Associate Director Sales Representative – Insurance

Overview

As a Casualty & Financial Lines Workflow Specialist, you will drive value across Moody’s insurance data, analytics, models, and software solutions. You will partner with sales and cross-functional teams to understand client underwriting workflows and tailor demonstrations and proposals that connect Moody’s capabilities to real insurance challenges. You will translate complex data and software into clear business outcomes for technical and non-technical stakeholders, influencing multi-stakeholder deals. This role offers meaningful impact in transforming risk workstreams and shaping client adoption of AI-enabled solutions, with opportunities to travel and engage face-to-face. You’ll thrive in

Responsibilities

• Serve as subject matter expert for Casualty and Financial Lines workflow throughout the sales lifecycle
• Lead detailed client discovery sessions to understand underwriting processes, data requirements, technology environments, priorities, and challenges
• Assess client needs and provide tailored guidance, solution positioning, and value-based recommendations aligned with underwriting objectives
• Design and deliver client-specific demonstrations, presentations, workshops, and proof-of-concept engagements
• Develop trusted relationships with underwriting, actuarial, portfolio management, data science, technology, operations, and executive stakeholders
• Partner with sales to develop account strategies, qualify opportunities, identify stakeholder priorities, and advance complex engagements
• Collaborate with Product, Strategy, Modelling, Delivery, and Customer Success teams to ensure proposals 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 opportunities
• Travel up to 50% for face-to-face client engagements; hybrid working flexibility

Key requirements

• 7+ years of experience in B2B sales, solution consulting, pre-sales, or related client-facing roles
• Experience selling insurance-related solutions (underwriting, pricing, portfolio management, exposure assessment, claims analysis, risk monitoring) preferred
• Proven experience selling SaaS, data analytics, modelling, or technology solutions in complex enterprises
• Strong consultative skills to understand client challenges, assess workflows, and recommend aligned solutions
• Ability to translate complex data/analytics/software into clear business value for diverse stakeholders
• Experience conducting client discovery and delivering product demos, workshops, or PoCs
• Strong commercial acumen and ability to navigate complex sales cycles with multiple stakeholders
• Knowledge of insurance, financial services, risk management, or regulated industries is preferred; interest in Casualty and Financial Lines
• Basic understanding of AI concepts and enthusiasm for AI-enabled workflows

• Consultative communication
• Relationship building
• Cross-functional collaboration
• SaaS
• Data analytics
• Modelling

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