Solution Consultant

JobgetherInsurance technology

Based in the United StatesFull-TimeMiddle

SalaryTargeted starting base salary of $85,000–$105,000 USD

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Job Details

Experience: 3+ years of experience in P&C insurance agency or brokerage environments and/or experience with Applied Epic or a comparable agency management system; equivalent SaaS sales experience may also be considered.
Required Skills: Business AnalysisPresentation skills

Have 3+ years of experience in P&C insurance agency or brokerage environments and/or experience with Applied Epic or a comparable agency management system; equivalent SaaS sales experience may also be considered.
Have working knowledge of configuring, testing, and using AI-based products.
Bring strong written, verbal, and presentation skills for in-person and virtual communication.
Have strong organizational and analytical capabilities, critical-thinking skills, and problem-solving skills.
Demonstrate interest in consultative selling and the ability to connect technology solutions with customer business objectives.
Have a customer-oriented approach and the ability to establish and maintain productive professional relationships.
Be able to understand customer requirements and translate them into relevant software solutions and business value.
Hold a valid driver’s license and have a safe driving record.
Have a bachelor’s degree or equivalent professional experience in insurance and/or technology.

Develop and deliver product demonstrations that communicate the business and technical value of software solutions.
Work with sales teams throughout the sales cycle to understand client objectives, requirements, challenges, and desired outcomes.
Conduct and coordinate client and prospect site visits to support discovery and solution development.
Develop, present, and respond to proposals tailored to customer requirements and business needs.
Translate customer goals and functional requirements into solution capabilities and use cases.
Demonstrate how technology solutions can support growth, improve productivity, reduce costs, and increase operational efficiency.
Coordinate hand-offs to internal resources at appropriate stages of the sales process.
Build and maintain relationships with customers and prospects using a consultative approach.
Stay current on insurance developments, market trends, competitors, products, services, and emerging technologies.
Travel up to 25% throughout North America for customer engagements, presentations, and site visits.

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