Pre-Sales Consultant – Insurance BPS | C1 Band (Anywhere In India) Grade: Manager Role Type: Individual Contributor

Location:
Anywhere in India Work Timing: 11:30 AM to 9:00 PM IST, aligned to global pursuit support Function: Pre-Sales, RFP Response and Solution Support Mandatory Requirement: Prior experience or strong domain exposure in BPO Insurance business is mandatory. Property & Casualty experience is preferred; Life, Annuities, Retirement or Pensions exposure is desirable. Note: This role is within Wipro's BPO business and is not an IT role. Candidates with experience in Insurance Presales and Solutioning within the BPO/BPM industry will be considered for this opportunity. Role Overview We are looking for an entry-level Pre-Sales Consultant at C1 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.
• 2–5 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.
• Solid 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.

📌 Insurance Presales (India)
🏢 Wipro
📍 India