Consultant II - Surefyre
About The Position
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. 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.
Requirements
- 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
- Strong understanding of enterprise software
- Proven track record as a Consultant
- Creative and positive can-do attitude
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
