
Location
London
Hours
Flexible hybrid working with up to 50% travel to engage with clients face-to-face
About the Role
At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities by fostering an inclusive environment where everyone feels welcome to be themselves—with the freedom to exchange ideas, think innovatively, and listen meaningfully to each other and our customers. As a global leader in ratings and integrated risk assessment, Moody’s is transforming how the world sees risk by advancing AI to move from insight to action—enabling intelligence that understands complexity and responds to it. We decode risk to unlock opportunity, helping clients navigate uncertainty with clarity, speed, and confidence.
As an Associate Director Workflow Specialist within Moody’s Casualty and Financial Lines team, you will partner closely with sales colleagues and cross-functional stakeholders to support the end-to-end sales process for Moody’s data, analytics, models, and software solutions. You will bring deep insurance market and workflow expertise to client engagements, helping customers understand how Moody’s capabilities address underwriting, pricing, portfolio management, and risk assessment needs.
Key responsibilities include serving as the Casualty and Financial Lines workflow subject matter expert throughout the sales lifecycle; leading detailed client discovery sessions; assessing client needs and providing tailored strategic guidance; designing and delivering client-specific demonstrations, presentations, workshops, and proof-of-concept engagements; developing trusted relationships with underwriting, actuarial, portfolio management, claims, data science, technology, operations, and executive stakeholders; partnering with sales colleagues to develop account strategies and advance complex sales engagements; collaborating with Product, Strategy, Modelling, Delivery, and Customer Success teams to ensure solutions are credible and aligned with client requirements; and providing structured feedback on market trends, client requirements, competitive positioning, and emerging use cases.
This role offers a dynamic work environment with a hybrid working model and requires up to 50% travel to meet clients face-to-face.
Experience
- 7+ years of experience in insurance, insurance technology, data and analytics, solution consulting, underwriting, or business-to-business sales, with a focus on property and casualty insurance
- Preferred working knowledge of Casualty and Financial Lines workflows including risk selection, underwriting, pricing, portfolio management, exposure assessment, claims analysis, and risk monitoring
- Preferred understanding of key Casualty and Financial Lines segments such as general liability, professional liability, directors and officers liability, errors and omissions, cyber, and other specialty lines
- Preferred experience working with insurers, reinsurers, brokers, MGAs, MGUs, or other participants across the insurance value chain
- Proven ability to translate complex data, analytics, models, and software capabilities into clear business value for underwriting, actuarial, portfolio management, claims, and executive stakeholders
- Ability to conduct effective client discovery and deliver detailed, workflow-based product demonstrations to technical and non-technical audiences
- Demonstrated experience applying consultative selling methodologies to identify client challenges, map existing workflows, and position tailored solutions
- Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for how AI-enabled capabilities can support underwriting workflows, improve decision-making and efficiency, and promote responsible AI practices
About you
Invests in every relationship, leads with curiosity, champions diverse perspectives, turns inputs into actions, and upholds trust through integrity. You are a collaborative team player with strong commercial and technical expertise, able to connect Moody’s capabilities to practical business challenges and shape tailored solution strategies.
Qualifications
- Undergraduate or first-level degree preferred, such as a Bachelor’s degree, with coursework in business, insurance, risk management, actuarial science, economics, finance, data analytics, or a related field
- Relevant insurance or professional qualifications are beneficial but not required
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