Senior Offer Manager

Senior Offer Manager
Remote, United States
Please note that Insurity will only reach out to interview, make an offer of employment, or conduct onboarding activities for candidates who have applied through our careers site. When interviewing for a position, the candidate experience will include live interaction, such as a video or telephone call, with a Recruiter and/or company employee(s). We will never ask for any money or payments from applicants at any point in the recruitment process. Recruiters will only reach out from an insurity.com email address; no other email addresses will be used. Examples of fraudulent email addresses that have been used end with @insurityjobs.us. Be aware of suspicious recruitment activity. If you think you are a victim of an employment scam, you may contact your local law enforcement agency and/or visit the Federal Trade Commission website here: https://consumer.ftc.gov/articles/job-scams. Who We Are
Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world's most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed.
We don't just make bold promises—we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise.
While our technology sets us apart, it's our people who truly make the difference. At Insurity, you'll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer. Ready to grow your career with an industry leader? today—we're excited to welcome you. #UatInsurity Insurity's Next Senior Offer Manager
As part of the Sales "Deal Desk" team you will be responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals. You will review and revise quotes in Insurity's CPQ price application, confirm all commercial terms for deals and ensure that there is documented output reflecting the approved terms to be used by legal for contracting. You will report to the AVP of Offer Management and will have several colleagues that work together with you. You will interact with many organizations within Insurity (Sales, Legal, Product Management, Customer Experience) at all levels of the organization.
What Our Senior Offer Manager Will Do
Responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals.
Provide sales teams with guidance on pricing, pricing structure and strategy.
Independently support multiple sales teams with special pricing requests and manage large opportunities with all required parties.
Use business experience to prepare and present alternatives to leadership on pricing scenarios.
Partner with the sales team to manage the profitability and approval matrix to deliver pricing for each opportunity
Present and roll out new processes across all levels of organization.
Monitor adherence to new processes and course correct as needed.
Collaborate with cross-functional team members to scope the services project based on agreed upon parameters engaging additional resources for things outside those parameters.
Manage assigned deal estimation requests - including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting, and distributing minutes and action items, scheduling any follow-up sessions, etc.
Solicit inputs from Professional Services leadership on the financial, scheduling, and resourcing aspects of a proposed estimate.
Initiate internal and external communication throughout defined pre-sales process via face-to-face meetings, teleconferencing and email.
Coordinate development of order form documents including estimates, SOWs and RFP responses working closely with all stakeholders including Sales, Legal, Product Management & Professional Services.
Review financial data as related to various requests for special pricing and identify possible risks associated with service terms, product descriptions, and price concessions.
Uses keen business judgment and financial knowledge to defend and debate recommendations.
Maintains records supporting all business cases.
Ensures compliance with internal procedures and government regulations.
Assists order management and finance in resolving implementation issues, billing issues, and technical issues.
Ensure team productivity is meeting targets and delivering value to the field.
Contribute to the feedback loop into the company on street pricing, implementation requirements, and customer roadblocks.
Identify, address, and bring issues to closure.
Effectively handle team escalations.
Other duties as assigned
Who We're Looking For
Demonstrate these skills at an advanced level:
Pricing and commercial terms development
AI process integration
Analytical and critical thinking
Written and oral English communication
Time management including work planning, prioritization, and organization
Ability to handle multiple priorities or tasks
Self-starter and quick learner
Detail-oriented
Active listener
Ability to collaborate and work autonomously
Flexible and adaptable
Capacity to analyze in-flight project impacts while scoping new project requests
Status read-outs (Sales, Legal, EPMO & Exec)
Project Estimation including Scope, Financials, Risks & Assumptions
Understanding of Project Management methodology
5+ years' experience or Bachelor's degree in related field (equivalent work experience may be considered)
Advanced knowledge of:
CPQ systems
AI tools
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Project
Visio/or another diagramming tool
What's In It For U
Work Where You Thrive
Find the work environment that supports your best—whether that's remote, in-office, or hybrid—depending on your role and location. Our Flex First Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in-office schedules to stay connected and collaborative.
Take Time When You Need It
We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most.
Benefits That Start on Day One
Enjoy comprehensive health coverage and employer-matched retirement savings right from your first day—because we know how important these are to you.
Living Our Values Every Day
Our core values are more than words on a wall—they guide how we hire, grow, and retain the very best talent.
Award-Winning Onboarding
From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact.
Grow Your Career from Within
We believe in promoting from within. In fact, over 25% of our open roles are filled by internal candidates.
Mentorship That Matters
Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally.
Insurity Podcasts
Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole.
Keep Learning, Always
Fuel your growth with full access to LinkedIn Learning and Kaplan—because continuous development is key to success.
Invest in Your Future—And Your Family's
Through our partnership with the University of Arizona Global Campus, you and your family can access discounted tuition and pursue educational goals affordably.
Earn When You Refer
Love where you work? Invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board.
We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the career level salary range for this role is $77 000 to $150 000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications. If your application advances, your recruiter will review these details with you during a video interview.
Insurity is proud to be an Equal Opportunity Employer
We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be contacted. #LI-Remote