Presales Solution Isurance

Analyse insurance operations across CL, PL, and EB to identify

opportunities for process optimization and solutioning.

• Support sales team and lead solution design around Lead Generation, Policy Servicing, Claims, Accounting, Renewals, and QA processes for Retail P&C carriers and brokers.
• Engage with clients and internal stakeholders to understand business challenges and formulate scalable, compliant solutions.
• Create solution blueprints, capability models, and process flows using industry-standard tools.
• Present insurance-specific solutions and demos during pre-sales engagements, collaborating with product, delivery, and business teams.
• Translate domain needs into functional specifications and liaise between business and tech teams

Skills-

• Bachelors or Masters degree in Insurance, Business, Finance, or related field.
• 7+ years of experience in the BFSI domain, with 5+ years specifically in US insurance (CL, PL, EB).
• Proven experience in pre-sales solutioning for US Insurance clients across broker and carrier ecosystems.
• Sound understanding of processes like endorsements, policy administration, renewals, and commissions.
• Strong skills in business process mapping, customer journey modeling, and insurance analytics.
• Strong MS Office skills, capability presentations/pitch decks/proposals development, etc.