•Collaborate with insurance stakeholders to gather and analyze requirements across life, health, property, and casualty lines. •Design CRM platform solutions tailored to policyholder journeys, claims workflows, and regulatory needs. •Identify differences between business requirements and standard CRM platform features. •CRM Configuration : Configure CRM without heavy coding: Forms, Views, Dashboards •Business Rules, Workflows, Security Roles •Business Process Flows, Reports •Integrate CRM platform with legacy systems and external platforms for unified data access. •Automate repetitive tasks to reduce manual errors and accelerate claims and policy processing. •Optimize workflows to improve team productivity and service delivery. •Ensure data integrity, compliance with insurance regulations, and protection against cybersecurity threats. •Prepare data architecture for AI tools like Salesforce Einstein and Agentforce. •Enable predictive analytics, automated risk assessments, and real-time decision-making. •Conduct user training and create documentation for insurance-specific Salesforce processes. •Provide ongoing support and troubleshoot system issues.
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