Consultant I

$60,000 - $80,000 per year Verticalar runs on Vertafore. We equip agencies, MGAs, and carriers with core digital systems, specialized AI and data‑driven foundations to eliminate distribution drag. We are seeking a Consultant for our Professional Services organization to consult and implement Vertafore’s product Surefyre. The role involves 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. Core Requirements And Responsibilities 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 Perform 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 effort and required resources for project work Develop strong professional relationships with key customer contacts Work closely with product & engineering teams to ensure relevant customer feedback is considered in the roadmap and prioritization Manage multiple consulting engagements concurrently Perform operational assessment post‑implementation to drive product adoption, improve business operations, refine best practices, and identify new consultative opportunities Knowledge, Skills and Abilities Strong interpersonal skills; the ability to engage and influence at all levels and handle crucial conversations and conflict resolution Ability to prioritize workload and tasks to meet deadlines Excellent presentation and communication skills, both written and verbal Outstanding time‑management skills Creative and innovative thinking Effective problem‑solving and decisive action in dynamic situations Adaptability to change Qualifications 2+ years of experience as a consultant in the P&C insurance industry 2+ years 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 (close vision) Frequent sitting and/or standing Benefits Medical, vision and dental plans Life, AD&D, and disability coverage 401(k) retirement plan with employer match Health Savings Account and Flexible Spending Accounts options (Health Care, Dental & Vision, Dependent Care, Commuter) Short‑term and long‑term disability Paid maternity, paternity and parental leave Employee and Family Assistance Program (EFAP) Education assistance Additional programs: employee referral, internal recognition, tuition reimbursement, wellness, pet insurance, hospital indemnity, and accident insurance Commuter benefits (Denver) Compensation and Incentives Performance‑based quarterly bonuses for Professional Services and Customer Success teams Annual incentive plan for eligible employees Commission plans are tailored to each sales role; details provided during onboarding The selected candidate must be legally authorized to work in the United States. The above statements describe the general nature and level of work performed by people assigned to this job. They are not exhaustive; the document does not create an employment contract 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 or mental disability, medical condition, sexual orientation, genetic information or any other characteristic protected by law. 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 View email address on click.appcast.io. Just a note, this contact information is for accommodation requests only. #J-18808-Ljbffr Vertafore