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Role Description As the Insurance Technology Solutions Consultant, you will serve as the strategic bridge between complex insurance brokerage operations and innovative AI-driven technology solutions. You will partner closely with enterprise clients, sales leadership, and internal stakeholders to design, implement, and optimize transformative insurtech solutions for large insurance organizations. - Enterprise Solutions Consulting & Technical Sales: - Partner with the sales team throughout enterprise deal cycles to understand client operational challenges, workflows, and technology environments. - Lead discovery sessions with insurance brokerages and agencies to identify opportunities for AI and automation solutions that deliver measurable business impact and ROI. - Develop tailored solution strategies, presentations, and implementation roadmaps aligned to each client’s operational needs and growth objectives. - Insurance Workflow & Technology Advisory: - Analyze complex insurance brokerage workflows, agency management systems (AMS), renewal processes, and operational structures to recommend scalable technology solutions. - Translate client operational challenges into actionable implementation plans leveraging AI-powered insurtech platforms and automation tools. - Act as a trusted advisor to clients by providing guidance on technology adoption, operational transformation, and workflow optimization. - Client Implementation & Change Management: - Collaborate with Customer Success and Implementation teams to support successful onboarding, adoption, and long-term utilization of technology solutions. - Guide clients through organizational change management initiatives, helping stakeholders navigate process transformation and AI adoption. - Support expansion opportunities within existing enterprise accounts by identifying additional workflows and operational efficiencies. - Cross-Functional Collaboration & Strategic Input: - Serve as the voice of the customer internally by sharing industry insights, operational feedback, and emerging market trends with Product and Engineering teams. - Contribute to the development of scalable solutions consulting processes, best practices, and implementation playbooks as the function grows. - Travel periodically for onsite client meetings, workshops, and strategic engagement sessions across North America. Qualifications - 5+ years of experience in insurance technology, insurtech, enterprise solutions consulting, technical sales, pre-sales engineering, or insurance operations. - Strong background within the Property & Casualty insurance industry, particularly working with or supporting insurance brokerages and agencies. - Experience selling, implementing, or consulting on technology solutions within insurance organizations is strongly preferred. - Previous experience in a fast-paced startup, SaaS, AI, or technology-driven environment is considered an asset. - Strong understanding of insurance brokerage workflows, agency management systems, and operational processes. - Experience with platforms such as Applied Epic, Vertafore AMS360, or similar insurance systems is highly desirable. - Ability to map complex operational processes to scalable technology and AI-driven solutions. - Strong business and technical acumen with the ability to communicate effectively with both executive stakeholders and operational teams. - Excellent communication, presentation, and relationship-building skills with the ability to influence stakeholders at all levels. - Strong analytical and problem-solving capabilities in complex and ambiguous environments. - Builder mentality with the ability to create scalable processes and solutions from the ground up. - Highly customer-focused with a consultative, solutions-oriented approach. - Self-motivated and comfortable working remotely while managing multiple enterprise engagements. - Adaptable and capable of thriving in a high-growth, rapidly evolving environment. Apply Today Please submit your resume directly to Alana Tarchuk via email at alana.tarchuk@executrade.com referencing Job ID: 85519.

Role Description The Insurance Software Training Manager (Bilingual) will be responsible for enhancing client success by delivering training and support for a broker management system. - Deliver engaging virtual training sessions to insurance brokers. - Provide tailored consultancy to existing clients. - Design and develop training materials that align with system upgrades. - Create customized training programs for specific client needs. - Support the development of internal teams through application training sessions. - Proactively manage a dynamic schedule of training sessions. - Provide occasional in-person training or support when necessary. - Collaborate with internal teams to enhance client engagement strategies. - Attend industry trade shows and events across Canada. Qualifications - A minimum of 2+ years of experience as an insurance broker or hands-on experience using Broker Management Systems within Canada. - Fluency in both English and French. - Exceptional communication skills. - A logical, solution-oriented mindset. - Ability to quickly learn new system functionalities. - A flexible and responsive approach to scheduling. - A high degree of autonomy, initiative, and motivation in a fully remote work environment. - Willingness to travel occasionally across Canada. Requirements - Post-secondary education in business, insurance, or a related field is considered an asset. - Previous experience in training, onboarding, or client-facing roles within the insurance or technology space is an asset. - Proficiency in Broker Management Systems and a strong understanding of insurance workflows. - Comfort with virtual training tools, webinar platforms, and remote collaboration software. Benefits - Opportunity to work remotely. - Engagement with a forward-thinking organization. - Direct influence on client success.