Principal Solutions Architect

Role Description

ReSource Pro is seeking a Principal Solutions Architect to uncover, interpret, and translate complex client needs into highly configured solutions across our full business ecosystem - spanning Business Process Management, Technology, Consulting, Analytics, and AI/Agentic Operations. This role sits at the center of how ReSource Pro designs and prices its most important deals, working across carrier, MGA, and broker segments. Solution Architects are deployed from a shared pool by deal complexity rather than vertical alignment - going where the work is hardest.

In This Role, You Will…

• Lead solution design conversations directly with clients and prospects, owning the solution narrative in sales meetings.
• Blueprint detailed solutions encompassing data, analytics, automation, agentic workflows, and process transformation across BPM, Consulting, Audit, Compliance, Tech Services, and AI/Agentic capabilities.
• Conduct detailed needs assessments and lead consultative client discussions across carrier, MGA, and broker segments.
• Collaborate with OpEx and Finance to model and price deals, directly owning the solution assumptions that feed the pricing model.
• Participate in the pricing approval gate before terms are issued to flag over-commitment or margin risk early.
• Work directly with the AI Factory and AI Strategists to translate emerging AI capabilities into deployable, client-ready solution designs.
• Document repeatable solution patterns and contribute to packaged offering development for each practice vertical.
• Train Commercial Leaders and Client Executives on solution design fundamentals and new offering capabilities.
• Participate in New Business Meetings to provide early-stage solution input before deals are formally shaped.
• Standardize and streamline assessment and proposal workflows across the GTM team.

Qualifications

• Bachelor’s degree required; any field.
• 10+ years in solution design, pre-sales consulting, or operations advisory in insurance or BPO.
• Demonstrated experience designing multi-tower solutions in an insurance context (carrier, MGA, or broker).
• Familiarity with AI, automation, and agentic workflow concepts in insurance operations.
• Prior experience supporting RFP/RFI responses and proposal development.
• Deep P&C insurance operations knowledge across carriers, MGAs, and brokers.
• Insurance designations (CIC, CPCU, AINS) preferred; technical or consulting certifications a plus.
• Willingness and ability to travel approximately 50% domestically for client-site work.

Benefits

• 100% paid employee health insurance available on Day 1.
• Eligible for all medical, dental, and vision benefits on Day 1.
• Remote positions are Internet stipend-eligible.
• 401k with employer match, vested on Day 1.
• HSA/FSA available.
• Long Term and short-term disability employer-provided.
• Generous PTO plan with paid holidays + floating holidays.
• Development and growth opportunities.
• Comprehensive wellness program and prioritization of employee health.

Interview Process

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:

• Behavioral interview with Talent Acquisition.
• Online talent assessment.
• Hiring Manager interview.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.