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. You'll 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 you'll do
Demo the company's 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