About this role
Senior Life & Annuity Business Consultant – Presales for the Insurance Practice. Lead discovery, RFP responses, and end-to-end solution design leveraging the Sapiens Life & Annuity platform to modernize carriers.
Key Responsibilities
- Sales & Presales Engagement Support
- Lead discovery and RFP responses
- Design end-to-end business solutions leveraging Sapiens Life & Annuity platform
- Build business oriented presentations and demos
- Collaborate with Product Marketing, Strategy and R&D to influence roadmap
Technical Overview
Domain depth across life & annuity value chain; experience with core platforms, data & analytics, and integration ecosystems; ability to translate business needs into Sapiens platform configurations; strong client-facing communication.
Ideal Candidate
The ideal candidate is a senior Life & Annuity business consultant with 10+ years in the insurance domain, deep presales and solution-architecture expertise, and the ability to translate client needs into Sapiens platform-based solutions for North American carriers.
Must-Have Skills
10+ years of experience in Life & Annuity insuranceincluding roles in business consultingcarrier operationspresalesor insurance technologyDeep knowledge of end to end life and annuity operationsStrong analytical skillsExcellent written and verbal communicationExperience with insurance core platformsdata and analyticsintegration ecosystemsAbility to design and articulate solutions using the Sapiens Life & Annuity platform
Nice-to-Have Skills
RFP driven enterprise sales cycles experienceRegulatory and operational knowledge across North AmericaExperience with cloud and SaaS operating modelsExperience with modernization programs
Tools & Platforms
Sapiens Life & Annuity platformData analyticsRFP responsesPolicy administrationIllustrationsDigital engagement
Required Skills
Life & AnnuityPresalesSolution architecturePolicy administrationUnderwritingIllustrationsDigital engagementData and analyticsAPI driven ecosystemsCloud and SaaS operating modelsSapiens Life & Annuity platformRFP responsesRegulatory complianceNorth America
Hard Skills
Life & Annuity InsurancePresalesSolution architecturePolicy administrationUnderwritingIllustrationsDigital engagementData and analyticsAPI driven ecosystemsCloud and SaaS operating modelsSapiens Life & Annuity platformRFP responsesRegulatory complianceNorth America
Soft Skills
communicationstorytellingpresentationstakeholder managementcustomer facing
Keywords for Your Resume
sr. life & annuity insurance business consultantlife & annuitypresalessales & presales engagementRFP responsespolicy administrationunderwritingillustrationsdigital engagementdata and analyticsintegration ecosystemscloud and SaaS operating modelsAPI driven ecosystemsSapiens Life & Annuity platforminsurance transformationNorth Americaregulatory compliancecustomer facingLife & AnnuityPresalesPolicy administrationUnderwritingIllustrationsDigital engagementData and analyticsCloud and SaaS
Deal Breakers
Less than 10 years in Life & Annuity, Lack of presales / solution-architecture experience, Lack of client-facing experience
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