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Patra Corporation · 2 weeks ago

Insurance Solution Architect

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Insurance Solution Architect plays a vital role in the sales process by designing and architecting solutions that address complex business challenges faced by specialty market clients, ensuring high client satisfaction and long-term partnership success.

Insurance

Responsibilities

Own the end-to-end solution design process

Lead technical discovery, navigating the nuances of insurance Carrier, MGA, and Wholesale business models or Employee Benefits to map complex client need to Patra’s service frameworks

Create clear, compelling proposals

Serve as the central integration point for solution design

Lead cross-functional validation to ensure every solution is optimized for impact and profitability, confirming that feasibility, scope, and cost align before handoff

Participate in post-sale activation of deals to ensure solutions remain economically beneficial

Clearly communicate the solution design, client expectations, and defined scope

Monitor the sales pipeline to prioritize solutioning efforts, drive key deals, and accurately forecast resource needs

Develop and maintain a library of reusable solution blueprints and pre-sales assets to improve sales velocity and consistency

Provide expert technical input and structured content for complex RFP/RFI responses

Channel key feedback to internal teams, acting as the ‘Voice of the Specialty Market’ to help shape future service strategy and differentiation

Qualification

Solution ArchitectureDeep Specialty Market DNACommercial AcumenService ExpertiseIndustry BackgroundRelevant industry certificationsCommunicationCollaboration

Required

Deep Specialty Market DNA: You understand the language, business processes, pain points, and technologies of the specialty market because you have lived them

Solution Architecture: A track record of designing complex solutions within a B2B professional services or financial services environment

Commercial Acumen: Experience writing and reviewing RFPs/RFIs, managing scope, and understanding the financial (cost/profit) implications of a solution

Service Expertise: Knowledge of Patra's service suite (or similar BPO/BPM/Insurtech services) and the technical requirements to engage with them

Industry Background: Direct, hands-on experience in insurance, Insurtech, or business process management prior to moving into pre-sales

Communication: Strong presentation skills, with the ability to build trust and explain complex concepts to diverse audiences, from insurance experts to C-level executives

Collaboration: A cross-functional mindset that balances sales goals with delivery realities