Professional Services Consultant (Insurance)

Job Description Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable; we’re creating a place where amazing career moments are made possible. Position Overview We’re searching for a Senior Services Advisor (Insurance) to join our Account Management team in a remote role. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. What You’ll Do Conduct deep‑draft discovery sessions with agency stakeholders to understand their current workflows and processes. Design end‑to‑end professional services project scopes and develop comprehensive Statements of Work (SOWs) that accurately define project boundaries, deliverables, timelines and the specific level of effort required from our services team. Identify potential “blind spots” during the pre‑sales phase to ensure resource allocation is appropriate and to minimize future scope creep. Present project scope, phases, timelines and cost to executive‑level stakeholders to secure buy‑in and ensure organizational readiness. Partner closely with Sales, Implementation, Data and Solution Services to ensure a seamless handoff and that the vision ‘sold’ is the reality ‘delivered’. When faced with a custom or creative solution, collaborate early with Services to validate customer requests and collaborate regularly with Sales to identify opportunities for additional services for both new and existing customers. Serve as a key team member on assigned M&A Programs to confirm appropriateness of services required for successful data migrations. Provide regular updates to project teams and customers on the project status and adherence to scope and budget. We’re Excited To Learn More About You Your experience may include: 5+ years experience in Professional Services or Consulting, specifically in managing or scoping complex software implementations 5+ years experience in the insurance industry with domain knowledge of insurance agency workflows, allowing you to anticipate customer needs and offer prescriptive guidance rather than just ‘taking orders’ Eye for detail that will allow you to quantify effort accurately, ensuring that project timelines and budget estimates are accurate Ability to visualize complex projects and break them down into actionable, phased implementation plans The ability to push back gracefully on unrealistic client expectations and guide stakeholders toward the most effective project path Prioritization skills to ensure timely deliverables and responses You may have other skills or credentials, including: Bachelor’s degree or equivalent work experience Familiarity with Applied products is a significant plus When You Join Team Applied, You Can Expect A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work every day with them. We flex our time together, collaborating remotely and in‑person to empower our teams to work in the ways that work best for them. A comprehensive benefits and compensation package that centers our teammates and helps them bring their best to work every day: Medical, Dental, and Vision Coverage Holiday and Vacation Time Health & Wellness Days A Bonus Day for Your Birthday Our targeted starting base salary in the United States for this position ranges from $100,000 - $135,000 USD. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission. EEO Statement Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law. #J-18808-Ljbffr