). * Proficiency in using Flows, Process Builder, Validation Rules, and Custom Objects to build solutions without code. * Ability to customize and extend standard FSC objects to align with insurance-specific entities like policies, claims, and agents. * Familiarity with APIs and integration tools (e.g., Mulesoft, Dell Boomi) to connect Salesforce with core insurance systems. * Expertise in building real-time analytics and dashboards for insurance KPIs (e.g., policy volume, claims cycle time). * Familiarity with APIs and middleware platforms like Mulesoft, Dell Boomi, or Informatica to integrate Salesforce with insurance core systems. * Salesforce Financial Services Cloud Consultant Certification is preferred. Scope of work - * Lead discovery sessions with insurance business stakeholders to understand their key challenges, processes, and objectives across underwriting, claims, servicing, and other relevant areas. * Gather and document detailed business requirements, translating them into functional specifications for Salesforce FSC solutions. * Design and configure Salesforce FSC solutions leveraging declarative tools, specifically tailored to address the unique needs of insurance processes. * Collaborate closely with cross-functional teams (including technical architects and sales teams) to ensure alignment between business needs and technical feasibility. * Support testing efforts, user training, and drive user adoption, including participation in User Acceptance Testing (UAT) and issue resolution. * Provide on-demand consulting and solution recommendations to prospective clients based on insurance industry best practices and your deep knowledge of Salesforce FSC capabilities. Show more Show less
