Operations: Insurance Solutions Consultant - ONSITE

Abhito Llc; San Francisco (CA); Hybride; USD 115 000 - 155 000; Plein temps

Résumé du poste

Abhito Llc in San Francisco is seeking an Insurance Solutions Consultant onsite to bridge sales, customer success, and product. The role focuses on demoing the AI platform, shaping product direction, and delivering post-sale value in a fast-growing insurance tech environment.

Ideal candidates bring 5+ years of brokerage AM experience, strong insurance knowledge, and proven ability to present to enterprise buyers. Onsite work with a focus on cross-functional impact is required.

Qualifications

• 5–7 years in insurance brokerage account management across multiple lines of coverage.
• Currently in an active brokerage AM seat or recently in one.
• Experience managing other AMs or progression from AM to producer preferred.
• Deep fluency in insurance workflows, terminology, and operations.
• Articulate, consultative communicator on sales calls and with technical teams.
• Ability to deliver polished product demos to enterprise buyers.
• Able to engage engineers, AEs, and CSMs cross-functionally.
• From a top 300 regional broker or national broker.
• Experience with broker technology platforms or SaaS tools.

Responsabilités

• Demo the company’s AI platform to prospective and existing brokerage customers alongside AEs and CSMs.
• Serve as the in-house insurance domain expert for product discovery, roadmap input, and solution design.
• Partner with customer success and deployment teams to drive post-sale value and industry trust.
• Train internal teams (Sales, CS, Engineering) on insurance-specific workflows, terminology, and best practices.
• Work cross-functionally with engineers and account executives — acting as the connective tissue across go-to-market, CS, and product.

Connaissances

Insurance brokerage

Account management

Cross-functional collaboration

Outils

Broker technology platforms

SaaS tools

Description du poste

Operations: Insurance Solutions Consultant - ONSITE

California — San Francisco Full time

Employment type Full time

Salary range USD 115,000.00 - 155,000.00

Visa types accepted US Citizen Green Card

Our client, a fast-growing insurance software AI startup, is hiring an Insurance Solutions Engineer with 5+ years of insurance brokerage experience to serve as the bridge between their sales, customer success, and product teams. You'll be a generalist account management expert who brings deep industry credibility to every customer interaction — demoing products, advising on workflows, and shaping the product roadmap from the inside.

What you'll do

• Demo the company's AI platform to prospective and existing brokerage customers alongside AEs and CSMs
• Serve as the in-house insurance domain expert for product discovery, roadmap input, and solution design
• Partner with customer success and deployment teams to drive post-sale value and industry trust
• Train internal teams (Sales, CS, Engineering) on insurance-specific workflows, terminology, and best practices
• Work cross-functionally with engineers and account executives — acting as the connective tissue across go-to-market, CS, and product

Requirements

• 5–7 years in insurance brokerage account management across multiple lines of coverage (must be a generalist, not hyper-niche)
• Currently or recently in an active brokerage AM seat — not too far removed from day-to-day brokerage operations
• Experience managing other account managers, or progression from AM to producer role, strongly preferred
• Deep fluency in insurance workflows, terminology, and operations
• Articulate, consultative communicator who can hold their own on sales calls and with technical teams
• Able to deliver polished product demos to enterprise buyers
• Can credibly engage engineers, AEs, and CSMs cross-functionally — not just insurance peer
• From a top 300 regional broker or national broker (e.g., Lockton, USI, Higginbotham)
• Experience with broker technology platforms or SaaS tools