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Salesforce Solutions Architect Insurance expertice

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Salesforce Solutions Architect Insurance Industry (Functional)

Fulltime or C2C

Overview: We seek a skilled Salesforce Solutions Architect with expertise in the insurance industry to play a critical functional role in shaping business solutions for our insurance clients. As a Salesforce expert, you will bridge the gap between business requirements and Salesforce capabilities, ensuring seamless integration of insurance processes across policy management, claims, underwriting, and customer engagement. You will collaborate closely with stakeholders to deliver strategic Salesforce solutions that meet business and regulatory needs, driving operational efficiency and digital transformation.

Key Responsibilities:

  • Solution Strategy & Design: Work with insurance business stakeholders to understand their operational goals, challenges, and requirements, translating them into functional Salesforce solutions that support policy administration, claims processing, underwriting, and customer service.
  • Business Process Alignment: Map insurance-specific processes and workflows to Salesforce functionalities.
  • Stakeholder Collaboration: Partner with business leaders, product owners, and insurance operations teams to design and prioritize Salesforce initiatives that align with organizational objectives and insurance regulatory requirements.
  • Product Roadmap & Customization: Collaborate with technical teams to define Salesforce product roadmaps and identify necessary customizations or enhancements to support key insurance business processes better.
  • Requirements Gathering & Documentation: Lead the requirements-gathering process, ensuring a comprehensive understanding of client needs and producing detailed functional documentation, including process flows, user stories, and acceptance criteria.
  • User Experience & Process Improvement: Identify opportunities for improving the customer experience through Salesforce capabilities such as guided flows (OmniScripts), automation (Flows), and enhanced reporting and analytics.
  • Regulatory Compliance: Ensure all Salesforce solutions comply with industry regulations and standards.
  • Training & Adoption: Drive user adoption by developing and delivering training programs and providing functional support to ensure business users fully leverage Salesforce for insurance-related operations.

Qualifications:

  • Experience: 8+ years of experience in functional Salesforce roles, with 3+ years of expertise in the insurance industry.
  • Industry Knowledge: Strong understanding of insurance business processes, including policy lifecycle, underwriting, claims processing, and customer management across various insurance lines (life, health, P&C).
  • Salesforce Expertise: Proven experience with Salesforce Insurance Cloud, Financial Services Cloud, or related Salesforce products. Ability to apply Salesforce best practices to optimize insurance processes.
  • Certifications: Salesforce Administrator certification is required. Additional certifications, such as Salesforce Certified Business Analyst, Financial Services Cloud, and Omnistudio, are highly preferred.
  • Business Analysis Skills: Strong background in business process analysis, requirements gathering, and functional documentation. Experience translating business needs into Salesforce solutions.
  • Soft Skills: Excellent communication and interpersonal skills, with the ability to engage with business and technical stakeholders. Strong leadership and change management skills to drive user adoption and system optimization.
  • Education: Bachelor’s degree in Business, Information Systems, or a related field.

Preferred Qualifications:

  • Experience working in an Agile/Scrum environment.
  • Experience with Salesforce platform implementations specific to insurance, such as policy administration or claims processing.
  • Consulting experience in the insurance industry is highly desirable.

Benefits:

  • Competitive salary
  • Comprehensive health, dental, and vision insurance
  • 401(k) with company match
  • Flexible working hours and remote options
  • Professional development and certification opportunities
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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