Director, Offer Management

Who We AreInsurity’s vision is all about empowerment.  Empowering insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical software.  It’s also about empowering our team members through tools, training, teamwork, and professional development opportunities. To talk the talk, we must walk the walk.  We are the largest cloud-based insurance software provider for the Property & Casualty market. In 2021, we were trusted by 15 of the top 25 P&C carriers – now, in 2024, we are trusted by 22 of the top 25 P&C carriers. That’s proof we walk the walk.  While our product suites are some of the most compelling in the industry, it’s our team members who deliver the exceptional value and unrivaled industry expertise our customers appreciate from us.  Our team tells us over and over; working at Insurity offers you the opportunity to collaborate with and learn from some of the most creative and knowledgeable minds in insurance technology. You’ll feel welcomed even before you start your first day with us through our award-winning onboarding program. Take the first step to joining our team by applying today and we look forward to seeing #UatInsurity.

Insurity's next Director, Offer Management

A Director, Offer Management is a highly valued, complex and rewarding role where you will work with multiple teams within the organization to define all of the commercial terms for every deal that Insurity sells.  The Deal Desk team is responsible for putting together not only deals that are highly profitable and help Insurity meet our aggressive financial growth plans, but also to make sure we have the right delivery mechanism in place for our customers and are moving our products forward.  Your day-to-day tasks will include engaging with sales executives to understand the customer needs, working with Insurity’s professional services and SI Operations teams to determine implementation estimates, facilitating discussion with product management on roadmap items, documenting and approving the terms of the deal and making sure that legal has the info needed to accurately contract the deal.  You will interact at all levels of the organization and need to be proactive in working to be an advocate for the sales team on getting deals over the finish line.  Very strong attention to detail is needed with numbers and consolidating multiple inputs into a clear, concise package that can be consumed by internal and external stakeholders.  If you are an individual that figures out how to make things work instead of all the reasons something won’t work, we want you on our team!

What Our Director, Offer Management Will Do

• Responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals.
• Provide leadership, coaching, and mentorship to team members
• Lead and define new team and organization processes
• Present and roll out new processes across all levels of organization.
• Monitor adherence to new processes and course correct as needed.
• Collaborate with cross-functional team members to scope the services project based on agreed upon parameters engaging additional resources for things outside those parameters.
• Manage assigned estimation requests – including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting, and distributing minutes and action items, scheduling any follow-up sessions, etc.
• Solicit inputs from Professional Services leadership on the financial, scheduling, and resourcing aspects of a proposed estimate.
• Initiate internal and external communication throughout defined pre-sales process via face-to-face meetings, teleconferencing and email.
• Coordinate development of project proposal documents including estimates, SOWs and RFP responses working closely with all stakeholders including Sales, Legal, Product Management & Professional Services.
• Independently support multiple sales teams with special pricing requests and manages large opportunities with all required parties.
• Use business experience to prepare and present alternatives to leadership on pricing scenarios.
• Review financial data as related to various requests for special pricing and identify possible risks associated with service terms, product descriptions, and price concessions.
• Provides sales teams with guidance on pricing, pricing structure and strategy.
• Partner with the sales team to manage the profitability and approval matrix to deliver pricing for each opportunity
• Uses keen business judgment and financial knowledge to defend and debate recommendations.
• Maintains records supporting all business cases.
• Ensures compliance with internal procedures and government regulations.
• Assists order management and finance in resolving implementation issues, billing issues, and technical issues.
• Ensure team productivity is meeting targets and delivering value to the field.
• Act in a leadership role for feedback loop into the company on street pricing, implementation requirements, and customer roadblocks.
• Identify, address, and bring issues to closure.
• Effectively handle team escalations.
• Other duties as assigned

Who We’re Looking For

Someone that demonstrate these skills at an expert level:

• Analytical and critical thinking
• Written and oral English communication
• Time management including work planning, prioritization, and organization
• Ability to handle multiple priorities or tasks
• Self-starter and quick learner
• Detail-oriented
• Active listener
• Ability to collaborate and work autonomously
• Flexible and adaptable
• Capacity to analyze in-flight project impacts while scoping new project requests
• Status read-outs (Sales, Legal, EPMO & Exec)
• Project Estimation including Scope, Financials, Risks & Assumptions
• Understanding of Project Management methodology

Expert knowledge of:

• CPQ systems
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• Microsoft Project
• Visio/or another diagramming tool

8+ years’ experience

What’s In It For U 

• Flex First Workforce: Do your work best from home or from one of our office locations; it’s your choice.
• Generous Time Off: Our leadership believes in taking the time you need when you need it through our Open PTO Policy.
• Day One Health Benefits + Employer-Matched Retirement Savings: You might think these are table stakes, but we know these matter to you.
• More Than Just Core Values: Our values are fundamental in how we attract, train, and retain top talent.
• Award-Winning Onboarding Program: We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year.
• Real Career Growth Opportunities: We love to promote from within with over 20% of our open roles filled through internal applicants on average.
• Mentorship Program: We support a champion culture and growth mindset by pairing you with experienced, talented leaders to help you grow personally and professionally.
• Internal Networking: Build relationships, network, collaborate, and stay connected with colleagues internally with our one-of-a kind online Coffee for Two program.
• Continuous Learning Opportunities: Own your development with your own LinkedIn Learning and Kaplan licenses.
• Discounted University Tuition: Employees and their families can start or continue their university career with less out-of-pocket investment through our partnerships with the University of Arizona Global Campus.
• Employee Referral Bonus: Once you come onboard, give Insurity the biggest compliment you can give by referring someone to work here and earn a cash bonus.

We have five Core Values at Insurity; one of which is to Act with Integrity.  Providing pay transparency helps you make the best decision for you.  We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps.  Along with the benefits listed above, the salary range for this role is $120,000.00 to $215,00.00, commensurate with experience. Insurity is proud to be an Equal Opportunity EmployerWe are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization.  We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.  Please contact us to request accommodation. Thank you for your interest in Insurity!  Please understand that due to the volume of applicants we receive, only selected candidates will be contacted. #LI-Remote Apply