Insurance Solutions Consultant - Salary to 150k/year + Equity & Benefits - San Francisco, CA
AllSearch Professional Staffing
San Francisco, CA · Posted November 2, 2026
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How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Insurance Solutions Consultant - Salary to 150k/year + Equity & Benefits - San Francisco, CA
Our client is an insurance technology company seeking an Insurance Solutions Consultant to connect insurance brokerage operations with software solutions.
This position requires 5+ years of insurance industry experience and knowledge of commercial insurance or employee benefits brokerage workflows, terminology, and operations. The consultant will work with customers, sales personnel, and product teams to identify insurance workflow needs, demonstrate product applications, and communicate customer requirements.
This is a fully in-office position in San Francisco.
Responsibilities:
Conduct customer discovery meetings to document insurance brokerage processes, operational requirements, and workflow needs
Present software capabilities and demonstrate product applications relevant to customer insurance operations
Explain how product features support insurance workflows and customer requirements
Recommend product configurations and use cases based on brokerage operations
Coordinate customer requirements and product questions between sales and product teams
Document customer feedback and communicate product improvement opportunities to support roadmap planning
Qualifications:
5+ years of experience in the insurance industry
Knowledge of commercial insurance or employee benefits brokerage workflows, insurance terminology, and brokerage operations
Availability to work fully in office in San Francisco
Compensation:
Salary between 130k-150k/year plus equity, health insurance, PTO, team off-sites/dinners, etc.
Fully in-office role in San Francisco.
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