Remote Principal Solutions Architect – Insurance & AI

ReSource Pro; United States; Remote; USD 124,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental/vision benefits

Remote stipend

401k with match

HSA/FSA

Disability coverage

Generous PTO

Wellness program

Growth opportunities

Job summary

ReSource Pro is seeking a Principal Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across BPM, Technology, Consulting, Analytics, and AI/Agentic Operations. This role centers on how ReSource Pro designs and prices deals, working with carriers, MGAs, and brokers.

Remote positions are based in the United States; candidates must reside in the U.S. and travel ~50% domestically for client-site work.

Qualifications

• Bachelor's degree required.
• 10+ years of experience in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
• Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
• Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
• Willingness and ability to travel approximately 50% domestically for client-site work.

Responsibilities

• Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
• Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
• Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
• Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
• Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
• Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
• Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
• Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
• Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
• Standardize and streamline assessment and proposal workflows across the GTM team.

Skills

Solution design

Pre-sales

Operations advisory

Insurance/BPO exposure

Education

Bachelor's degree

Job description

ReSource Pro is seeking a Principal Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across BPM, Technology, Consulting, Analytics, and AI/Agentic Operations. This role centers on how ReSource Pro designs and prices deals, working with carriers, MGAs, and brokers.

Remote positions are based in the United States; candidates must reside in the U.S. and travel ~50% domestically for client-site work.