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Sales Operations Manager

2 months ago

Bengaluru, India Gallagher Full time

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.S. Visa - good to have
  • Shift Timings - 6 pm to 3 am, 9 pm to 5.45 am - IST