Salesforce and OpenTWINS Specialist
Minneapolis, Minnesota, United States of America
Human Resources
2500VT
Salesforce and OpenTWINS Specialist
Minneapolis, Minnesota, United States of America
Human Resources
2500VT
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Lockton RE
Salary
$85,000-$120,000
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities
We are seeking a motivated and detail-oriented individual to join our team as an Associate Salesforce and OpenTWINS Specialist. This role is ideal for a new college graduate or someone with one to two years of experience who is eager to develop their skills in Salesforce and the OpenTWINS claims and accounting platform. The successful candidate will be responsible for performing various activities and projects to support our operations and enhance our digital capabilities.
Key Responsibilities:
Day-to-Day Activities:
- OpenTWINS Staff Member Maintenance: Maintain OpenTWINS user profile changes including creating profiles for new hires, deactivating stale accounts and managing team member access rights and permissions.
- User Troubleshooting: Provide technical support and troubleshoot issues on an ad hoc basis for users of both Salesforce and OpenTWINS platforms.
- Document Storage: Maintain and organize digital documents related to Salesforce and OpenTWINS activities.
- Salesforce Contact/Lead Management: Manage and update contact and lead information within Salesforce.
- Salesforce Account Entity Management: Manage and update transactional account information in Salesforce.
- OpenTWINS Contact Management: Oversee and update external trading partner contact information within OpenTWINS.
- PowerBI Report Support: Assist in the creation and improvement of PowerBI reports to support business operations.
Projects:
- Integration of Core Systems: Facilitate the integration of data from Lockton’s proprietary broker system data into the OpenTWINS claims and accounting platform by collaborating with our technology development vendors and end users.
- B2B Integration: Support the integration of Business to Business connections between Lockton platforms and systems hosted by Lockton’s Trading Partners.
- Annual Priority List: Work with the client service team to develop and maintain a priority list of bug fixes, enhancements and wish list items for the current and future calendar year and track the status against those items.
- Straight-Through Processing: Assist in the implementation of straight-through processing between US and UK Client Service teams.
- OpenTWINS Client Service Meetings: Participate in client service meetings to discuss OpenTWINS-related matters.
- PowerBI Report Improvements: Work on enhancing PowerBI reports to better serve business needs.
- Fiduciary/Authorization/Funding Limit Increases: Manage increases in fiduciary, authorization, and funding limits for Client Services on an on-demand basis.
- SalesForce Account Opening Approvals: Handle approvals for new account openings in Salesforce.
- DevOps Maintenance: Help maintain the OpenTWINS and SalesForce Azure DevOps board by ensuring the status of work items is continually updated.
- Trace Tickets: Manage and follow-up on open support tickets with the OpenTWINS vendor, Trace.
- Sage Support for Brokers: Provide support for brokers using Sage to submit risks to OpenTWINS.
- OpenTWINS Version Upgrade Testing: Test new versions of OpenTWINS to ensure compatibility and functionality.
- SF Report and Dashboard Management: Manage and update Salesforce reports and dashboards.
- SF Development Testing: Test Salesforce developments to ensure they meet requirements.
Qualifications
Qualifications:
- Bachelor's degree in a relevant field (e.g., Information Technology, Business Administration, Computer Science).
- Prior experience working with Salesforce and OpenTWINS platforms and proficiency in SQL, PowerBI, and DevOps are a plus.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Ability to work outside of normal business hours as needed.
- Legally able to work in the United States.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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