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Advanced Insurance Sales Process Specialist

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Job Overview:

  • Lead the execution and setup of Microsoft Dynamics 365 for Sales
  • Strong understanding of technical and functional aspects of D365 Customer Engagement, with a focus on sales process automation.

Key Responsibilities:

  • Collaborate with business stakeholders to comprehend insurance sales processes and translate them into D365 configurations.
  • Configure and customize D365 for Sales, including workflows, business rules, dashboards, and integrations.
  • Manage data migration, security setup, and user access.
  • Provide training and support to the sales team for optimal adoption of D365 CRM.
  • Work with developers for customizations, Power Automate workflows, and integrations with third-party applications.
  • Maintain compliance with insurance industry regulations and best practices.

Requirements:

  • 10+ years of experience as a D365 CRM Consultant with expertise in D365 for Sales.
  • Strong knowledge of insurance sales processes and CRM best practices.
  • Hands-on experience with Power Platform, JavaScript, and Plugins.
  • Excellent communication and client management skills.
  • Ability to lead end-to-end implementation and training sessions.