Forward Deployed Broker
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
- Posted
Original job description
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Forward Deployed Broker
Sit inside brokerages, redesign how the work gets done, and put AI agents into production.
Apply now
About The Role
Insurance-specific AI built for brokerages. A full team of AI agents handles customer service, underwriting, and quoting within a single connected system. We're building the infrastructure to run an insurance business at full capacity: more policies serviced, more quotes out the door, better margins on both.
We're hiring a Forward Deployed Broker to own sales, teaching, and implementation: bringing brokerages on, training their teams, and making the shift to working alongside AI feel easy instead of threatening. You'll work directly with the founders.
What you’ll be doing
Forward Deployed Broker
Sit inside brokerages, redesign how the work gets done, and put AI agents into production.
Apply now
About The Role
Insurance-specific AI built for brokerages. A full team of AI agents handles customer service, underwriting, and quoting within a single connected system. We're building the infrastructure to run an insurance business at full capacity: more policies serviced, more quotes out the door, better margins on both.
We're hiring a Forward Deployed Broker to own sales, teaching, and implementation: bringing brokerages on, training their teams, and making the shift to working alongside AI feel easy instead of threatening. You'll work directly with the founders.
What you’ll be doing
- Own sales end to end: build your own pipeline into mid-market and enterprise brokerages, run the deal, and close it.
- Implement what you sell. Embed with each customer, map how they actually work, and deploy the agent workflows yourself.
- Teach. Train producers, CSRs, and leadership one on one until the team can run without you in the room.
- Become the person the industry calls about deploying AI in insurance. That means knowing what works, what fails, and why, better than anyone else in the market.
- Represent us at conferences and industry events, and turn those rooms into pipeline.
- Expand accounts by finding the next high-value workflow once the first one lands.
- Turn what you learn on the ground into product decisions with our engineering team.
- Real experience inside insurance brokerage as a producer, account executive, operator, or consultant to brokerages. We care about what you've done, not how long you've been doing it.
- You know how a brokerage actually runs: the management system, the carrier relationships, and the daily grind of servicing.
- You like selling and you like closing. Neither one makes you uncomfortable.
- You can hold a room with executives and also sit beside a CSR for an afternoon.
- Builder mindset. You'd rather configure the thing yourself than write a recommendation about it.
- Genuinely curious about AI, patient enough to test where it holds up, and enough of a hustler to figure the rest out on your own.
- Competitive base salary with commission on what you land and grow. Equity included in total comp.
- Direct ownership of the customer relationships that define the company.
- Work alongside operators, builders, and founders who care about the craft.
- Health and dental benefits.
- Wellness benefits.
- Dinner covered if you're in the office past 7:30pm.
- Expenses covered for conferences, tools, and anything you need to do your job well.
More about this job
Responsibilities
Build and close sales with mid-market and enterprise brokerages, then implement AI agent workflows by embedding with customers, mapping their operations, and training their teams. Grow customer accounts, represent the company at industry events, and share field insights with engineering to inform product decisions.
Requirements
Candidates need hands-on experience as a producer, account executive, operator, or consultant within insurance brokerages, along with knowledge of brokerage operations, management systems, and carrier relationships. They should be comfortable selling and closing, training people at different levels, configuring solutions themselves, and testing AI workflows.
Skills
- Sales
- Deal Closing
- Pipeline Development
- Customer Implementation
- Workflow Mapping
- AI Agent Deployment
- Team Training
- Executive Communication
- Account Expansion
- Product Feedback
- Conference Representation
- Carrier Relationships
- Brokerage Management Systems
- Customer Service
- Quoting
Benefits
- Competitive Base Salary
- Commission
- Equity
- Health Benefits
- Dental Benefits
- Wellness Benefits
- Dinner Coverage for Late Office Hours
- Conference and Work-Related Expense Coverage
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Technology
- Customer Service & Support
- Consulting
- Management & Leadership
Keywords
- Insurance
- Insurance Brokerage
- Artificial Intelligence
- AI Agents
- Customer Service
- Underwriting
- Quoting
- Brokerage Operations
- Management Systems
- Carrier Relationships
- Sales
- Pipeline Development
- Mid-Market Sales
- Enterprise Sales
- Implementation
- Workflow Deployment
- Team Training
- Account Expansion
- Product Feedback
- Conferences
- Producers
- Customer Service Representatives
- Engineering
- Insurance Policies
- Margins