Leads client-facing solution design for complex insurance and BPO deals. Translates client needs into scalable solutions spanning business process management, technology, consulting, analytics, automation, and AI-driven workflows. Owns solution narratives, needs assessments, pricing assumptions, proposal development, and risk review while partnering with operations, finance, AI teams, and commercial leaders. The role also develops repeatable solution patterns, trains sales leaders, and supports new business efforts. Requires deep property and casualty insurance operations expertise and approximately 50% domestic travel.
Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Do you have experience in solution design, pre-sales consulting, or operations advisory in insurance or BPO? Are you motivated by the challenge of aligning finance with long-term business vision?
Come Join ReSource Pro!
Your Role...
ReSource Pro is seeking a Principal Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across our full business ecosystem - spanning Business Process Management, Technology, Consulting, Analytics, and AI/Agentic Operations. This role sits at the center of how ReSource Pro designs and prices its most important deals, working across carrier, MGA, and broker segments. Solution Architects are deployed from a shared pool by deal complexity rather than vertical alignment -going where the work is hardest.
We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.
In This Role, You Will…
- Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
- Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
- Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
- Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
- Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
- Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
- Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
- Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
- Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
- Standardize and streamline assessment and proposal workflows across the GTM team.
What You Need to be Successful…
- Bachelor’s degree required; any field.
- 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
- Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
- Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
- Prior experience supporting RFP/RFI responses and proposal development.
- Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
- Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
- Willingness and ability to travel approximately 50% domestically for client-site work.
Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote, client-facing position, and the salary range for this role is $124,049- $210,195 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote, client-facing position, and the salary range for this role is $124,049- $210,195 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:
- Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
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