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Gallagher - Manager - Sales Operations
2 months ago
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.