Consultant II

The insurance industry runs on Vertafore.We equip agencies MGAs and carriers with the core digital systems specialized AI and data-driven foundation to eliminate distribution drag across the insurance lifecycle spanning sales servicing and back-office operations.

Underpinned by unmatched speed and performance power we are the trusted backbone thats taking the insurance industry from friction to flow with Distribution Velocity speed performance and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore we lead at the intersection of innovation and trust giving insurance professionals the confidence to transform and win in theAIera.

Our reach is global with headquarters in Denver Colorado and offices across the U.S. Canada and India.

Job Description

As a Consultant on the Professional Services team you will serve as a trusted advisor partnering with customers to deliver successful software implementations from project kickoff through go-live. You will leverage your expertise in system configuration data conversion training and business process consulting to help customers achieve their business objectives and maximize the value of their investment. Working closely with customers project teams and both internal and external stakeholders you will gather requirements design solutions and ensure alignment between project goals and organizational priorities. As a key member of the MGA Professional Services team you will combine technical knowledge with business acumen to drive project success deliver exceptional customer experiences and serve as the primary resource responsible for the successful implementation of assigned projects.

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

Lead the implementation efforts for complex projects including requirement gathering analysis documentation and execution of business needs functional and non-functional specifications use cases and process flows

Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing training and delivery

Work with the technical implementation team to ensure technical requirements are understood and completed

Work closely with product and engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization

Execute data conversion tasks author project deliverables and provide application configuration consulting throughout the projectlifecycle

Collaborate with project sponsors and stakeholders to ensure a thorough understanding of business objectives and technical solutions aligning them with overarching PS goals

Communicate project deliverables at all levels and make sure items are executed on time to budget with highquality

Participate in project planning scoping calls and estimation activities providing valuable insights and contributing to project scope definition which will include writing statements of work (SOWs)

Understand customer needs and translate them into configurable requirements

Excellent relationship-building skills to effectively collaborate with partners across all levels of the organization to understand their business challenges and opportunities

Proven ability to produce high-quality deliverables including clear and concise business documents reports and presentations

Conduct thorough research and analysis to identify process improvement opportunities and provide recommendations for optimizing project delivery

Collaborate with cross-functional teams including development and QA as well as other project/program managers to ensure successful implementation of projects

Proactively identify and address project issues risks and dependencies to mitigate potential challenges and ensure project success

Detail-oriented mindset with the ability to manage multiple priorities and meet project deadlines

Facilitate effective communication and knowledge sharing among project team members and stakeholders

Mentor and guide other consultants providing support feedback and sharing best practices to enhance their skills and performance

Stay up to date with industry trends best practices and emerging technologies related to business analysis and software development

Adaptability and flexibility to thrive in a dynamic and fast-paced software development environment

Knowledge Skills and Abilities:

MS Office Applications

Working knowledge of backend development systems

Strong knowledge of Agile development methodologies

Exceptional communication (verbal and written) and interpersonal skills with the ability to build relationships with technical and non-technical stakeholders both internally and externally facing

Proven ability to effectively engage and influence at all levels and ability to effectively handle crucial conversations and manage conflict resolution

Expertise in requirement gathering techniques documentation standards and software implementations

Strong analytical and problem-solving abilities with a detail-oriented mindset

Ability to effectively prioritize workload and tasks to meet deadlines

Excellent presentation and communications skills both written and verbal

Outstanding time management skills

Ability to effectively solve problems react to situations decisively and effectively

Flexibleeasily adaptable to change creative and innovate

Qualifications:

BA/BS degree or equivalent practical experience

5 years of experience working as a Consultant in the MGA insurance industry

5 years of experience in a Professional Services organization

Strong knowledge of insurance business practices and structure

Broad knowledge of policy administration systems raters and other insurance business applications

Experience managing or working with enterprise customers

Strong knowledge of insurance accounting practices preferred

Knowledge of insurance industry-specific standards and regulations preferred

Experience in facilitating workshops and conducting user interviews preferred

Familiarity with project management methodologies and frameworks (e.g. PMBOK) preferred

Additional Requirements and Details:

THE VERTAFORE STORY

Over the past 50 years Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today were proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster reduce costs and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure cloud-based mobile products that provide superior reporting and analytics delivering actionable insight right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.

The Vertafore Way

Insurance is about relationships and technology should make those relationships stronger. Thats why at Vertafore its our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers becoming better every day and delivering results you can see we provide the level oftrustandsecuritythat insurance is all about.

Bias to Action: Were united by an innate drive to take action and make a difference in the technology and insurance spaces.

Win Together: We work together as one team showing empathy and respect along the way.

Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.

Say It Do It: We honor every one of our commitments because integrity is important to us.

Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.

We Love Insurance: We appreciate the impact insurance has on the world.

Is this role not an exact fit for you Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities duties skill or working addition this document does not create an employment contract implied or otherwise other than an at will relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race color religion sex gender identity pregnancy national origin ancestry citizenship age marital status physical disability mental disability medical condition sexual orientation genetic information or any other characteristic protected by state or federal law.

We do not accept resumes from agencies headhunters or other suppliers who have not signed a formal agreement with us.