Principal Consultant

$100,000 - $150,000 + VIP 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.

The Principal Consultant is a senior-level consulting role responsible for delivering strategic and operational expertise to MGA (Managing General Agent) customers throughout the solution lifecycle. This role serves as a trusted advisor to clients, Professional Services leadership, Sales, and Product stakeholders by combining deep MGA industry knowledge with strong consulting, implementation, and solution design capabilities.

The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales and scoping activities, and helps ensure successful customer outcomes. This role is expected to influence delivery best practices, mentor professional services teams, and contribute to the growth and scalability of the Professional Services organization. This role serves as a trusted advisor and thought leader and delivers high-impact customer outcomes. The role operates with significant autonomy.


Client Consulting & Delivery Leadership
• Lead complex MGA-focused consulting engagements from discovery through implementation and optimization.
• Serve as a strategic advisor to customers on operational workflows, underwriting processes, distribution models, policy administration, bordereaux reporting, carrier relationships, and delegated authority operations.
• Facilitate executive-level and operational stakeholder discussions to align business objectives with solution capabilities.
• Translate business requirements into scalable solution recommendations and implementation strategies.
• Identify risks, dependencies, and operational gaps and provide actionable mitigation strategies.
• Drive adoption of best practices across MGA operational models and technology usage.

Professional Services Leadership
• Support Professional Services delivery teams with solution guidance, escalation management, and subject matter expertise.
• Contribute to implementation methodologies, reusable assets, training materials, playbooks, and delivery standards.
• Mentor consultants and project teams on MGA workflows, business processes, and customer engagement strategies.
• Partner with Delivery Leadership to improve project estimation accuracy, delivery quality, and customer satisfaction.
• Assist with complex issue resolution and executive communications during critical customer engagements.

Pre-Sales & Solutioning Support
• Partner with Sales, Solution Consultants, and Customer Success teams during the sales cycle.
• Participate in discovery sessions, solution workshops, and executive presentations with prospective customers.
• Provide industry expertise and consultative guidance to shape solution positioning and customer strategy.
• Support Statement of Work (SOW) development, implementation scoping, staffing recommendations, and effort estimation.
• Evaluate customer operational maturity, implementation readiness, and integration complexity.
• Assist with RFP/RFI responses and solution architecture discussions.

Industry Expertise & Strategic Contribution
• Be a subject matter expert with MGA Systems, its methodology, and P&C business operations
• Maintain deep expertise in MGA business operations, market trends, compliance considerations, and emerging technologies.
• Act as a thought leader internally and externally on MGA transformation initiatives and best practices.
• Collaborate with Product Management to provide customer and market feedback that influences roadmap priorities.
• Support development of industry-specific accelerators, templates, and consulting offerings.

Core Requirements and Responsibilities:
• Be a subject matter expert with MGA Systems, its methodology, and P&C business operations
• Be part of project teams implementing MGA Systems and delivering Professional Services
• Manage multiple consulting engagements concurrently with large agencies
• Conduct presentations and educational sessions
• Deliver in-person consultative sessions with customers
• Analyze business operations and methodology to develop best practices
• Recommend solutions for customer pain points, gaps, needs, goals
• Conduct user acceptance testing with customer
• Perform operational assessment post-implementation to drive product adoption, improve business operations, refine best practices, identify new consultative opportunities
• Other duties as assigned

Skills & Requirements
Knowledge, Skills and Abilities:
• Experience with the following:
• Supporting enterprise software implementations within the P&C insurance industry
• Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms
• Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development
• Mentoring consulting teams and leading cross-functional initiatives
• Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management
• Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles
• Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems
• Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements
• Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels
• Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams
• Familiarity with Agile delivery methodologies and enterprise implementation frameworks
• Knowledge of integrations, API-based architectures, and data migration strategies
• Excellent written, verbal, and presentation communication skills
• Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously
• Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments
• Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges

Qualifications:
• 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles
• Bachelor's degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience.
• Industry certifications or insurance designations are a plus.
• Experience with the following:
• Supporting enterprise software implementations within the P&C insurance industry
• Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms
• Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development
• Mentoring consulting teams and leading cross-functional initiatives
• Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management
• Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles
• Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems
• Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements
• Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels
• Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams
• Familiarity with Agile delivery methodologies and enterprise implementation frameworks
• Knowledge of integrations, API-based architectures, and data migration strategies
• Excellent written, verbal, and presentation communication skills
• Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously
• Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments
• Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges


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

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 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.
Qualifications


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 View email address on click.appcast.io

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