Solution Consultant

Applied Systems Canada; United States; Remote; CAD 120,000 - 149,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Coverage

Holiday and Vacation Time

Health & Wellness Days

Birthday Bonus Day

Job summary

Applied Systems Canada is seeking an Insurance Software Solution Consultant to join the Solution Consulting – North America team. This role works with the sales team to serve clients in a consultative, pre-sales capacity, delivering demonstrations and coordinating with clients across North America, with up to 25% travel.

The ideal candidate has 3+ years in P&C insurance or Applied Epic, strong AI product knowledge, and excellent communication skills.

Qualifications

• 3+ years in P&C insurance agency/brokerage or Applied Epic expertise, or equivalent SaaS sales experience.
• Experience configuring, testing, and using AI-based products.
• Strong written, verbal, and presentation skills for in-person and virtual delivery.

Responsibilities

• Develop and deliver product demonstrations showcasing value of our solutions.
• Coordinate site visits with clients and prospects.
• Develop, present, and respond to proposals for specific customer requirements.
• Ensure smooth hand-offs to supporting resources at the appropriate sale phase.
• Stay informed on industry trends, products, services, competitors, and tech.
• Travel up to 25% in North America to support client engagements.

Skills

P&C insurance knowledge

AI-based products familiarity

consultative sales

Education

Bachelor’s degree or equivalent in insurance/tech

Tools

Applied Epic (or similar AMS)

Job description

Job Description

Solution Consulting – North America

Salary Range: $85,000 - $105,000 USD

Location: Remote (US)

Opportunity for Impact

Applied is where insurance technology gets reinvented, and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide, setting the pace for what modern insurance can do.

We’re looking for an Insurance Software Solution Consultant to join our Solution Consulting – North America team and work alongside our sales team to serve clients and prospects in a consultative, pre-sales manner.

You’ll be involved at various points of the sales cycle and relied upon to demonstrate how our Applied Epic portfolio adds value to a client’s business, from both a technical and business perspective. Using your industry experience, you’ll collaborate with our sales team to discover and document a client’s strategic and functional goals, prove alignment with our product capabilities, and show how technology changes drive growth, lower costs, and increase production. You can live anywhere in the US, working from a home office, with up to 25% travel.

What You’ll Do

• Develop and deliver product demonstrations that showcase the value of our solutions
• Coordinate site visits with clients and prospects
• Develop, present, and respond to proposals for specific customer requirements
• Ensure hand-offs to and engage with supporting resources at the appropriate phase of the sale
• Keep informed on industry news and trends, products, services, competitors, and emerging technologies
• Travel up to 25% in North America to support client engagements

What We’re Looking For

• 3+ years of P&C insurance agency/brokerage experience and/or Applied Epic (or comparable agency management system) expertise, or equivalent SaaS sales experience
• Working knowledge of configuring, testing, and using AI-based products
• Professional written, verbal, and presentation skills, both in person and via virtual platforms
• Organized and analytical, with keen critical thinking skills
• Passion for driving business through a consultative approach
• Customer-focused, with the ability to establish and maintain strong relationships
• A valid driver’s license and safe driving record
• Bachelor’s degree or equivalent work experience in insurance and/or technology

Talent shows up in a lot of different ways, and we mean that. We welcome candidates from all backgrounds and experience levels, including military members and their spouses and those without a traditional degree or tech background.

Why You’ll Like Working on Team Applied

The best work happens when smart people move fast, together. For over 40+ years, Applied has built technology that solves real problems for insurance professionals - and we’re still pushing what’s possible.

You’ll be part of our people-first culture built on trust, inclusion, and growth - where you’re supported to deliver, collaborate with teammates who care, and grow with leaders invested in your success.

How We’ll Support You

• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday

Compensation Transparency

Our targeted starting base salary in the United States for this position considers a variety of factors, including depth and breadth of experience, skills and role scope. Depending on the role, team members may also be eligible for additional compensation plans (bonus and commission).

Your Security Matters

Our candidates’ personal information and online safety are top of mind. Applied communicates with candidates only via a secure @appliedsystems.com email address or through our official careers portal. Recruiters will never request payments or ask for financial account or sensitive personal information like Social Security numbers.

Background Checks

Employment is contingent upon successful completion of applicable preemployment background checks and verification processes.

AI Utilization

We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, final decisions are always conducted by real humans.

EEO Statement

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.