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