Insurance Solutions Consultant

Success Matcher Recruitment
  • San Francisco, California
    4 days ago

    Job Description

    Our client is a fast-growing, Series A-backed AI company in San Francisco that is building the operating system for commercial insurance brokers. Many of the largest brokerages in the US already use its platform, so the product is live and in demand at the top of the industry. The company is now growing its team and hiring two Insurance Solutions Consultants to help meet that demand.

    Why This Role Stands Out
    If you've spent years in brokerage, you know how much time goes into manual, repetitive work. This is your chance to fix that for the whole industry.

    • Leave the AM grind behind. Use your brokerage knowledge to shape technology, instead of renewals and servicing.
    • Shape the product. You'll be the insurance expert the product and engineering teams rely on. You'll work side by side with the engineers, join discovery and roadmap planning, and see your ideas turn into features.
    • Work with the biggest names in the industry. You'll onboard and advise some of the largest commercial brokerages in the country.
    • Join early. Founding-team equity means you share in the company's success as it grows.
    • Build a new career path. You'll gain experience in product, solutions consulting, demos and customer success, all skills that are in high demand in insurtech, while still building on the expertise you already have.
    • Work closely with leadership. You'll be part of a small, collaborative team with direct contact with the founders.
    • Competitive pay and ownership. You'll earn a $130K–$150K base salary plus founding-team equity, so you share in the company's success as it grows. With relocation support.
    • Full benefits. Health, dental and vision coverage are included.
    • Visa transfers supported. OPT and H-1B transfers are accepted (no new sponsorship).

    What You'll Do

    • Lead implementation, configuration, onboarding and training for new brokerage customers, including hands-on setup
    • Demo the platform and add credible, practical insurance insight on sales and customer calls, working alongside Account Executives, Customer Success Managers and Deployment Strategists
    • Make sure customers get real value from the platform after launch
    • Act as the in-house insurance expert for product and engineering
    • Turn broker workflows and customer feedback into product improvements

    What You'll Bring

    • 5+ years in commercial P&C and liability brokerage, ideally as an Account Manager or Producer at a national or top-300 regional broker 
    • Broad, generalist knowledge across property, casualty and liability lines
    • Strong comfort with technology. You're the person on your team who figures out new systems first, and you already use AI tools like ChatGPT or Claude to solve problems
    • Polished, warm and articulate on calls, and you work easily with both sales and engineering
    • Able to work on-site in San Francisco, or willing to relocate

    Numbers & Facts

    LocationSan Francisco, California

    Skills

    • Artificial Intelligence (AI)unmatched
    • Brokerageunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer/Client Researchunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Leadershipunmatched
    • Onboardingunmatched
    • Operating Systemsunmatched
    • Problem Solving Skillsunmatched
    • Product Demonstrationunmatched
    • Product Engineeringunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Team Playerunmatched

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