Consultant II

$70,000 - $95,000 / 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 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 to enterprise and strategic customers. This includes project planning, educating customers, collaborating on key decisions to drive best practices, business solutions and product adoption, solving business challenges and gaps. The ideal candidate will be energetic, a quick study, results-driven, a self-starter, with a strong collaborative nature, 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 Surefyre product, its methodology, and MGA business operations

• Be part of project teams implementing Surefyre products and delivering Professional Services

• Manage multiple consulting engagements concurrently

• Conduct presentations and educational sessions

• Deliver virtual 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

• Other duties as assigned

Qualifications:

• 3+ years of experience working as a Consultant (Insurance industry preferred)

• 3+ years of experience in a Professional Services organization

• Experience with Surefyre highly preferred

• Strong knowledge of insurance/MGA practices preferred

• Broad knowledge of agency management systems and other business applications, content management solutions

• 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 problem solve, react to situations decisively and effectively

• Flexible, easily adaptable to change

Additional Requirements and Details:

• Travel required up to 10% of the time.

• Located and working from an office location.

• 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.

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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.