Pre-Sales Solutions Consultant (Insurance)

We are looking for a talented Pre-Sales Solutions Consultant to drive the technical aspects of the sales cycle and secure new business. We are a fast growing SaaS company in the insurtech industry, providing innovative document workflow automation solutions to insurance carriers that streamline critical business processes.

Job Duties

• Lead and deliver technical proof of concepts and custom demonstrations for prospective clients.
• Collaborate with sales teams to develop winning sales strategies and proposals.
• Provide expert insights on product features and value propositions in client meetings and at industry events.
• Serve as the primary technical interface for prospects during their evaluation of our technology.
• Support initial client onboarding and provide occasional consulting on product usage.
• Track technical evaluation details in CRM systems and provide input for sales meetings.
• Contribute to the evolution of the product range based on market and client needs.
• Maintain a deep understanding of customer and industry trends to identify new opportunities.

Ideal Background

• Extensive experience within the insurance industry, specifically with compliance and filing for insurance policy forms.
• Comprehensive understanding of the process and requirements for authoring new insurance policy forms.
• Strong knowledge of insurance laws, regulations, and industry standards (state and federal).
• Proven ability to analyze regulatory changes and assess their impact on existing processes.
• Proficiency with insurance software, underwriting, compliance management tools, and document management systems.
• A knack for staying updated on evolving regulations and industry best practices.
• A proven track record of educating colleagues on compliance requirements.
• Ability to travel occasionally, up to 50%.

Why Us

• Be part of a collaborative team that values innovation and celebrates success.
• Opportunity to be challenged and grow your skills in a supportive environment.
• Work with a company that prioritizes integrity, openness, and honesty.
• We encourage challenging the status quo to constantly improve.
• Experience deep respect for all individuals, both within and outside the company.
• We're committed to going the extra mile to help our team and clients succeed.

Retail Options, Executive Search
Raleigh
United States of America

About the company

Relentless Talent Solutions, Powered by Innovation

We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.

In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.

What Sets Us Apart

• Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.

• Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.

• End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.

Our Core Values

We Build Long-Term Relationships

We go beyond transactions to foster genuine, lasting partnerships.

We Are an Extension of Your Team

We invest the time to understand your goals, culture, and hiring challenges.

We Move Fast—And Smart

We deliver top-tier candidates swiftly and efficiently—the first time.

We Focus on Quality, Not Quantity

You receive carefully vetted talent, not stacks of résumés.

We Handle Every Detail

Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.

Job ID: 9555399 / Ref: f50a4c8de59c617c451fd3fe6299f73a