About the 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)
About Fulcrum
The $1.5 trillion insurance industry is powered by brokers. Every business needs insurance, and the brokerage industry is hamstrung by account management capacity. Account managers are constantly pulled in multiple directions—keying information into systems, chasing documents, doing mundane work—rather than focusing on the client interactions that actually matter. Most brokerages either outsource this work or grind through it manually.
We're building an AI platform to automate this insurance drudgery. Our platform already saves customers thousands of hours and millions of dollars every year. Our customers love the product—we have deep penetration within enterprise brokerages and genuinely enjoy making our customers' lives better. We just raised our Series A and are just getting started.
Required skills
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Job details
Salary
$130,000 - $150,000
Location
San Francisco, United States
Experience
5+ years
Company
Funding
Total raised
$25M
Last stage
Series A
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.