CRM Field Engagement Leadership Role

Take charge as the CRM Field Engagement Leader, amplifying the voice of producers through streamlined processes and tools. Ensure that user experiences across platforms are exceptional.

We are looking for an innovative CRM Field Engagement Leader who understands the insurance landscape and producer needs. In this role, you will act as a liaison between the field and product teams, ensuring that workflows and tools are finely tuned for ease of use and effectiveness. Your insights will drive product prioritization and process improvements.

Key Responsibilities:
• Oversee producer feedback collection and action planning
• Convert field feedback into strategic product adjustments
• Advocate for smooth user experiences in integrated systems
• Ensure transparent handling of field requests
• Manage the effective use of sales tools like LinkedIn Sales Navigator

Requirements:
• Background in insurance and brokerage opera...