• Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
• Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
• Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
• Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
• Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
• Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
• Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
• Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
• Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
• Standardize and streamline assessment and proposal workflows across the GTM team.

• Bachelor’s degree required; any field.
• 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
• Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
• Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
• Prior experience supporting RFP/RFI responses and proposal development.
• Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
• Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
• Willingness and ability to travel approximately 50% domestically for client-site work.

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend-eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long Term and short-term disability employer-provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.