Pre-Sales Specialist

7 - 11 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Role Overview: You will be working as a Pre-Sales Specialist with deep expertise in the US Insurance industry, focusing on Commercial Lines (CL), Personal Lines (PL), Employee Benefits (EB), and carrier ecosystems. Your role will involve designing and delivering transformative business solutions while articulating value-driven solutions to enterprise clients in the US BFSI (Insurance) sector. Key Responsibilities: - Analyze insurance operations across CL, PL, and EB to identify opportunities for process optimization and solutioning. - Lead solution design for processes like Lead Generation, Policy Servicing, Claims, Accounting, Renewals, and QA for Retail P&C carriers and brokers. - Collaborate with clients and internal stakeholders to understand business challenges and formulate scalable, compliant solutions. - Develop solution blueprints, capability models, and process flows using industry-standard tools. - Present insurance-specific solutions and demos during pre-sales engagements. - Translate domain needs into functional specifications and act as a liaison between business and technology teams. Qualifications Required: - Bachelor's or Master's degree in Insurance, Business, Finance, or a related field. - Minimum 7 years of experience in the BFSI domain, with at least 5 years focused on US insurance (CL, PL, EB). - Proven track record in pre-sales solutioning for US Insurance clients. - In-depth understanding of insurance processes including endorsements, policy administration, renewals, and commissions. - Proficiency in business process mapping, customer journey modeling, and insurance analytics. - Strong MS Office skills for developing capability presentations, pitch decks, and proposals. - Excellent communication, stakeholder management, and analytical skills. - Familiarity with Lean, Six Sigma, or similar methodologies is a plus. Additional Company Details: Not provided in the job description.,

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