Associate Director Workflow Specialist

Our client is a global credit ratings and risk analytics firm.
We unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Our client is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it.

We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies
7+ years of experience in insurance, insurance technology, data and analytics, solution consulting, underwriting, or business-to-business sales, with a focus on property and casualty insurance
Preferred working knowledge of Casualty and Financial Lines workflows, including risk selection, underwriting, pricing, portfolio management, exposure assessment, claims analysis, and risk monitoring
Preferred understanding of key Casualty and Financial Lines segments, such as general liability, professional liability, directors and officers liability, errors and omissions, cyber, and other specialty lines
Preferred experience working with insurers, reinsurers, brokers, MGAs, MGUs, or other participants across the insurance value chain
Proven ability to translate complex data, analytics, models, and software capabilities into clear business value for underwriting, actuarial, portfolio management, claims, and executive stakeholders
Ability to conduct effective client discovery and deliver detailed, workflow-based product demonstrations to technical and non-technical audiences
Demonstrated experience applying consultative selling methodologies to identify client challenges, map existing workflows, and position tailored solutions
Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for how AI-enabled capabilities can support underwriting workflows, improve decision-making and efficiency, and promote responsible AI practices
Education
Undergraduate or first-level degree, such as a Bachelor's degree, preferred, with coursework in business, insurance, risk management, actuarial science, economics, finance, data analytics, or a related field
Relevant insurance or professional qualifications are beneficial but not required
Responsibilities
This role partners closely with sales colleagues and cross-functional stakeholders to support the end-to-end sales process for our Casualty and Financial Lines data, analytics, models, and software solutions. The Workflow Specialist will bring insurance market and workflow expertise to client engagements, helping customers understand how our client capabilities can address their underwriting, pricing, portfolio management, and risk assessment needs.

Key responsibilities include:

Serve as the Casualty and Financial Lines workflow subject matter expert throughout the sales lifecycle, from initial discovery and qualification through solution design, demonstration, proposal development, and deal closure
Lead detailed client discovery sessions to understand existing underwriting processes, data requirements, technology environments, business priorities, and operational…