Job Description

The position is responsible for designing, positioning, and delivering tailored insurance solutions that meet client needs. This role bridges product development, underwriting, and sales by translating insurance offerings into client-focused strategies that drive growth, retention, and customer satisfaction.

Key Responsibilities

• Develop and customize insurance solutions based on client risk profiles, industry needs, and business objectives

• Act as the primary liaison between clients, brokers, underwriters, and internal teams

• Analyze existing insurance products and recommend enhancements or new solutions to remain competitive

• Support sales and business development teams with product expertise, proposals, and presentations

• Manage the end-to-end solutioning process, from needs assessment to implementation

• Monitor market trends, regulatory changes, and competitor offerings to inform product positioning

• Collaborate with underwriting and actuarial teams to ensure pricing and coverage align with risk appetite

• Build and maintain strong client relationships to ensure high retention and satisfaction

• Prepare reports, proposals, and documentation for clients and internal stakeholders

Qualifications

• Bachelor's degree in Business, Finance, Insurance, or a related field3–7+ years of experience in insurance, brokerage, or financial services

• Strong knowledge of insurance products (e.g., life, health, general insurance, or employee benefits)

• Experience in client-facing roles, product development, or solutions design

• Excellent communication, presentation, and stakeholder management skills

• Analytical mindset with the ability to translate data into actionable solutions

Preferred Skills

• Professional certifications (e.g., insurance licenses, or equivalent)

• Experience working with brokers or distribution channels

• Knowledge of underwriting principles and risk assessment

• Familiarity with CRM tools and data analysis

Key Competencies

• Client-centric thinking

• Problem-solving and solution design

• Strategic and commercial awareness

• Collaboration and cross-functional leadership

• Adaptability in a fast-changing market

Success Metrics

• Client retention and satisfaction rates

• Revenue growth from tailored insurance solutions

• Speed and quality of solution delivery

• Product adoption and performance