Forward Deployed Broker
- Location
- New York City, NY (Remote) · Hybrid
- Job type
- Full-time
- Level
- Senior
- Experience
- 3+ years
- Listed
- 23 days ago
Skills & highlights for this role
- insurance brokerage operations
- enterprise account management
- workflow analysis
- AI workflow deployment
Also useful
- mid-market brokerage relationships
About the Role
As a Forward Deployed Broker, you will work directly with our enterprise customers to deploy AI in production and transform their operations with Cara. This is a hybrid role across sales, consulting, and product - you’ll build and scale your own pipeline, embed with customers, redesign workflows to drive adoption, and expand accounts over time.
You will help enterprise brokerages rethink how work gets done with AI. You’ll work closely with operators and executives to identify high-impact opportunities and drive measurable outcomes across the organization.
What You’ll Do
- Embed with enterprise brokerages to understand their workflows across sales, servicing, and operations
- Design and deploy AI workflows using Cara
- Act as a trusted advisor to leadership (COO, Head of Ops, Producers) 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, partnering closely with engineering and product teams
- Prototype quickly, iterate with customers, and deploy solutions in days
- Help define and scale best practices across Cara’s customer base
What You Have
- 3+ years of experience in insurance brokerage (producer, account executive, operations, or consulting)
- Strong relationships or familiarity with mid-market / enterprise brokerages
- You 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-you don’t just advise, you implement
About Cara
Cara is a domain-specific AI platform purpose-built for insurance-a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce.
We’re one of the fastest-growing AI companies in the insurance industry, attracting agencies and brokerages of all sizes with an expanding customer base. We’re a team of experts in engineering and insurance from Stripe, Blend, Strategy&, and Travelers, with backing from top-tier VCs, and are scaling our product and team quickly to meet market demand.
From Cara's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Forward Deployed Broker role at Cara, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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Common questions
Where is the Forward Deployed Broker job at Cara located?
Yes, this Forward Deployed Broker opening at Cara is listed as New York City, NY (Remote) (Hybrid). Always check Cara's application page for specific state eligibility or relocation policies.
What qualifications are required for Forward Deployed Broker at Cara?
For the Forward Deployed Broker role, Cara highlights 3+ years of relevant experience; experience with insurance brokerage operations, enterprise account management, workflow analysis, AI workflow deployment. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Forward Deployed Broker position at Cara?
This listing links directly to Cara's Ashby application page. You can apply directly on Cara's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.