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Insurance Solutions Specialist Jobs (NOW HIRING)

Canopy

Solutions Specialist

Draper, UT · On-site

Solutions Specialist Canopy, Draper, UT About Us Canopy is a fast-growing SaaS company in Draper ... D insurance and long & short-term disability coverage. Nectar - our peer-to-peer recognition ...

New

Paul Brown Motors Group

Solutions Specialist

Olean, NY · On-site

$2.8K - $7.8K/mo

Solutions Specialist Do you want to work at a car dealership? No! Of course NOT. That sounds awful ... Health insurance * Health savings account * Life insurance * Paid time off * Referral program

Paul Brown Motors Group

Solutions Specialist

Olean, NY · On-site

$2.8K - $7.8K/mo

Solutions Specialist Do you want to work at a car dealership? No! Of course NOT. That sounds awful ... Health insurance * Health savings account * Life insurance * Paid time off * Referral program

HRG

Capital Solutions Specialist III

Harrisburg, PA · On-site +1

Capital Solutions Specialist III At HRG , we pride ourselves on being an employee-owned, nationally ... life insurance for you and your dependents, general paid time off, paid parental leave, pet ...

ISAT Total Support

AI Solutions Specialist

La Mirada, CA · On-site

$32 - $40/hr

Medical, Dental & Vision Coverage * 401 K Program * $100K Life Insurance * Accelerated Growth ... First, the AI Solutions Specialist acts as the technical resource for AI automation and workflow ...

ISAT Total Support

AI Solutions Specialist

La Mirada, CA · On-site

$32 - $40/hr

Medical, Dental & Vision Coverage * 401 K Program * $100K Life Insurance * Accelerated Growth ... First, the AI Solutions Specialist acts as the technical resource for AI automation and workflow ...

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All JobsInsurance Solutions Specialist Jobs

Insurance Solutions Specialist information

See salary details

$27K

$57.4K

$97.5K

How much do insurance solutions specialist jobs pay per year?

As of Aug 13, 2026, the average yearly pay for insurance solutions specialist in the United States is $57,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $74,000.00 per year, depending on experience, location, and employer.

What does an Insurance Solutions Specialist do?

An Insurance Solutions Specialist helps clients identify their insurance needs and recommends suitable insurance products or coverage options. They assess client risk profiles, explain policy details, and ensure that individuals or businesses are adequately protected. Additionally, they may assist with claims, policy renewals, and staying updated on industry trends to provide the best solutions. Their expertise helps clients navigate complex insurance options and make informed decisions.

What are the key skills and qualifications needed to thrive as an Insurance Solutions Specialist?

To thrive as an Insurance Solutions Specialist, you need a strong understanding of insurance products, risk assessment, and customer needs analysis, typically supported by a relevant degree and state insurance licensing. Familiarity with CRM systems, underwriting software, and insurance quoting platforms is commonly required. Excellent interpersonal skills, problem-solving abilities, and effective communication help build trust and tailor solutions for clients. These skills ensure clients receive suitable coverage and foster lasting relationships, driving business growth and customer satisfaction.

How much do insurance solutions specialists make in the US?

Insurance Solutions Specialists in the US typically earn an average salary ranging from $50,000 to $75,000 per year, depending on experience, location, and employer. Many roles also include commissions or bonuses based on sales performance, and strong communication skills are often essential for success in this field.

What are some common challenges faced by Insurance Solutions Specialists when working with clients, and how are they typically addressed?

Insurance Solutions Specialists often encounter the challenge of explaining complex policy terms and coverage options to clients who may not be familiar with industry jargon. To address this, specialists use clear communication, visual aids, and real-life examples to make information more accessible. Another challenge is tailoring solutions to meet unique client needs within regulatory and company guidelines, which requires strong analytical skills and up-to-date product knowledge. Collaboration with underwriters, claims adjusters, and other specialists is also essential to ensure clients receive comprehensive and accurate solutions.

What is the difference between Insurance Solutions Specialist vs Insurance Agent?

