Insurance Solutions Consultant
- Location
- San Francisco
- Workplace
- On-site
- Employment
- Full-time
- Compensation
- $130k – $150k + equity
- Visa
- Visa Sponsorship Available
About this role
We are looking for an Insurance Solutions Consultant with 5-10 years of commercial insurance brokerage experience to bring real industry expertise to Fulcrum's customers and product team. This person is a tech-savvy, friendly generalist account manager who speaks the language of brokers. You'll help onboard and win over some of the largest brokerages in the country, and your insurance knowledge will shape how we build the agentic operating system for insurance.
What will you be doing?
- Running implementation, configuration, onboarding and training for new brokerage customers, including hands-on manual setup work
- Demoing the product and sharing credible, practical insurance insight on sales and customer calls, working alongside AEs, CSMs and Deployment Strategists
- Keeping customers happy after launch by helping them get value from the platform
- Acting as the in-house insurance expert for engineers and product during discovery and roadmap planning
- Turning broker workflows and customer feedback into product improvements
Key Requirements
- 5+ years in commercial P&C/liability brokerage, ideally as an Account Manager at a top-300 regional broker or a national broker (no personal lines, no life insurance). Benefits candidates need 10-15 years.
- Generalist knowledge across all lines of coverage, not limited to one niche. Bonus if you've managed other AMs or moved from AM to Producer.
- Comfortable with technology and quick to adopt new tools, such as solving your own problems with AI tools like Claude or ChatGPT
- Presents well and is articulate, warm and easy to work with. You can earn trust on customer calls and work well with both AEs and engineers.
- Able to work on-site in San Francisco (Bay Area local, or willing to relocate quickly)
What happens next
Skip the application pile. Clera gets you in front of the people who decide.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
Clera pitches you to the company
Clera writes the intro, sends it to the founder, and handles the back-and-forth.
A meeting lands on your calendar
When the company wants to meet, Clera gets the call on your calendar. You just show up.
Culture & values
Team works side-by-side five days a week out of the San Francisco office in SoMa
Believes the best ideas come from in-person collaboration, fast iteration, and direct customer feedback loops
No layer of middle management or process for process's sake
Engineers talk to enterprise customers, ship features within the same week, and own outcomes end-to-end
Core cultural principle: Builders at heart — you don't wait for a process to exist, you create it, refine it, and own it
Core cultural principle: Bias toward action — internal sense of urgency to get things done today rather than tomorrow
Core cultural principle: Owners, not renters — everyone treats the company's money and decisions like their own, holding themselves accountable to outcomes, not just outputs
Core cultural principle: Ambitious about the opportunity — team is excited about building the defining AI company in the insurance industry
Lean, high-caliber team of roughly 30 people
Every person on the team has a meaningful impact on the trajectory of the company
Speed and quality are understood as competitive advantages
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Ask about this role
Tell me about the Insurance Solutions Consultant role at Fulcrum on Clera (https://www.getclera.com/jobs/fulcrum/insurance-solutions-consultant--lckfh4n47ucm). Does it fit my profile and preferences? If it does, tell Clera I'm interested.
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