Functional Consultant (P&C Insurance)

ConvrSchaumburg, IL
Hybrid

About The Position

As a Functional Consultant, you will serve as the critical link between business needs and technical execution, helping customers translate complex underwriting workflows into scalable, AI-powered solutions. This is a highly visible, high-impact role for someone who enjoys both problem-solving and building—combining strong business analysis skills with a consultative, solution-oriented mindset. You will partner closely with customers from discovery through go-live and beyond, ensuring solutions are not only delivered—but drive measurable business outcomes. The Functional Mindset: We’re looking for someone who brings the best of both Business Analysis and Functional Consulting: Structured in discovery: Able to clearly gather, document, and validate requirements with precision Solution-oriented: Moves beyond analysis to define and deliver practical, scalable solutions Comfortable with ambiguity: Navigates evolving requirements and finds a path forward Focused on outcomes: Constantly thinking about speed to value and business impact You don’t just document what is—you help design what should be.

Requirements

  • Bachelor’s degree in Business, Information Systems, Computer Science, or related field
  • 3–5+ years of experience in Functional Consulting, Business Analysis, or Implementation roles within SaaS or enterprise software
  • Strong experience in Commercial P&C Insurance and understanding of the underwriting lifecycle (submission through quote)
  • Proven ability to translate business requirements into functional solutions
  • Experience supporting software implementations, including UAT and go-live
  • Excellent communication skills with the ability to work across business and technical teams
  • Proficiency with tools like Excel and Jira (or similar)

Nice To Haves

  • Familiarity with data structures, SQL, or AI-driven platforms

Responsibilities

  • Lead discovery sessions to understand underwriting workflows, data structures, and business goals
  • Translate requirements into clear functional designs, user stories, and solution specifications
  • Challenge assumptions and recommend improvements aligned to industry best practices
  • Design and configure solutions within the Convr platform, including underwriting rules, submission triage, and AI decisioning workflows
  • Partner with Engineering to ensure solutions are scalable, efficient, and aligned to customer needs
  • Drive end-to-end implementation activities from onboarding through go-live
  • Manage priorities, timelines, and risks using tools like Jira
  • Ensure a smooth transition from design to execution with a strong focus on quality and speed
  • Plan and lead UAT cycles with business and technical stakeholders
  • Manage defect tracking, gap analysis, and resolution
  • Ensure readiness for production deployment
  • Act as a trusted advisor to customers, identifying opportunities to improve workflows and outcomes
  • Partner with Customer Success to drive adoption and long-term value
  • Continuously look for ways to optimize and expand how customers use the platform

Benefits

  • Remote work opportunities
  • Flexible Paid Time Off
  • Company Paid Holidays
  • Insurance Coverage (medical, dental, vision, short-term & long-term disability, life insurance, and accident coverage)
  • 401K
  • Paid Parental Leave
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