Insurance Technology Solutions Consultant

Canada | Remote

About Our Client

Our client is a rapidly growing, venture-backed insurtech company transforming the Property & Casualty insurance industry through cutting-edge AI technology. Focused on helping insurance brokerages and agencies modernize their operations, they are redefining how insurance professionals deliver service, improve efficiency, and scale their businesses.

Recognized as one of Canada’s fastest-growing technology companies, this organization has earned industry accolades for innovation, growth, and impact across the North American insurance market. Their AI-powered platform is helping leading brokerages streamline complex workflows, improve client experiences, and unlock operational efficiencies at scale.

This is an exciting opportunity to join a highly collaborative, customer-focused team that thrives on innovation, curiosity, and execution. With a strong remote-first culture, significant market momentum, and ambitious growth plans, the organization offers employees the opportunity to make a meaningful impact while helping shape the future of insurance technology and insurtech solutions.

Key Responsibilities

As the Insurance Technology Solutions Consultant, you will serve as the strategic bridge between complex insurance brokerage operations and innovative AI-driven technology solutions. You will partner closely with enterprise clients, sales leadership, and internal stakeholders to design, implement, and optimize transformative insurtech solutions for large insurance organizations.

Your responsibilities will include:

Enterprise Solutions Consulting & Technical Sales

• Partner with the sales team throughout enterprise deal cycles to understand client operational challenges, workflows, and technology environments.
• Lead discovery sessions with insurance brokerages and agencies to identify opportunities for AI and automation solutions that deliver measurable business impact and ROI.
• Develop tailored solution strategies, presentations, and implementation roadmaps aligned to each client’s operational needs and growth objectives.

Insurance Workflow & Technology Advisory

• Analyze complex insurance brokerage workflows, agency management systems (AMS), renewal processes, and operational structures to recommend scalable technology solutions.
• Translate client operational challenges into actionable implementation plans leveraging AI-powered insurtech platforms and automation tools.
• Act as a trusted advisor to clients by providing guidance on technology adoption, operational transformation, and workflow optimization.

Client Implementation & Change Management

• Collaborate with Customer Success and Implementation teams to support successful onboarding, adoption, and long-term utilization of technology solutions.
• Guide clients through organizational change management initiatives, helping stakeholders navigate process transformation and AI adoption.
• Support expansion opportunities within existing enterprise accounts by identifying additional workflows and operational efficiencies.

Cross-Functional Collaboration & Strategic Input

• Serve as the voice of the customer internally by sharing industry insights, operational feedback, and emerging market trends with Product and Engineering teams.
• Contribute to the development of scalable solutions consulting processes, best practices, and implementation playbooks as the function grows.
• Travel periodically for onsite client meetings, workshops, and strategic engagement sessions across North America.

Qualifications

To succeed in this role, candidates should demonstrate the following:

Education & Experience

• 5+ years of experience in insurance technology, insurtech, enterprise solutions consulting, technical sales, pre-sales engineering, or insurance operations.
• Strong background within the Property & Casualty insurance industry, particularly working with or supporting insurance brokerages and agencies.
• Experience selling, implementing, or consulting on technology solutions within insurance organizations is strongly preferred.
• Previous experience in a fast-paced startup, SaaS, AI, or technology-driven environment is considered an asset.

Technical Skills

• Strong understanding of insurance brokerage workflows, agency management systems, and operational processes.
• Experience with platforms such as Applied Epic, Vertafore AMS360, or similar insurance systems is highly desirable.
• Ability to map complex operational processes to scalable technology and AI-driven solutions.
• Strong business and technical acumen with the ability to communicate effectively with both executive stakeholders and operational teams.

Key Competencies

• Excellent communication, presentation, and relationship-building skills with the ability to influence stakeholders at all levels.
• Strong analytical and problem-solving capabilities in complex and ambiguous environments.
• Builder mentality with the ability to create scalable processes and solutions from the ground up.
• Highly customer-focused with a consultative, solutions-oriented approach.
• Self-motivated and comfortable working remotely while managing multiple enterprise engagements.
• Adaptable and capable of thriving in a high-growth, rapidly evolving environment.

Apply Today

Please submit your resume directly to Alana Tarchuk via email at alana.tarchuk@executrade.com referencing Job ID: 85519

About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.

We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.