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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading discovery sessions and shaping pursuit strategies within the insurance software domain, with a strong focus on translating complex workflows into effective platform solutions. Proven ability to collaborate with sales leadership and drive operational quality in customer engagements and RFP responses.
Highest-signal resume keywords
Insurance Software ExperienceSolutions Consultant ExperienceLife And Annuities KnowledgeRFP Response ManagementCustomer Engagement Strategy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
End-To-End Workflow TranslationTechnical Risk MitigationHigh-Impact DemosProof Of Concepts (POCs)Request For Information (RFI)Request For Proposal (RFP)Platform ConfigurationIntegration Capabilities
Soft Skills
Strategic Initiative IdentificationCollaboration With Sales LeadershipCustomer Feedback Packaging
Industry Keywords
SaaSOperational ChallengesTransformation GoalsQuote-To-SalePolicy AdministrationUnderwritingBillingClaims
About the role
Key responsibilities & impact- Lead complex discovery sessions to surface strategic initiatives, operational challenges, and core transformation goals
- Shape end-to-end pursuit strategies, configuring and delivering high-impact demos, POCs, RFIs, and RFPs
- Proactively identify and mitigate technical risks, execution objections, and competitive threats during sales cycles
- Partner directly with AEs and Sales leadership on account strategy, win themes, forecasting, and technical execution
- Drive operational quality across all RFP responses, customer engagements, and pursuit execution
- Translate end-to-end insurance workflows (quote-to-sale, policy administration, underwriting, billing, claims) into clear platform solutions
- Configure and demonstrate deep platform capabilities and integrations with minimal engineering dependencies
- Package customer feedback and requirements for Product and Engineering while supporting Customer Success with platform optimization
Requirements
What you’ll need- 7+ years of Insurance Software, SaaS, or related experience, including at least 3 years performing at the Solutions Consultant level
- Experience in Life And Annuities
- Willingness to travel across US 25% - 30% of the time
