Become the go-to CRM Field Engagement Leader, enhancing producer effectiveness through improved tools and workflows. Focus on making systems easier and more productive for users.
This role seeks a dynamic leader dedicated to refining producer experiences via Salesforce and integrated tools. You will be crucial in translating field feedback into strategic recommendations while championing user-friendly designs. Engage cross-functionally with various teams to ensure that production processes enhance productivity.
Key Responsibilities:
• Lead and facilitate producer feedback sessions
• Prioritize and recommend adjustments based on field insights
• Promote user-centric designs in CRM systems
• Streamline request handling to provide timely support
• Oversee adoption of integrated sales tools like MiEdge
Requirements:
• Proven experience in brokerage and insurance sectors
• Salesforce platform familiarity
• Strong interpersonal skills with senior leaders
•...