Insurance Solutions Consultant

About the company

Role Details Company: US-based insurance technology company

An insurance technology company building an AI-powered platform designed to modernise brokerage operations and insurance workflows.

The company achieved multiple seven figures in annual recurring revenue in just over a year and already serves 30% of the top 50 US insurance brokers. It recently closed a $25 million Series A funding round and operates with a lean, in-person team in San Francisco.

Your tasks

About the Role The company is hiring an Insurance Solutions Consultant with commercial insurance brokerage experience to support customers, demonstrate the platform, and help shape product development.

The role combines customer onboarding, product demonstrations, training, and collaboration with engineering and product teams. It is suited to an experienced insurance professional who understands brokerage workflows, is comfortable with technology, and can build trust with customers.

• Run implementation, configuration, onboarding, and training for new brokerage customers, including hands-on manual setup work.
• Demo the product and share credible, practical insurance insights on sales and customer calls, working alongside AEs, CSMs and Deployment Strategists.
• Keep customers happy after launch by helping them get value from the platform.
• Act as the in-house insurance expert for engineering and product teams during discovery and roadmap planning.
• Turn broker workflows and customer feedback into product improvements.

Requirements

• 5+ years in commercial P&C/liability brokerage, ideally as an Account Manager at a top-300 regional broker or a national broker (no personal lines, no life insurance). Benefits candidates need 10-15 years.
• Generalist knowledge across all lines of coverage, not limited to one niche. Bonus if you've managed other AMs or moved from AM to Producer.
• Tech-savvy, adaptable, and comfortable independently troubleshooting and adopting AI tools such as Claude and ChatGPT.
• Strong communication and presentation skills; personable, articulate, and capable of building client trust and collaborating with Account Executives and engineers.
• Able to work on-site in San Francisco; Bay Area-based or willing to relocate promptly.

Required Screening Questions

• Are you able to work in San Francisco, and come into the office 3 times per week?
• Walk us through your commercial P&C account management background. Which lines of coverage have you handled and have you managed other AMs or moved into a producer seat?
• What's the newest tech or software you've picked up lately and how'd you figure it out on your own?
• Can the candidate be on-site? If not, is the candidate willing to relocate?
• What is their salary expectation?
• How actively is this candidate exploring new opportunities?

What we offer

Salary: $130,000–$150,000

Equity: Competitive equity

• Competitive equity.
• Health, dental, and vision insurance.
• Approximately $5,000 in relocation support for eligible candidates.

How to apply

Interview Process

• Candidate submission
• 15-minute recruiter screen
• 30-minute team interview
• Take-home product demo
• 3.5-hour on-site interview with founders and team
• Offer and hiring

Other

We’re supporting a client with the recruitment requirement outlined below. If your recruiting expertise and networks align with the role, please 'apply' to express your interest.

Location: San Francisco, California

Employment Type: Full-time

Work Arrangement: In-office

Visa Sponsorship: Visa transfers considered, including OPT and H-1B transfers

Hiring Count: 2 candidates