Leverage Subject Matter Expertise: Act as the P&C insurance domain expert during the sales process for carriers, MGAs, and brokers.
Conduct detailed needs assessments, lead consultative client discussions, and help develop ReSource Pro’s integrated service and product solutions stack.
Develop & Deliver Solutions: Lead the solution development and blueprint creation process.
Architect specific, detailed solutions (encompassing data, analytics, automation, and processes), manage cross-functional teams to ensure a cohesive strategy, assess operational/financial risks, and lead solution defense conversations with clients.
Contribute to Thought Leadership: Enhance ReSource Pro’s position as an industry leader by leading webinars, authoring white papers, contributing to the corporate blog, and engaging at industry trade shows.
Drive Cross-Functional Efficiency: Support RFI/RFPs and analyst relations.

Bachelor’s degree required (preferred areas of learning include Business, Finance, or Insurance-focused Risk Management)
P&C Domain Expertise: Minimum 5–7+ years of work experience in the P&C insurance and/or employee benefits industry
Operations & Process Focus: 2–3+ years of Lean process improvement or operations management experience in a service environment is required
Consultative & Analytical Mindset: Incredible listening skills and intellectual curiosity
Technological & Systems Proficiency: Experience with P&C Insurance Agency Management Systems, employee benefits systems, Visio, and MS Office (Excel, Access, PowerPoint)
Communication & Presence: Outstanding oral, written, and presentation skills with the agility to navigate ambiguous environments and effectively command a room, including client C-suite leaders.
Travel Flexibility: Ability and willingness to travel 40% – 50% domestically within the U.S. (with occasional international travel)

Solutions Architect

Key skills