AspectInsurance Solutions SpecialistInsurance Agent
CertificationsTypically requires licenses for specific insurance types, such as health or property & casualtyRequires state licensing for selling insurance policies
Work EnvironmentOften works in corporate or brokerage settings, providing tailored solutionsWorks directly with clients to sell and renew policies
Primary FocusDesigning and recommending insurance solutions based on client needsSelling insurance policies and maintaining client relationships
Employer & Industry UsageUsed by insurance companies, brokerages, and agenciesUsed by insurance agencies, independent agents, and brokerages

The Insurance Solutions Specialist focuses on creating customized insurance plans and providing expert advice, often within corporate environments. In contrast, an Insurance Agent primarily sells policies directly to clients and maintains ongoing relationships. Both roles require licensing, but their core responsibilities and work settings differ.

More about Insurance Solutions Specialist jobs

What job categories do people searching Insurance Solutions Specialist jobs look for?

The top searched job categories for Insurance Solutions Specialist jobs are:

Insurance Solutions Specialist jobs near you
Infographic showing various Insurance Solutions Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,372 per year, or $27.6 per hour.

Solutions Specialist

Canopy

Draper, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Hilton Grand Vacations rating

6.8

Company rating: 6.8 out of 10

Based on 150 frontline employees who took The Breakroom Quiz

8th of 21 rated holiday rentals

Job description

Solutions Specialist
Canopy, Draper, UT
About Us
Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.
Our goal is to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
Click here to see why our clients love Canopy.
Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!
The Opportunity
As a Solutions Specialist, you will be a dedicated resource for our customers to assist in building out custom reports using our Insights tool, powered by Thoughtspot, in their Canopy system. You will collaborate with clients and product specialists to get all the information necessary to build out a successful Insights report. You will also collaborate with our Product teams to provide feedback on how to make Canopy Insights even better.
Hybrid MWF in South Jordan, UT
What You'll Do:
  • Partner with Canopy customers to design, build, and maintain custom reports
  • Communicate with customers to gather necessary information for Insights reporting and guide them on Insights functionality
  • Analyze data sets and provide recommendations for structuring reports and dashboards
  • Provide regular updates to customers on the status of their configuration.
  • Work closely with the Implementation and Customer Success teams to ensure successful delivery of configuration projects
  • Create and update documentation related to Insights
  • Collaborate with internal teams (Product, Implementation, Customer Success) to ensure high-quality solutions and advocate for feature enhancements
  • Stay updated with the latest Canopy product updates.
  • Develop rapport with customers to understand their business needs and provide guidance.
  • Ensure accuracy, quality, and timeliness in deliverables to customers.

The skills you'll need:
  • 1-3 years of experience in data analytics or reporting, BI tool configuration, or client facing implementation
  • Strong analytical and problem-solving skills with the ability to translate business needs into data requirements
  • Familiarity with SaaS platforms
  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management skills.
  • Strong written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Understanding of workflow and work-in-progress (WIP) concepts.
  • Ability to handle sensitive information with confidentiality.
  • Problem-solving skills and a proactive approach to tasks.
  • Project management. Organizational skills, creativity, curiosity, and a solution-oriented focus are a must.

Preferred Skills:
  • Familiarity with API configuration, payload formats and architecture
  • Experience with ThoughtSpot or other modern search-based BI platforms
  • Familiarity with SQL for querying or validating data
  • Exposure to accounting workflows or financial reporting use cases

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Why You Want to Work Here:
Flexible Paid Time Off - that you're actually encouraged to use plus 10 company holidays!
♥ Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.
+ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
Company Events - including monthly company-wide meetings, summer parties, and more.
ERG Committees - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.
Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.
Our Values:
We approach our work every day with a few things in mind:
Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.
Win - we win by delighting our customers with the very best products and services.
Do Good - we work hard to be good people!
Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.
To learn more about us & our values, click here.
Interviewing @ Canopy:
We know application processes can be a little stressful. Here's are the stages of a typical interview process:
  • Once your application is received, we will review it and get back to you if we feel like it's a mutual fit!
  • 20 minute phone call with the People Team
  • 45-60 minute video or in-person interview with the Hiring Manager
  • 1-3 rounds of interviews depending on the role
  • Final Interview

Interview processes can vary depending on the role. The People Team will give you a role specific overview of the process during your first phone call.
Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end!
Canopy is an equal opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.

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