Let's begin! Associate Director Workflow Specialist, Casualty & Financial Lines

At Moodys we unite the brightest minds to turn todays risks into tomorrows opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they arewith the freedom to exchange ideas think innovatively and listen to each other and customers in meaningful ways. Moodys is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment were advancing AI to move from insight to actionenabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity helping our clients navigate uncertainty with clarity speed and confidence.

If you are excited about this opportunity but do not meet every single requirement please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship lead with curiosity champion diverse perspectives turn inputs into actions and uphold trust through integrity.

Skills and Competencies

• 7 years of experience in insurance insurance technology data and analytics solution consulting underwriting or business-to-business sales with a focus on property and casualty insurance
• Preferred working knowledge of Casualty and Financial Lines workflows including risk selection underwriting pricing portfolio management exposure assessment claims analysis and risk monitoring
• Preferred understanding of key Casualty and Financial Lines segments such as general liability professional liability directors and officers liability errors and omissions cyber and other specialty lines
• Preferred experience working with insurers reinsurers brokers MGAs MGUs or other participants across the insurance value chain
• Proven ability to translate complex data analytics models and software capabilities into clear business value for underwriting actuarial portfolio management claims and executive stakeholders
• Ability to conduct effective client discovery and deliver detailed workflow-based product demonstrations to technical and non-technical audiences
• Demonstrated experience applying consultative selling methodologies to identify client challenges map existing workflows and position tailored solutions
• Basic understanding of artificial intelligence concepts with curiosity and enthusiasm for how AI-enabled capabilities can support underwriting workflows improve decision-making and efficiency and promote responsible AI practices

Education

• Undergraduate or first-level degree such as a Bachelors degree preferred with coursework in business insurance risk management actuarial science economics finance data analytics or a related field
• Relevant insurance or professional qualifications are beneficial but not required

Responsibilities

This role partners closely with sales colleagues and cross-functional stakeholders to support the end-to-end sales process for Moodys Casualty and Financial Lines data analytics models and software solutions. The Workflow Specialist will bring insurance market and workflow expertise to client engagements helping customers understand how Moodys capabilities can address their underwriting pricing portfolio management and risk assessment needs. Key responsibilities include:

• Serve as the Casualty and Financial Lines workflow subject matter expert throughout the sales lifecycle from initial discovery and qualification through solution design demonstration proposal development and deal closure
• Lead detailed client discovery sessions to understand existing underwriting processes data requirements technology environments business priorities and operational challenges
• Assess client needs and provide tailored strategic guidance solution positioning and value-based recommendations aligned with underwriting portfolio and organisational objectives
• Design and deliver client-specific demonstrations presentations workshops and proof-of-concept engagements that connect Moodys capabilities to real-world insurance workflows
• Develop trusted relationships with underwriting actuarial portfolio management claims data science technology operations and executive stakeholders
• Partner with sales colleagues to develop account strategies qualify opportunities identify stakeholder priorities and advance complex sales engagements
• Collaborate with Product Strategy Modelling Delivery and Customer Success teams to ensure proposed solutions are credible relevant and aligned with client requirements
• Provide structured feedback on market trends client requirements competitive positioning product gaps and emerging use cases while identifying cross-sell and upsell opportunities across Moodys insurance solutions portfolio
• This position offers a dynamic work environment requiring up to 50% travel to engage with clients face-to-face while also providing the flexibility of hybrid working

About the Team

The Insurance Sales team drives the growth of Moodys by delivering integrated high-impact solutions that support insurers across underwriting pricing reserving capital management portfolio management and risk Casualty & Financial Lines Workflow Specialist team plays a critical role within the Insurance segment partnering closely with Sales Product Strategy Modelling Delivery and Customer Success teams to bring the full strength of Moodys data analytics models and software capabilities to insurance team combines deep insurance workflow knowledge with strong commercial and technical expertise. Workflow Specialists help clients connect Moodys capabilities to practical business challenges shape tailored solution strategies and support the successful adoption of solutions across Casualty and Financial Lines underwriting workflows.

Moodys is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability protected veteran status sexual orientation gender expression gender identity or any other characteristic protected by law.

Candidates for Moodys Corporation may be asked to disclose securities holdings pursuant to Moodys Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy including remediation of positions in those holdings as necessary.