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.

Principal Revenue Solutions Architect

Key skills