Product Solutions Consultant

🕒 June 5

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Logo of CoverGo | Insurtech

CoverGo | Insurtech

51 - 200 employees

☁️ SaaS

💰 $15M Series A on 2022-05

SaaS • Insurance

CoverGo is a leading insurtech company that specializes in providing next-generation digital solutions for health, life, and property & casualty (P&C) insurance sectors. It offers a comprehensive, AI-powered, no-code platform that allows insurers to build and distribute insurance products quickly, manage policies and claims efficiently, and overcome the limitations of legacy systems. CoverGo serves a global clientele, including insurers, managing general agents (MGAs), and insurtechs, empowering them to achieve digital transformation and enhance customer experiences. With a strong focus on flexibility and scalability, CoverGo enables the deployment of its platform in various configurations, such as standalone, integrated with existing systems, or as a greenfield solution, ensuring insurers stay competitive in the fast-evolving market.

📋 Description

• Lead tailored product demonstrations of the CoverGo platform across health, life, and P&C use cases, adapting the story to each insurer's priorities • Design and facilitate discovery calls, solution-design sessions, and client workshops to understand, analyze, and clarify requirements and scope • Build and configure proof-of-concept insurance products in the CoverGo platform to showcase capabilities and features to clients • Use AI tools (e.g. LLMs, prompt engineering, AI-assisted research) as a core part of the workflow — to generate demo scripts, draft RFP/RFI responses, produce proposals, and accelerate content turnaround across the presales cycle • Partner with the Sales team throughout the sales conversion process, providing solution consulting that advances and closes opportunities • Translate client requirements into solution overviews, value propositions, and techno-commercial proposals • Collaborate with Solutions Architects, Product, and Engineering/Delivery teams on feasibility, effort estimation, and the best solution approach for each client • Support the handover to the Delivery team once deals are closed-won, and help lead project kick-off meetings • Provide enablement and training to develop clients' usage of the platform through technical information and guidance • Build and maintain a reusable library of demo assets, templates, and a presales knowledge base to scale the function and reduce repeat effort • Any other task that may be assigned

🎯 Requirements

• Bachelor's degree in Insurance, Technology, Business Administration, Sales, or a related field • 5+ years of experience in presales, solution consulting, sales engineering, or pre-sales business analysis • Strong experience working in the insurance or insurtech industry is required • Strong proficiency with AI tools (e.g. ChatGPT, Claude, Gemini, Copilot, or equivalent LLM-based tools) and the ability to apply them practically to presales workflows such as demo prep, content creation, and proposal writing is required • Demonstrated experience delivering demos, workshops, and presentations to enterprise and C-level audiences • Solid understanding of insurance business processes across at least one line of business (e.g. product setup, underwriting, pricing, policy administration, endorsements, billing, renewals, and/or claims) • Experience configuring and demonstrating SaaS platforms; exposure to no-code or low-code platforms is an advantage • Exceptional presentation and communication capabilities in written and verbal English, proficiency in other languages is an advantage • Strong storytelling ability able to make platform value tangible and relevant to each audience • Excellent facilitation, interpersonal, and stakeholder-management skills with the ability to engage an audience.

🏖️ Benefits

• Health Insurance • Company activities and team offsites • Training and development plan

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