Solution Consultant
Core
Pre-sales Solution Consultant bridging insurance, technology, and sales to help clients understand how modern software addresses business needs.
Role type
Solution Consultant (Pre-sales)
Builds
Software solutions for insurance clients
Domain
Insurance technology / SaaS
Deliverable
client delivery
Required skills
P&C insurance agency/brokerage experience, Applied Epic or comparable agency management system knowledge, SaaS sales experience, AI-based product configuration and testing, consultative selling, business analysis, solution design, proposal development, stakeholder management
Preferred skills
Cloud technology knowledge, emerging insurance technology awareness
Technologies
Applied Epic, AI-based products, cloud solutions
Responsibilities
Develop and deliver product demonstrations, work with sales teams to understand client objectives, conduct client site visits, develop and present proposals, translate customer goals into solution capabilities, demonstrate technology value for business growth, coordinate hand-offs to internal resources, maintain customer relationships, stay current on industry trends
Seniority
Mid-level, hands-on IC