Our client is a Leading Independent Broker who has been trading for over 70 years providing Insurance Solutions to Commercial and Personal Lines clients for a range of Insurance products 

 

Due to Year on Year Growth the Business is now looking for an Experienced Operations Director / Manager who has the ability to plan and deliver operations products within the Business and in addition overseeing and maintaining their current systems and process.

 

Your role will be to create and implement improvements to all of our clients processes across the business, to integrate our clients CRM system (salesforce) with other software solutions and to improve automations and compliance process throughout the business. 

 

Overview of the position 

 

• Manage the current software platform with our clients external software provider

• Become proficient in our clients Salesforce environment in order to be able to resolve internal issues and deliver new projects. 

• Carry out constant upgrades and improvements of the Salesforce Platform   

• Ability to plan and deliver projects. E.g. spec, research and implement integrated CTI phone system. Upgrade to cloud based and SF integrated document management system. 

• Lead contact with 3rd party compliance company. 

• Oversee compliance processes and ongoing activities. 

• Oversee and improve internal work flow processes

• Identify and implement new processes across the business

 

Requirements for the position 

 

• You will need to have an excellent work ethic with an ability to plan and deliver projects. 

• In the role the  planning stages will be collaborative with senior management but during the implementation stages you will need to be self-motivated and have the ability to deliver work within agreed timescales. 

• Salesforce experience Desirable 

• Strong IT technical ability Essential 

• Ability to learn new software platforms

• A strong understanding of the fundamental role that processes have within a business is critical.   

• Ability to identify where processes are needed and the capability to plan and deliver them.

 

If you wish an initial confidential conversation or to apply for the position  please complete the link and David Helliwell from Cameron James Professional Recruitment will be in contact with you