SKILLS KNOWLEDGE AND EXPERTISE

• GCSE ‘A’ Level standard
• PRINCE2 Foundation
• Relevant experience in a retail insurance environment or in any of CDL’s software
• Proven and demonstrable ability in an insurance environment
• A demonstrable understanding of the CDL application and product range
• Computer literate and a working knowledge of products such as Word, Excel & PowerPoint
• Excellent presentation skills – oral and written

THE ROLE

Identifies and delivers application and service implementations, providing a high standard of professional consultancy service, in respect of CDL developed application software and best practice. Works self-sufficiently and collaboratively to ensure team and departmental goals are achieved. Maintains product knowledge and skills. Assists with the development of team member’s skills in these areas, via coaching and mentoring. Adopts a pro-active approach to the development of CDL applications in line with customer requirements

KEY RESPONSIBILITIES

• Consultancy: drives process reviews with clients to ensure best practice is used requiring advanced CDL application knowledge, unaided by PCIM, promoting new facilities, software and services. Produce process review documentation including metrics. Maintains an awareness of the functionality available in competitor systems
• Discovery: key player in the delivery of Discovery phases and/or Health checks that precede and protect projects and programmes
• New Business: assists new business bids including RFIs, presentations, demonstrations
• Ownership: takes ownership of specific projects requiring advanced CDL application knowledge, unaided by PCIM. Defines and designs the application configuration for the software solution in accordance with the scope/objectives agreed requiring advanced CDL application knowledge. Performs the implementation at client site including: business process development, workshops, deployment/go-live support, documentation and assisting training if required; ensuring the solution is delivered to scope and on time. Liaises with Technical Consultants and Project Managers to define the total solution and component application requirements. Advising customers on best practice regarding solution deployment. Ensures that services delivered are signed-off as completed to enable invoicing in accordance with agreed procedures. Participates in implementing all actions required to deploy an application; assists in ensuring that the application meets both technical and business needs. Completes Config documentation
• Skills development: assists with the development of team skills and knowledge by providing coaching and mentoring on CDL applications and best practice business process
• System development: pro-actively seeks and promotes system enhancement requirements from new and existing clients. Reviews system developments to confirm user requirements satisfied. Collaborates with Product Owners and Development proposing enhancements and introduction of new technologies
• Technical knowledge: maintains current knowledge of CDL core (i.e. Strata & Classic) and ancillary (e.g. RTP, MIAMI, BI, Enrichment) products and the insurance industry. Competence in specifying, implementing and configuring Strata to enable an assigned client to successfully run their business, unaided by PCIM
• Values: exhibits and performs to Level 3 of CDL’s Values Framework