Future Generali - Manager/Senior Manager - Sales Automation

Manager/Senior Manager Sales Automation Manager

The candidate should be open to working with tight timeframes and sometimes unclear requirements- hence ability to articulate questions and present solutions is quite important. Responsible for all sales automation project including

- Work with Tech Development teams on new development projects, or for improvement of existing automation (basis feedback from the Field)

- Translate field insights from sellers into detailed requirements incl. (in some cases) concept diagrams or graphical representations.

- Work closely with the Channel SPOC & the IT Development teams to ensure that requirements are precise & accurately captured

- Closely work with the IT Development teams in an Agile mode to ensure a co-creation of the digital asset / capability, and do course correction where needed

- Vendor evaluation, preparing BRD, driving POC and final implementation

- Design the front-end and back-end interface for a differentiated customer experience

- Benchmark and evaluate best in class UI and backend issuance

- Aid other distribution channels in achieving adoption targets.

- Measure of Success of the job includes-

- Delivery of key automation project - Tablet sales, mobile journey for in store

- Adoption target for the digital asset.

Key Responsibilities :

Lead the automation projects :

- Automate sales process (move from offline to digital) which leads to increase in productivity, reduction in TATs, better customer experience and stronger connect with front end sales personnel. For eg: Tablet sales.

- Conceptualise, gathering requirements to identify solutions and deliver.

- Manage automation efficiency needs of channels by working on a single screen deployment which eliminates multiple core system access.

- Develop a scalable framework for addressing the workflow aspects associated with hands offs across different teams for a sales journey.

- Simply processes, eliminate inefficiencies like queuing, idling, removing human interventions. Build business rules which help in checking, reconciliations and straight through processes.

- Develop and draw business cases quickly, should use the understanding of how insurance is sold .

- Collect feedback on regular basis on performance issues and suggestion for further improvement.

Liaise with channel SPOCs, IT, Vendors, business excellence team :

- Work closely with internal teams to streamline customer/sale personnel experience across different channels, such as building the right framework for real time updates when needed across all channels.

- Work with partners/vendors to get solutions developed and tested.

- Ensure operational readiness pre launch.

- Ensure co-ordination between various cross functional stakeholders to maintain smooth functioning & delivery of the automation project.

- Contribute to business requirements and testing to upgrade interface or processes and fix defects.

- Timely dissemination of project status, Dashboards and reports

Adoption of digital assets :

- Track adoption of digital assets.

- Train the trainer/field on using the digital assets.

- Liaise with channel heads and work out ways to increase the adoption of digital assets

- Do the pilot testing with the channels.

- Liaise with marketing to create communication w.r.t digital asset

Minimum Education & Understanding :

BTech, post graduation would be preferred. Should have a prior techno-business experience. Should understand insurance business, how insurance is sold, how distribution channels works.

Minimum/Specific Experience :

5- 12 years of experience. Should have good understanding CRM/BPM technology and tools for sales automation in the market. Should be proficient in presentations and working hands on spreadsheets