Forward Deployed Broker

The role

You will work directly with enterprise customers to deploy AI in production and transform their operations. This hybrid role involves sales, consulting, and product work to build pipelines, redesign workflows, and expand accounts.

What you will do

• Embed with enterprise brokerages to understand workflows across sales, servicing, and operations
• Design and deploy AI workflows using Cara
• Act as a trusted advisor to leadership on how to leverage AI across the organization
• Own the full customer lifecycle from initial deal through onboarding and scaled adoption
• Drive expansion and revenue growth within accounts by identifying high-impact use cases
• Translate real-world workflows into product insights
• Prototype quickly, iterate with customers, and deploy solutions in days
• Help define and scale best practices across Cara's customer base

Required qualifications

• 3+ years of experience in insurance brokerage (producer, account executive, operations, or consulting)
• Strong relationships or familiarity with mid-market / enterprise brokerages
• Enjoy selling, expanding accounts, and closing deals
• Deep curiosity about AI and how it transforms workflows
• Ability to communicate effectively with both operators and executives
• Builder mindset

About the company

Cara is a domain-specific AI platform purpose-built for insurance. It is a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations.