Pre-Sales Specialist (US Insurance)- Bangalore - GO/JC/903/2025

Job Title:

Job Overview:

Solutions Architect / Pre-Sales Specialist

US Insurance industry

Commercial Lines (CL), Personal Lines (PL), Employee Benefits (EB)

carrier ecosystems

Broker Value Chain

US BFSI (Insurance)

Key Responsibilities

• Analyze insurance operations across CL, PL, and EB to identify opportunities for process optimization and solutioning.
• Lead solution design for processes such as 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, working closely with product, delivery, and business teams.
• Translate domain needs into functional specifications and act as a liaison between business and technology teams.
  

Skills & Attributes

• Bachelor�s or Master�s degree in Insurance, Business, Finance, or 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 across broker and carrier ecosystems.
• 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, including development of capability presentations, pitch decks, and proposals.
• Excellent communication, stakeholder management, and analytical skills.
• Familiarity with Lean, Six Sigma, or similar methodologies is a plus.
  

Preferred Qualification

• Certifications such as Six Sigma or equivalent.
• Experience in digital transformation or operational excellence programs.
• Exposure to tools like CRM, LOS, or core banking platforms (from a non-technical perspective).
  

Skills Required

• DEEP KNOWLEDGE OF US INSURANCE INDUSTRY
• INSURANCE ANALYTICS
• PRE-SALES SOLUTION DESIGN
• UNDERSTANDING OF THE BROKER VALUE CHAIN