Insurance Solution Architect

Patra Corporation

12d • Remote

About The Position

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.

As a Sales Solution Architect (SSA), you are a critical asset to our sales process. You are the expert who bridges the gap between complex specialty market business challenges (those of insurance carriers, MGAs, and wholesalers) and our service offerings, architecting the "how" that wins the deal. You understand how the operations of specialty firms work, and you leverage that insight to build credibility.
Your focus is to architect sales solutions that are winnable, deliverable, and economically beneficial to the client and Patra. You will collaborate with our Growth and Client Experience teams to design these solutions while liaising with Delivery teams (Implementation & Operations) to ensure every solution you design is execution-ready, setting the stage for high client satisfaction, and paving the way for long-term partnership success.

Requirements

• Deep Specialty Market DNA: You understand the language, business processes, pain points, and technologies of the specialty market because you have lived them.
• Solution Architecture: A track record of designing complex solutions within a B2B professional services or financial services environment.
• Commercial Acumen: Experience writing and reviewing RFPs/RFIs, managing scope, and understanding the financial (cost/profit) implications of a solution.
• Service Expertise: Knowledge of Patra’s service suite (or similar BPO/BPM/Insurtech services) and the technical requirements to engage with them.
• Industry Background: Direct, hands-on experience in insurance, Insurtech, or business process management prior to moving into pre-sales.
• Communication: Strong presentation skills, with the ability to build trust and explain complex concepts to diverse audiences, from insurance experts to C-level executives.
• Collaboration: A cross-functional mindset that balances sales goals with delivery realities.

Nice To Haves

• 3+ years of experience in a pre-sales solutions consulting, or solutions architect role.
• Relevant industry certifications.

Responsibilities

• Solution Design & Architecture: Own the end-to-end solution design process. Lead technical discovery, navigating the nuances of insurance Carrier, MGA, and Wholesale business models or Employee Benefits to map complex client need to Patra’s service frameworks. Create clear, compelling proposals.
• Solution Integrity: Serve as the central integration point for solution design. Lead cross-functional validation to ensure every solution is optimized for impact and profitability, confirming that feasibility, scope, and cost align before handoff.
• Service Transition: Participate in post-sale activation of deals to ensure solutions remain economically beneficial. Clearly communicate the solution design, client expectations, and defined scope.
• Pipeline Awareness: Monitor the sales pipeline to prioritize solutioning efforts, drive key deals, and accurately forecast resource needs.
• Internal Enablement & Asset Development: Develop and maintain a library of reusable solution blueprints and pre-sales assets to improve sales velocity and consistency.
• RFP/RFI Response: Provide expert technical input and structured content for complex RFP/RFI responses.
• Market & Competitive Intelligence: Channel key feedback to internal teams, acting as the ‘Voice of the Specialty Market’ to help shape future service strategy and differentiation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees