Pre-Sales Specialist (US Insurance)

Golden Opportunities

7 - 12 years

25 Lacs

bengaluru

Posted:12 hours ago| Platform:

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Skills Required

us insurance los lead generation claims pre-sales accounting pre-sales solution design policy servicing insurance analytics broker value chain core banking platforms crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Overview: We are seeking a strategic, domain-driven Solutions Architect / Pre-Sales Specialist with deep expertise in the US Insurance industry.
This role is pivotal in designing and delivering transformative business solutions across Commercial Lines (CL), Personal Lines (PL), Employee Benefits (EB), and carrier ecosystems. The ideal candidate will possess a strong understanding of the Broker Value Chain, insurance operations, and regulatory frameorks, and will be adept at 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 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 Bachelors or Masters 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).
Deep knowledge of US Insurance industry, Insurance Analytics, Pre-sales solution design, Understanding of the Broker Value Chain

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