Job Title: Senior Pre-Sales Consultant – Insurance BPS
Band: Senior Manager
Location: Anywhere In India
Job Type: Full Time/Work from Office
Function: Pre-Sales, RFP Response and Solution Support
Mandatory Requirement: Prior experience or strong domain exposure in Insurance is mandatory. Property & Casualty experience is preferred; Life, Annuities, Retirement or Pensions exposure is desirable.
Role Overview
We are looking for an entry-level Pre-Sales Consultant at Senior Manager band to support Insurance BPS pursuits across RFP responses, solution documentation, RLS creation, proposal coordination and stakeholder follow-up. The role will work closely with senior solution leaders and cross-functional teams to produce high-quality, timely and consistent pursuit deliverables. Insurance domain experience or meaningful Insurance process exposure is mandatory for this role.
Key Responsibilities:
- Support the preparation of RFP, RFI and due diligence responses by collating inputs, drafting content, maintaining response trackers and ensuring timely completion of assigned sections.
- Create and maintain RLS / Role Labour Schedule inputs, resource assumptions and workforce requirement templates in coordination with solution, delivery and finance stakeholders.
- Assist in solution documentation including operating model narratives, process scope, location strategy, transition approach, governance model, assumptions, dependencies and risks.
- Coordinate with Finance and pricing teams to gather cost inputs, FTE assumptions, productivity levers, pyramid mix inputs and commercial dependencies required for proposal completion.
- Work with SMU, Technology, SRM, BITS, Quality, Risk, Security, Compliance and Transformation Office teams to collect validated inputs and ensure proposal responses are complete and aligned.
- Maintain bid calendars, action trackers, version control, submission checklists, open items logs and stakeholder follow-up notes for active pursuits.
- Support the creation of client presentation materials, solution summaries, case study inputs, transformation intervention lists and executive proposal sections.
- Research Insurance industry processes, client pain points, solution benchmarks and Wipro capability content to strengthen response quality and relevance.
- Ensure standard templates, reusable content, credentials, assumptions and compliance responses are kept up to date for future pursuits.
- Participate in internal review meetings, capture actions, follow through on pending items and support leadership with concise status updates.
Required Qualifications and Experience
- Bachelor’s degree is required. MBA, Insurance, Finance, Operations or Business-related qualification is preferred.
- 5+ years of experience in Insurance operations, BPS/BPO, consulting support, proposal support, bid management, solution support, business analysis or pre-sales support.
- Mandatory: Insurance domain exposure through operations, process knowledge, consulting, pre-sales, proposal support, transition support or business analysis. Candidates without Insurance exposure should not be shortlisted.
- Exposure to Property & Casualty Insurance is preferred. Life Insurance, Annuities, Retirement, Pensions, Claims, Policy Administration, Underwriting Support or Customer Service exposure will be an added advantage.
- Basic understanding of RFP response structure, proposal lifecycle, solution components, operating model build-up, staffing assumptions and transition dependencies.
- Ability to work with data, templates, Excel trackers, PowerPoint content and Word-based proposal documents with high attention to detail.
Functional Skills
- Strong written communication skills with ability to draft clear, professional and client-ready responses.
- Good coordination and follow-up discipline across multiple stakeholders and workstreams.
- Working knowledge of Microsoft PowerPoint, Word and Excel for proposal development, trackers, RLS inputs and management reporting.
- Ability to summarize inputs, identify gaps, raise risks early and maintain organized documentation during tight timelines.
- Understanding of business process outsourcing concepts such as FTE modelling, productivity, transition, governance, quality, compliance and service delivery metrics.
- Comfort working in a global environment with cross-functional teams across sales, solutioning, delivery, finance, technology and transformation.
Behavioral Expectations
- High ownership mindset, responsiveness and willingness to learn in a fast-paced bid environment.
- Strong attention to detail, document hygiene and version-control discipline.
- Ability to manage multiple tasks, follow instructions accurately and meet internal deadlines.
- Professional communication style with the confidence to follow up with senior stakeholders for inputs and clarifications.
- Collaborative approach with the ability to work effectively as part of a pursuit team.
- Curiosity to build Insurance domain depth and develop into a stronger pre-sales and solutioning professional over time.
Key Success Measures
- Timely completion of assigned RFP/RFI response sections and pursuit support activities.
- Accuracy and completeness of RLS inputs, trackers, assumptions and documentation.
- Quality of coordination across Finance, SMU, Technology, SRM, BITS, Quality, Risk, Compliance and Transformation teams.
- Improved proposal consistency through reuse of standard content, templates, credentials and solution assets.
- Positive feedback from solution leaders and stakeholders on responsiveness, ownership and document quality.
- Demonstrated growth in Insurance domain knowledge and pre-sales capability.