Insurance Solutions Consultant
About the company
Our client is a fast-growing software company.
The role
Raydar is recruiting for this role on behalf of our client. Bring hands-on commercial insurance brokerage expertise to a customer-facing role that blends implementation, training and ongoing customer support. Also act as the internal subject matter expert for product and engineering colleagues.
What you'll do
- Lead implementation, configuration, onboarding and training for new customers, including hands-on setup work.
- Present the product and offer credible, practical industry insight on sales and customer calls alongside sales and customer success colleagues.
- Support customers after launch so they keep getting value from the platform.
- Serve as the in-house industry expert for engineers and product managers during discovery and roadmap planning.
- Translate customer workflows and feedback into product improvement ideas.
Requirements
What we're looking for
- 5+ years of commercial property and casualty or liability brokerage experience, ideally as an account manager (no personal lines or life insurance).
- Experience as a commercial insurance account manager, producer or solutions consultant across multiple lines of coverage.
- Background at a large regional or national brokerage.
- Broad generalist knowledge of property, casualty and liability coverage rather than one niche.
- Comfort with technology and quick adoption of new tools, including AI assistants for solving everyday problems.
- A polished, articulate, warm style that builds trust on customer calls and works well with sales and engineering colleagues.
- Ability to work on-site in San Francisco, or willingness to relocate quickly.
Bonus points
- Prior exposure to customer-facing technical walkthroughs or teaching clients how to use software tools.
- Experience managing other account managers or moving from account manager to producer.
Benefits
Compensation and benefits
- Base salary: USD 130,000 to 150,000 per year
- Equity
- Health, dental and vision coverage
Location and work model
- San Francisco, CA, United States
- On-site, five days a week in the office
- Full-time
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