Fulcrum
The Insurance Solutions Consultant serves as a key liaison between the sales team, product organization, and customers to shape how Fulcrum sells and delivers product value. This role involves leading discovery calls, delivering tailored solution presentations, and translating customer requirements into executable solution designs. The position requires deep insurance industry expertise to advise on best practices and drive feedback loops with the product team.
Fulcrum builds AI tools for insurance brokers, helping them scale their accounts without adding headcount by automating manual work across the full client lifecycle—covering sales, servicing, proposals, and policy checks. Its platform integrates seamlessly with existing systems like Outlook and AMS, delivering automated, polished outputs while maintaining enterprise-grade, SOC-2 compliant security. Fulcrum is designed to boost broker capacity, speed, and client experience, saving account managers 8+ hours per week.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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