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Insurance Solutions Consultant

Fast-growing software company

  • LocationSan Francisco, California
  • TypeFull-time
  • Posted15 October 2026

The role, as published

About the company

Our client is a fast-growing software company.

The role

Raydar is recruiting for this role on behalf of our client. Bring hands-on commercial insurance brokerage expertise to a customer-facing role that blends implementation, training and ongoing customer support. Also act as the internal subject matter expert for product and engineering colleagues.

What you'll do

  • Lead implementation, configuration, onboarding and training for new customers, including hands-on setup work.
  • Present the product and offer credible, practical industry insight on sales and customer calls alongside sales and customer success colleagues.
  • Support customers after launch so they keep getting value from the platform.
  • Serve as the in-house industry expert for engineers and product managers during discovery and roadmap planning.
  • Translate customer workflows and feedback into product improvement ideas.

What we're looking for

  • 5+ years of commercial property and casualty or liability brokerage experience, ideally as an account manager (no personal lines or life insurance).
  • Experience as a commercial insurance account manager, producer or solutions consultant across multiple lines of coverage.
  • Background at a large regional or national brokerage.
  • Broad generalist knowledge of property, casualty and liability coverage rather than one niche.
  • Comfort with technology and quick adoption of new tools, including AI assistants for solving everyday problems.
  • A polished, articulate, warm style that builds trust on customer calls and works well with sales and engineering colleagues.
  • Ability to work on-site in San Francisco, or willingness to relocate quickly.

Bonus points

  • Prior exposure to customer-facing technical walkthroughs or teaching clients how to use software tools.
  • Experience managing other account managers or moving from account manager to producer.

Benefits

  • Health, dental and vision coverage

Location and work model

  • San Francisco, CA, United States
  • On-site, five days a week in the office
  • Full-time

Compensation, as the posting describes it

  • Equity

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Applying here sends your application to Raydar. If you also find this role on the company's own careers page, talk to us before you apply there. A direct application can mean we cannot represent you for that role.