Field Customer Consultant

Job Description

Job Description

$140,000 - $160,000 + CX Bonus

$140,000 - $160,000 + CX Bonus

#LI-Remote

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 that’s 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 the AI era. 

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

JOB DESCRIPTION 

Consulting is an integral part of supporting our customer’s success. We understand the initiatives of the customer and consult to achieve the highest utilization of our solutions. We are best known for our diligent preparation and our ability to dig into customer’s issues. It is all about the customer getting the most value from their investment in Vertafore solutions. We do this by working on a team that will exceed our customer’s expectations with industry and product knowledge. The team works with new and existing customers and supports the Inside, Field, and Enterprise customers in the agency, MGA and Carrier insurance industry.

The Field Customer Consultant is comfortable being customer facing. They partner with our sales and professional services team to work with the largest agencies across the country. The ideal candidate brings deep Vertafore product knowledge and is an industry expert that exhibits excellent consulting skills with all levels of an organization. They understand how to recognize opportunities for improvement, communicate optimization efforts and execute on the plan. 

Core Requirements and Responsibilities:

Product & Industry Expertise

• A Customer Consultant is responsible for deep product knowledge across Vertafore’s agency suite of solutions with strong emphasis on management systems. 

• Support a culture of learning by staying current with new product releases. 

• Be a student and thought leader of the industry.

• Be a self-starter when learning technology and its value to our customers. 

 

Consulting Skills & Executive Presence

• Ability to drive performance assessments and recommend areas of improvement for our customers. 

• Consult in all professional settings from executive to middle management to end-users.

• Communicate how to get value from the solution that supports customer priorities and measure success.

• Ability to present and relate cross-departmentally from Agency Operations, Commercial Lines, Personal Lines, Accounting & Finance, Employee Benefits and more. 

• Ability to both demonstrate product capability for sales opportunity as well as for adoption and utilization of products.

• Other duties as assigned 

 

Team Player & Collaborator

• The Customer Consulting model is a team approach. Team culture is a top priority.

• Work with multiple stakeholders to develop an assessment of business practices, product utilization and configuration of Vertafore solutions. 

• Has an ambitious attitude and loves to get their hands dirty to drive value for the customer.

• Ensure proper handoff to post sales activity to ensure a successful implementation.

 

Cross-Departmental Collaboration

• It is expected that you will work cross-departmentally within Vertafore both leading and participating in special projects and initiatives.

• Partner with Marketing, Product and Professional Services on regular basis.

• Voice and advocate of our customer base with the ability to communicate information gathered from the field.

 

Knowledge, Skills and Abilities:

• Technical skills including Microsoft suite (Excel, Word, PowerPoint)

• Strong knowledge of insurance agency, MGA and carrier operations

• Able to perform in high stress situations.

Qualifications 

• 5+ years of hands on experience with BenefitPoint or a comparable benefit management system, with deep expertise in navigating system functionality and workflows, along with the ability to effectively train, mentor, and guide others in its use.

• 3 + years pre-sales or consulting experience in enterprise software or related field

• Insurance experience required. Operational role desired. 

• Experience with Vertafore products required.

• Bachelor’s Degree preferred or equivalent experience.

 

Additional Requirements and Details:

• Travel required up to 50% of the time. 

• Ability to work remote with a stable internet connection on an as needed basis 

• Located and working from an office location (when required)

• Occasional lifting and/or moving up to 10 pounds.

• Frequent repetitive hand and arm movements required to operate a computer.

• Specific vision abilities required by this job include close vision (working on a computer, etc.). 

• Frequent sitting and/or standing.

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 conditions. In 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.