Insurance Agency AI Strategy Consultant With Overlay
Catalyit Careers

AI Strategy & Outcomes Consultant

Job Type: Full-Time
Location: Remote (U.S.), with approximately 25% travel for client engagements, conferences, team meetings, and industry events
Reports to: Chief Executive Officer
Application Deadline: Ongoing

The independent insurance industry doesn’t need another AI evangelist telling agencies what’s possible.

It needs someone who can help them make it work.

Catalyit is looking for someone who can walk into an agency, understand the business, find the friction, and determine where AI can create measurable value.

Then help execute.

Build the strategy. Coach the people. Implement the solution. Put the right guardrails in place. Measure the outcome. Learn from what works and what doesn’t.

This is AI consulting for outcomes.

Who We're Looking For

A strategist, operator, teacher, coach, and communicator who understands independent insurance and knows how to make AI work inside an agency.

Insurance industry experience is required.

You share Catalyit’s commitment to exceptional service. You tell clients what they need to hear, make complicated things simple, and care more about outcomes than hype.

What Makes You Great

  • Outcome obsessed. You start with the business problem and define success before recommending technology. You understand productivity, capacity, customer experience, profitability, and ROI.

  • No BS. You don’t chase shiny objects. You’re comfortable saying, “AI isn’t the answer here.”

  • Exceptional service. You’re responsive, prepared, accountable, curious, and deeply invested in the client’s success.

  • A trusted coach and teacher. You make AI understandable and stay with clients through the work. You help them test, learn, adjust, and scale.

  • An operator. You can map workflows, find friction, redesign processes, and move an initiative from idea → pilot → implementation → adoption → measurement.

  • An AI governance leader. You understand privacy, security, human oversight, vendor risk, responsible use, and regulatory considerations. You turn governance into practical guardrails people will actually follow.

  • Technically fluent. You understand AI tools, LLMs, agents, automation, integrations, and data. You don’t have to be an engineer, but your AI experience can’t live entirely in PowerPoint.

  • Commercially minded. You can lead discovery, uncover opportunities, scope engagements, communicate value, and help grow the practice.

  • Executive presence. You can challenge an agency owner, teach their team, lead a workshop, and command a conference stage.

  • A creator. You turn what you learn in the field into content, frameworks, playbooks, webinars, and thought leadership.

  • An owner. You see the opportunity, say “I’ve got it,” and own the result.

Requirements

  • Experience in the independent insurance industry
  • Deep understanding of agency operations, workflows, and technology
  • Hands-on experience applying AI to real business problems
  • Experience leading consulting engagements from discovery through implementation
  • Strong facilitation, presentation, teaching, and writing skills
  • Willingness to travel approximately 25%

Compensation & Benefits

Competitive salary and performance-based bonus, health, dental, and vision insurance, paid time off and company holidays, flexible remote work, and professional development and conference attendance.

Hiring Process

Qualified candidates can expect an initial conversation within one week of applying, followed by meetings with Catalyit leadership and key team members.

Apply Today

Submit your application using the form below. Please include:

  • Your resume
  • A brief summary of your experience working with independent insurance agencies
  • An example of a technology, operational, or consulting challenge you helped an agency solve

Questions? Contact Jason Furst.

Catalyit is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Submit Your Application