Consultant I

$60000 - $80000 / year

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.

Are you a passionate Consultant who thrives on engaging with customers, implementing complex software solutions, and applying your knowledge and experience to improve a customer's business? Vertafore is seeking a Consultant for our Professional Services organization to consult and implement Vertafore's product Surefyre. This includes project planning, detailed requirements gathering, system configuration, translating business requirements for technical teams, educating customers, and collaborating on key decisions to drive best practices, product adoption, and solve business challenges. The ideal candidate will be a quick study, results-driven, a self-starter, with a strong understanding of enterprise software, a proven track record as a Consultant who exudes a creative and positive can-do attitude. Your work will be impactful and highly valued by our customers and Vertafore

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:
• Be a subject matter expert with our products, capabilities, common use cases, methodology, and P&C business operations
• Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing and delivery
• Understand customer needs and translate them into configurable requirements
• Non-technical and semi-technical configuration work within a low-code SaaS platform
• Work with the technical implementation team to ensure technical requirements are understood and completed
• Estimate level of effort and required resources of project work
• Develop strong professional relationships with key customer contacts
• Work closely with product & engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization
• Manage multiple consulting engagements concurrently
• Perform operational assessment post-implementation to drive product adoption, improve business operations, refine best practices, identify new consultative opportunities

Knowledge, Skills and Abilities:
• Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
• 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 be creative and innovative
• Ability to effectively solve problems, react to situations decisively and effectively
• Flexible, easily adaptable to change
Skills & Requirements
Qualifications:
• 2+ years of experience working as a Consultant in the P&C insurance industry
• 2+ years of experience in a Professional Services organization
• Strong knowledge of P&C insurance business practices and structure
• Strong knowledge of insurance accounting practices
• Broad knowledge of policy administration systems, raters, and other insurance business applications
• Experience managing or working with enterprise customers
• Technical or non-technical software development or configuration experience

Additional Requirements and Details:
• Travel required up to 10% of the time.
• 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.

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, we're 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. That's why, at Vertafore, it's 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 of trust and security that insurance is all about.
• Bias to Action: We're 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 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.
Qualifications Vertafore is a Flexible First working environment which allows team members to work from home as often as you'd like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.


Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
  • PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

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.


The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

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

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

We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact


Just a note, this contact information is for accommodation requests only.