Pre-Sales Solutions Consultant (Insurance)

We are looking for a talented Pre-Sales Solutions Consultant to drive the technical aspects of the sales cycle and secure new business. We are a fast growing SaaS company in the insurtech industry, providing innovative document workflow automation solutions to insurance carriers that streamline critical business processes.

Job Duties

• Lead and deliver technical proof of concepts and custom demonstrations for prospective clients.
• Collaborate with sales teams to develop winning sales strategies and proposals.
• Provide expert insights on product features and value propositions in client meetings and at industry events.
• Serve as the primary technical interface for prospects during their evaluation of our technology.
• Support initial client onboarding and provide occasional consulting on product usage.
• Track technical evaluation details in CRM systems and provide input for sales meetings.
• Contribute to the evolution of the product range based on market and client needs.
• Maintain a deep understanding of customer and industry trends to identify new opportunities.

Ideal Background

• Extensive experience within the insurance industry, specifically with compliance and filing for insurance policy forms.
• Comprehensive understanding of the process and requirements for authoring new insurance policy forms.
• Strong knowledge of insurance laws, regulations, and industry standards (state and federal).
• Proven ability to analyze regulatory changes and assess their impact on existing processes.
• Proficiency with insurance software, underwriting, compliance management tools, and document management systems.
• A knack for staying updated on evolving regulations and industry best practices.
• A proven track record of educating colleagues on compliance requirements.
• Ability to travel occasionally, up to 50%.

Why Us

• Be part of a collaborative team that values innovation and celebrates success.
• Opportunity to be challenged and grow your skills in a supportive environment.
• Work with a company that prioritizes integrity, openness, and honesty.
• We encourage challenging the status quo to constantly improve.
• Experience deep respect for all individuals, both within and outside the company.
• We’re committed to going the extra mile to help our team and clients succeed.