Operations:

Insurance Solutions Consultant - ONSITE

ABHITO LLC

San Francisco, CA Job Details Full-time 1 hour ago Qualifications Managing customer accounts Product presentation Experience at insurance agencies Software product demonstrations Client relationship development IT experience within insurance industry Sales presentations Customer engagement Account management experience Cross-functional communication Full Job Description 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