Note: The job is a remote job and is open to candidates in USA. Gallagher, now Risk Placement Services, is dedicated to helping clients manage risk effectively. They are seeking a Senior Salesforce Financial Services Cloud Administrator who will be responsible for administering and enhancing Salesforce solutions for Insurance Brokers, focusing on improving user experience and integrating AI-driven tools.
Responsibilities
- Lead the technical implementation, Administer and Configure, Salesforce solutions within Financial Services Cloud for Insurance Brokers
- Develop and maintain custom code (Apex, Lightning Web Components), integrations, and automation (Flows, Process Builder)
- Maintain client, policy, and broker relationship models
- Translate user stories and acceptance criteria into clean, testable, bulkified code that meets a 90%+ Apex test coverage bar (with meaningful assertions, not just coverage)
- Collaborate with enterprise architecture to ensure alignment with corporate standards and long-term technology strategy
- Configure automation using Flows and declarative tools, enhanced through AI-assisted configuration and optimization techniques
- Leverage AI-enabled platform capabilities (Einstein, Agentforce, SF Vibes, prompt-driven automation) to:
- Improve user experience and platform adoption
- Deliver intelligent insights on client and policy data
- Accelerate configuration, troubleshooting, and enhancements
- Configure and support Salesforce Industries / OmniStudio components
- Support Experience Cloud portals for brokers and customers
- Partner with architects and developers to determine optimal AI-assisted vs configuration vs custom solutions
- Integrate Salesforce with external systems via REST/SOAP callouts, Platform Events, Change Data Capture, Named Credentials, and External Services
- Participate in DevOps processes, incorporating AI-assisted release and deployment practices
- Troubleshoot issues using logs, analytics, and AI-supported diagnostics
- Ensure compliance with data governance and security standards
Skills
- Minimum of 6 years of Salesforce administration experience
- Hands-on experience with Financial Services Cloud (FSC)
- Experience with Digital Insurance, FSC for Insurance Brokers, and Salesforce Industries
- Experience in installing and managing AppExchange products
- Demonstrated adoption of AI-driven delivery practices (Copilot, SF Vibes, prompt engineering)
- Proficiency in Apex, Lightning Web Components (LWC), SOQL/SOSL, Flows, and OmniStudio (OmniScripts, FlexCards, Integration Procedures, Data Mappers)
- Proven experience enforcing engineering standards: Trigger Actions Framework, WITH SECURITY_ENFORCED / User Mode DML, SLDS, accessibility, and proper error handling
- Strong SOQL/SOSL skills, including relationship queries, selectivity, and large-data-volume considerations
- Solid grasp of Salesforce security model: profiles, permission sets / permission set groups, sharing rules, OWD, FLS, CRUD, and User Mode DML
- Proven ability to use AI to improve efficiency, accuracy, and end-user outcomes
- Strong Salesforce configuration and security expertise
- Strong stakeholder communication skills
- Demonstrated experience with CI/CD for Salesforce (validation-only deploys, scratch orgs or sandboxes, automated tests in pipeline)
- Certified Platform Developer 2
- Certified System Administrator
- Certified Financial Services Cloud
- OmniStudio / Industries Common Core experience (OmniScript, FlexCard, Integration Procedures, Data Mappers)
- Salesforce certifications: Sales Cloud, Service Cloud, JavaScript Developer I, and/or Application/System Architect
- Experience with AI capabilities in Salesforce (Einstein, Agentforce, Data Cloud, Prompt Builder)
- Experience Cloud exposure
- Experience in insurance / financial services / healthcare / regulated industry with awareness of compliance requirements (SOC 2, HIPAA, PII)
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
Company Overview
SeaCoast Underwriters is now Risk Placement Services! Follow us: https://www.linkedin.com/company/risk-placement-services-inc It was founded in 1996, and is headquartered in Lake Mary, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.seacoastunderwriters.com/.