Insurance Solutions Engineer || San Francisco, California

Role: Insurance Solutions Engineer

Location: San Francisco California

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. Youll 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 youll do

• Demo the companys 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