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Moody's is seeking an Associate Director Workflow Specialist to support the sales of Casualty and Financial Lines data, analytics, models, and software solutions to insurance clients. This role bridges insurance market expertise with consultative sales, partnering with sales colleagues and cross-functional teams throughout the end-to-end sales process.
Key Responsibilities:
- Serve as the Casualty and Financial Lines workflow subject matter expert from initial discovery through deal closure
- Lead detailed client discovery sessions to understand underwriting processes, data requirements, technology environments, and operational challenges
- Assess client needs and provide tailored strategic guidance and value-based recommendations aligned with underwriting and portfolio objectives
- Design and deliver client-specific demonstrations, presentations, workshops, and proof-of-concept engagements that connect Moody's capabilities to real-world insurance workflows
- Develop trusted relationships with underwriting, actuarial, portfolio management, claims, data science, technology, operations, and executive stakeholders
- Partner with sales colleagues to develop account strategies, qualify opportunities, and advance complex sales engagements
- Collaborate with Product, Strategy, Modelling, Delivery, and Customer Success teams to ensure proposed solutions are credible and aligned with client requirements
- Provide structured feedback on market trends, client requirements, competitive positioning, product gaps, and emerging use cases
- Identify cross-sell and upsell opportunities across Moody's insurance solutions portfolio
The role requires up to 50% travel for face-to-face client engagement, with hybrid working flexibility.
Requirements:
- 7+ years of experience in insurance, insurance technology, data and analytics, solution consulting, underwriting, or B2B sales, with focus on property and casualty insurance
- Preferred: working knowledge of Casualty and Financial Lines workflows (risk selection, underwriting, pricing, portfolio management, exposure assessment, claims analysis, risk monitoring)
- Preferred: understanding of key Casualty and Financial Lines segments (general liability, professional liability, directors and officers liability, errors and omissions, cyber, specialty lines)
- Preferred: experience working with insurers, reinsurers, brokers, MGAs, MGUs, or other insurance value chain participants
- 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 about AI-enabled capabilities for underwriting workflows
- Undergraduate or first-level degree (Bachelor's preferred) with coursework in business, insurance, risk management, actuarial science, economics, finance, data analytics, or related field
- Relevant insurance or professional qualifications beneficial but not required
