Pre Sales-Insurance/BFSI

4 weeks ago

Bengaluru, Karnataka, India Moder Full time

Pre Sales-Insurance/BFSI (Non-IT)

About Us

Moder formerly known as Archwell Operations is a part of Archwell Holdings founded in 2017. We are a tech forward outsourcing company specializing in supporting the US Mortgage, Insurance, and Banking industries. We specialize in end-to-end component-based outsourcing, managing one-off projects to becoming an extension of the customer service or operations team. Our team is built on industry expertise and provides the traction clients need to grow their company. Equipped with diverse tools, platforms, solutions, and services we strive to work towards our mission to positively impact the financial health of companies by powering in-house processes using top talent, workflow best practices, and progressive technology.

Department: Business Strategy / Operations / Transformation

Job Summary

We are seeking a strategic and domain-driven Solutions Architect / Pre-Sales Specialist with deep expertise in the US Insurance industry. This role will focus on designing and driving transformative business solutions across commercial lines, personal lines, employee benefits, and carrier ecosystems. The ideal candidate possesses thorough knowledge of the Broker Value Chain, insurance operations, and regulatory landscapes, and can articulate 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.
  • 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.

Required Skills & Qualifications

  • Bachelor's or Master's 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.
  • Excellent communication, stakeholder management, and analytical skills.
  • Experience with Lean, Six Sigma, or similar methodologies is a plus.

Preferred Qualifications

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

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