Insurance Solutions Consultant

Fulcrum; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

Equity

Team off-sites

Job summary

Fulcrum, an AI-powered insurance platform, is seeking an Insurance Solutions Consultant in the San Francisco Bay Area. You’ll bridge Sales, Product, and customers, shaping how we sell, communicate, and deliver value.

You’ll lead discovery, deliver tailored demos, translate requirements into designs, and enable both customers and internal teams post-sale. Bay Area based, in-person collaboration preferred.

Qualifications

• 5–7+ years of experience in the insurance industry, ideally in an account management role.
• Deep understanding of insurance broker workflows, terminology, and operations.
• Comfortable presenting complex concepts clearly and persuasively.
• Based in the Bay Area (San Francisco / East Bay / South Bay).

Responsibilities

• Partner with Sales to qualify opportunities and shape customer conversations.
• Lead discovery calls to understand customer needs and insurance workflows.
• Deliver tailored solution presentations and product demonstrations that articulate Fulcrum’s value.

Job description

About Fulcrum

The $1.5 trillion insurance industry is powered by brokers. Every business needs insurance, and the brokerage industry is hamstrung by account management capacity. Account managers are constantly pulled in multiple directions—keying information into systems, chasing documents, doing mundane work—rather than focusing on the client interactions that actually matter. Most brokerages either outsource this work or grind through it manually.

We’re building an AI platform to automate this insurance drudgery. Our platform already saves customers thousands of hours and millions of dollars every year. Our customers love the product— we have deep penetration within enterprise brokerages and genuinely enjoy making our customers’ lives better. We just raised our Series A and are just getting started.

Why Fulcrum

• Rocket-ship growth. We’ve achieved multiple seven figures in ARR in just over a year, serving large enterprise clients including 30% of the top 50 brokers in the country.

• Extreme ownership. You’ll work directly with enterprise users and ship end-to-end products that save them hours every week.

• Bleeding-edge problems, real impact. Tackle tough AI and product challenges whose wins show up immediately in customer workflows.

• In-person collaboration. Join a lean, staff-level team (ex-Affirm, Uber, DoorDash, McKinsey) working side-by-side in San Francisco; we believe the best ideas are fostered in an in-person environment.

• Top-of-market rewards. Competitive base salary plus meaningful founding-team equity.

What you’ll do

As our Insurance Solutions Consultant , you will be a linchpin between our sales team, product organization, and customer base — helping to shape how we sell, communicate, and deliver product value:

Sales Support & Pre-Sales Leadership

• Partner with Sales to qualify opportunities and shape customer conversations

• Lead discovery calls to deeply understand customer needs and insurance workflows

• Deliver tailored solution presentations and product demonstrations that articulate how Fulcrum solves real insurance business challenges

Technical & Domain Expertise

• Translate customer requirements into executable solution designs

• Advise on best-practice insurance configurations and product use cases

• Collaborate with Product to drive feedback loops and influence roadmap priorities

Customer Trust & Enablement

• Support onboarding handoffs with clear documentation and expert insight

• Help customers realize value through strong consultative guidance post-sale

• Train and enable internal teams (Sales, Success) on insurance-specific solutions

Who we’re looking for

We’re targeting professionals with meaningful industry experience who can bring credibility and confidence into every customer interaction:

Required

• 5–7+ years of experience in the insurance industry, ideally in an account management role

• Deep understanding of insurance broker workflows, terminology, and operations, with a focus on account management and servicing

• Comfortable presenting complex concepts clearly and persuasively

• Strong communicator with a consultative mindset

• Based in the Bay Area (San Francisco / East Bay / South Bay)

Strong Plus

• Career progression from Account Manager → Producer (or similar path), demonstrating both service and sales capability

• Experience supporting software sales, demos, or technical presentations

• Experience in broker technology training or workflow design

• Exposure to SaaS products or digital transformations in the insurance ecosystem

What success looks like

You’ll thrive in this role if you naturally build trust with insurance professionals, translate business needs into product outcomes, and help customers — and your own team — win with clarity and confidence.

Our Team and Philosophy

• Builders at heart. You don’t wait for a process to exist—you create it, refine it, and own it.

• Bias toward action. You have an internal sense of urgency. You’d much rather get something done today than tomorrow.

• Owners, not renters. You treat the company’s money and decisions like your own. You hold yourself accountable to outcomes, not just outputs.

• Ambitious about the opportunity. You’re excited about building the defining AI company in the insurance industry—and you understand that great finance is a competitive advantage.

What We Offer

• Competitive salary + meaningful equity.

• Full health, dental & vision.

• High-ownership, high-trust culture with lightning-fast executors.

• Regular team off-sites, dinners, and an office stocked for builders.