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Gallagher - Manager - Sales Operations

2 months ago


Bengaluru, India Gallagher Full time

Sales Operations Manager


About the role :

- Internally you'll be known as a Sales Operation Manager (Individual contributor position).

Position Summary :

- Working closely with Regional Sales Operations Leaders, Producers and Sales Teams.

- Play the role of a concierge to assigned Producers and help maintain the book of business, meetings, reports and schedules.

- Provide, either directly or indirectly, product specific Sales support.

- Enrich missing Gallagher WIN (Sales Force) data on leads, prospects, opportunities, closed lost, etc.

- Push Zoom Info, Intent Signals and other key data to Producers.

- Provide Strategic Review support to Service and Sales Teams.

- They combine relationship building skills, technical expertise, interpersonal skills, and a customer-centric approach to drive excellence in sales support within an organization.

Primary Responsibilities :

- Play vital role alongside sales & account teams to effectively onboard new and renewing clients by ensuring all essentials documents/details are brought into systems in order to initiate binding activities.

- Responsible for end to end support of the sales cycle services.

- Participate in prospect & renewal review meetings alongside Producer, CSM and sales team.

- Support a team of producers or sales teams at the branch on their ad-hoc and admin activities.

- Be the liaison between producers & GCoE service teams on fulfilling various services.

- Take proactive measures to initiate pre and post sales activities promptly.

- Monitor and follow up on triggered activities, ensuring their accuracy and timely completion.

- Handle queries effectively, aiming to minimize re-work at service center.

- Collaborates with branch to identify time consuming activities that can be offshored to GCoE.

- Support producers in analyzing client's financial and business information.

- Other duties as assigned by your Regional President and/or Branch Manager(s).

Work Experience Required :

- Graduate with 5+ years of experience in Property & Casualty Insurance & operations background.

- Transition/onboarding of service good to have.

- Experience interacting with onshore client/stakeholder (Virtual/in-person) good to have.

- Onshore travel experience - good to have Valid U.

- Visa good to have.

- Shift Timings 6 pm to 3 am, 9 pm to 5 : 45 am IST.

(ref:iimjobs.com)