Solution Consultant

Accountabilities:

• • Develop and deliver engaging product demonstrations that clearly communicate the business and technical value of software solutions.

  • Work alongside sales teams throughout the sales cycle to understand client objectives, requirements, challenges, and desired outcomes.

  • Conduct and coordinate client and prospect site visits as needed to support discovery and solution development.

  • Develop, present, and respond to proposals tailored to specific customer requirements and business needs.

  • Translate customer goals and functional requirements into relevant solution capabilities and compelling use cases.

  • Demonstrate how technology solutions can support business growth, improve productivity, reduce costs, and increase operational efficiency.

  • Coordinate effective hand-offs to supporting internal resources at the appropriate stages of the sales process.

  • Build and maintain strong relationships with customers and prospects through a consultative, customer-focused approach.

  • Stay current on insurance industry developments, market trends, competitors, products, services, and emerging technologies.

  • Travel up to 25% throughout North America to support customer engagements, presentations, and site visits.

  Requirements:

  • 3+ years of experience in P&C insurance agency or brokerage environments and/or experience with Applied Epic or a comparable agency management system; equivalent SaaS sales experience may also be considered.

  • Working knowledge of configuring, testing, and using AI-based products.

  • Strong written, verbal, and presentation skills, with confidence communicating both in person and through virtual platforms.

  • Strong organizational and analytical capabilities, combined with critical-thinking and problem-solving skills.

  • Demonstrated interest in consultative selling and the ability to connect technology solutions with customer business objectives.

  • Strong customer orientation and the ability to establish and maintain productive professional relationships.

  • Ability to understand customer requirements and translate them into relevant software solutions and business value.

  • Valid driver’s license and safe driving record.

  • Bachelor’s degree or equivalent professional experience in insurance and/or technology.

  • Candidates from diverse professional and educational backgrounds are encouraged to apply; a traditional technology background or degree is not required when equivalent relevant experience is demonstrated.

  Benefits:

  • Targeted starting base salary of $85,000–$105,000 USD.

  • Remote work opportunity from anywhere in the United States.

  • Medical, dental, and vision coverage.

  • Holiday and vacation time.

  • Health and wellness days.

  • Additional paid day off for your birthday.

  • Potential eligibility for additional compensation plans, including bonuses or commissions, depending on the role and eligibility.

  • People-focused environment emphasizing collaboration, trust, inclusion, and professional growth.

  • Opportunities to work with evolving cloud, AI, and insurance technology solutions.

  • Up to 25% travel, providing opportunities for direct customer engagement and industry exposure.