Insurance Solutions Consultant
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Role Details
Company: US-based insurance technology company
Location: San Francisco, California
Employment Type: Full-time
Work Arrangement: In-office
Salary: $130,000–$150,000
Equity: Competitive equity
Visa Sponsorship: Visa transfers considered, including OPT and H-1B transfers
Hiring Count: 2 candidates
About the Company
An insurance technology company building an AI-powered platform designed to modernise brokerage operations and insurance workflows.
The company achieved multiple seven figures in annual recurring revenue in just over a year and already serves 30% of the top 50 US insurance brokers. It recently closed a $25 million Series A funding round and operates with a lean, in-person team in San Francisco.
About the Role
The company is hiring an Insurance Solutions Consultant with commercial insurance brokerage experience to support customers, demonstrate the platform, and help shape product development.
The role combines customer onboarding, product demonstrations, training, and collaboration with engineering and product teams. It is suited to an experienced insurance professional who understands brokerage workflows, is comfortable with technology, and can build trust with customers.
Responsibilities
Run implementation, configuration, onboarding, and training for new brokerage customers, including hands-on manual setup work.
Demo the product and share credible, practical insurance insights on sales and customer calls, working alongside AEs, CSMs and Deployment Strategists.
Keep customers happy after launch by helping them get value from the platform.
Act as the in-house insurance expert for engineering and product teams during discovery and roadmap planning.
Turn broker workflows and customer feedback into product improvements.
Requirements
5+ years in commercial P&C/liability brokerage, ideally as an Account Manager at a top-300 regional broker or a national broker (no personal lines, no life insurance). Benefits candidates need 10-15 years.
Generalist knowledge across all lines of coverage, not limited to one niche. Bonus if you've managed other AMs or moved from AM to Producer.
Tech-savvy, adaptable, and comfortable independently troubleshooting and adopting AI tools such as Claude and ChatGPT.
Strong communication and presentation skills; personable, articulate, and capable of building client trust and collaborating with Account Executives and engineers.
Able to work on-site in San Francisco; Bay Area-based or willing to relocate promptly.
Benefits
Competitive equity.
Health, dental, and vision insurance.
Approximately $5,000 in relocation support for eligible candidates.
Interview Process
Candidate submission
15-minute recruiter screen
30-minute team interview
Take-home product demo
3.5-hour on-site interview with founders and team
Offer and hiring
Required Screening Questions
Are you able to work in San Francisco, and come into the office 3 times per week?
Walk us through your commercial P&C account management background. Which lines of coverage have you handled and have you managed other AMs or moved into a producer seat?
What's the newest tech or software you've picked up lately and how'd you figure it out on your own?
Can the candidate be on-site? If not, is the candidate willing to relocate?
What is their salary expectation?
How actively is this candidate exploring new opportunities?
🌍 Remote from anywhere in the globe
Workplace, Culture & Diversity
Corporate culture is essential to allow the organization to differentiate itself. In terms of image on the one hand, it has strengths both internally and externally to consumers. It is indeed a source of cohesion and motivation of employees and it limits conflicts. With customers, it conveys a positive image and can develop a feeling of closeness to the company or even become a criterion of choice.
About Fractal Talent
We Are Fractal Talent, a global community of freelance and fractional recruiters. We provide recruiting expertise to our clients as a virtual extension of their teams, deployed on an embedded, project or per role basis, and matched to client need. Top tier quality, unrivalled flexibility.
If you're a recruiter, come join a community that acts as your outsourced sales function. We align your skills to our clients - with the aim to enrich quality recruiters and enable a far greater flexibility in how you manage your career.