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.
Why Fulcrum
Rocket-ship growth. We’ve achieved multiple seven figures in ARR in just over a year, serving large enterprise clients including 30% of the top 50 brokers in the country.
Extreme ownership. You’ll work directly with enterprise users and ship end-to-end products that save them hours every week.
Bleeding-edge problems, real impact. Tackle tough AI and product challenges whose wins show up immediately in customer workflows.
In-person collaboration. Join a lean, staff-level team (ex-Affirm, Uber, DoorDash, McKinsey) working side-by-side in San Francisco; we believe the best ideas are fostered in an in-person environment.
Top-of-market rewards. Competitive base salary plus meaningful founding-team equity.
What you’ll do
As our Insurance Solutions Consultant, you will be a linchpin between our sales team, product organization, and customer base — helping to shape how we sell, communicate, and deliver product value:
Sales Support & Pre-Sales Leadership
Partner with Sales to qualify opportunities and shape customer conversations
Lead discovery calls to deeply understand customer needs and insurance workflows
Deliver tailored solution presentations and product demonstrations that articulate how Fulcrum solves real insurance business challenges
Technical & Domain Expertise
Translate customer requirements into executable solution designs
Advise on best-practice insurance configurations and product use cases
Collaborate with Product to drive feedback loops and influence roadmap priorities
Customer Trust & Enablement
Support onboarding handoffs with clear documentation and expert insight
Help customers realize value through strong consultative guidance post-sale
Train and enable internal teams (Sales, Success) on insurance-specific solutions
Who we’re looking for
We’re targeting professionals with meaningful industry experience who can bring credibility and confidence into every customer interaction:
Required
5–7+ years of experience in the insurance industry, ideally in an account management role
Deep understanding of insurance broker workflows, terminology, and operations, with a focus on account management and servicing
Comfortable presenting complex concepts clearly and persuasively
Strong communicator with a consultative mindset
Based in the Bay Area (San Francisco / East Bay / South Bay)
Strong Plus
Career progression from Account Manager → Producer (or similar path), demonstrating both service and sales capability
Experience supporting software sales, demos, or technical presentations
Experience in broker technology training or workflow design
Exposure to SaaS products or digital transformations in the insurance ecosystem
What success looks like
You’ll thrive in this role if you naturally build trust with insurance professionals, translate business needs into product outcomes, and help customers — and your own team — win with clarity and confidence.
Our Team and PhilosophyBuilders at heart. You don't wait for a process to exist—you create it, refine it, and own it.
Bias toward action. You have an internal sense of urgency. You'd much rather get something done today than tomorrow.
Owners, not renters. You treat the company's money and decisions like your own. You hold yourself accountable to outcomes, not just outputs.
Ambitious about the opportunity. You're excited about building the defining AI company in the insurance industry—and you understand that great finance is a competitive advantage.
Competitive salary + meaningful equity.
Full health, dental & vision.
High-ownership, high-trust culture with lightning-fast executors.
Regular team off-sites, dinners, and an office stocked for builders.
Skills Required
- 5–7+ years of experience in the insurance industry, ideally in account management
- Deep understanding of insurance broker workflows, terminology, and account management and servicing operations
- Ability to present complex concepts clearly and persuasively
- Strong communication and consultative mindset
- Based in the Bay Area, including San Francisco, East Bay, or South Bay
- Career progression from Account Manager to Producer or a similar path
- Experience supporting software sales, product demonstrations, or technical presentations
- Experience in broker technology training or workflow design
- Exposure to SaaS products or digital transformations in the insurance ecosystem
What We Do
Fulcrum is building an AI platform for the insurance industry that automates time-consuming brokerage account-management work, including data entry and document chasing. Its software helps insurance brokerages reduce manual drudgery, save thousands of hours and millions of dollars, and let account managers focus on client interactions. The company serves enterprise brokerages and is developing AI-powered software to streamline how the industry operates.
