Insurance Solutions Consultant

Fulcrum • San Francisco, CA

12h • Onsite

About The Position

Fulcrum is building an AI platform to automate manual work in the insurance brokerage industry. The Insurance Solutions Consultant will serve as a link between Sales, Product, and customers, helping shape how Fulcrum sells, communicates, and delivers product value. The role combines insurance-domain expertise, pre-sales support, solution design, customer enablement, and internal training. The position is based in the Bay Area, with in-person collaboration in San Francisco.

Requirements

• 5–7+ years of experience in the insurance industry, ideally in an account management role.
• Deep understanding of insurance broker workflows, terminology, and operations, particularly account management and servicing.
• Comfort presenting complex concepts clearly and persuasively.
• Strong communication skills and a consultative mindset.
• Based in the Bay Area (San Francisco, East Bay, or South Bay).

Nice To Haves

• Career progression from Account Manager to Producer, or a similar path demonstrating both service and sales capability.
• Experience supporting software sales, demonstrations, or technical presentations.
• Experience in broker technology training or workflow design.
• Exposure to SaaS products or digital transformations in the insurance ecosystem.

Responsibilities

• Partner with Sales to qualify opportunities and shape customer conversations.
• Lead discovery calls to understand customer needs and insurance workflows.
• Deliver tailored solution presentations and product demonstrations that show how Fulcrum addresses insurance business challenges.
• Translate customer requirements into executable solution designs.
• Advise customers on best-practice insurance configurations and product use cases.
• Collaborate with Product to share customer feedback and influence roadmap priorities.
• Support onboarding handoffs with clear documentation and expert insight.
• Provide consultative post-sale guidance to help customers realize value.
• Train and enable internal Sales and Success teams on insurance-specific solutions.

Benefits

• Competitive salary and meaningful equity.
• Full health, dental, and vision coverage.
• Regular team off-sites and dinners.
• Office stocked for builders.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed