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This isn't a traditional tech or product role. Instead, it's ideal for someone with hands-on experience in insurance compliance, brokerage operations, enterprise risk management, or legal risk transfer-and the curiosity to help design next-generation solutions. You don't need to be a technologist; you just need to know the industry and how to turn real-world challenges into smarter, more intuitive tools for clients.
Job Responsibility:
Client Engagement & Support: Serve as a trusted partner to established clients, ensuring strong, long-term relationships
Lead client meetings to discuss successes, pain points, and opportunities for improvement
Document discussions through detailed meeting notes and action items
Product Development Collaboration: Represent the voice of brokers, carriers, compliance teams, and legal stakeholders throughout the product lifecycle
Collaborate with developers to design new features and enhancements
Review and approve new feature releases prior to launch
Monitor product updates, track release schedules, and communicate changes internally and externally
Identify opportunities for process improvement and innovation within the software
Cross-Functional Partnership: Partner with marketing to share client success stories and industry insights
Support accounting with client billing tasks as needed
Research and validate third-party data for integration into core products
Track competitor activity and emerging market trends to inform strategy
Industry Expertise & Strategy: Ensure all solutions align with evolving compliance standards, regulatory obligations, and industry best practices
Stay informed on new risk management regulations and advise internal teams on potential impacts
Requirements:
2 - 5 years of experience in insurance compliance, brokerage operations, enterprise risk management, or legal contract review
Strong understanding of certificates of insurance, vendor compliance, and carrier/broker workflows
Excellent communication and relationship-building skills across business and technical teams
Proven ability to translate complex compliance requirements into actionable insights
Nice to have:
Familiarity with SaaS or Insurtech environments
Exposure to Agile methodologies or product management practices
Passion for AI, automation, and digital innovation in the insurance space