Pre-Sales Specialist

21 hours ago

Bengaluru, India Golden Opportunities Full time
  • 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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