Principal Consultant

Vertafore•Remote, CO

1d•Remote

About The Position

The Principal Consultant is a senior-level consulting role providing strategic and operational expertise to MGA customers throughout the solution lifecycle. The role serves as a trusted advisor to customers, Professional Services leadership, Sales, and Product stakeholders, combining deep MGA industry knowledge with consulting, implementation, and solution design capabilities. The Principal Consultant leads complex engagements, shapes solution strategy, supports pre-sales and scoping, and helps deliver successful customer outcomes. With significant autonomy, the role also influences delivery practices, mentors Professional Services teams, and contributes to the organization's growth and scalability. The position leads MGA-focused customer engagements from discovery through implementation and optimization; advises on operational workflows, underwriting, distribution, policy administration, bordereaux reporting, carrier relationships, and delegated authority; and translates business requirements into scalable solution recommendations. It supports delivery teams through solution guidance, escalation management, mentoring, reusable assets, and methodology improvements. It also partners with Sales, Solution Consultants, and Customer Success on discovery, workshops, executive presentations, scoping, estimation, SOWs, RFP/RFI responses, and solution architecture discussions. The Principal Consultant contributes industry and customer insights to Product Management and supports the development of MGA-specific consulting offerings, templates, and accelerators. The role may require travel up to 50% of the time and the ability to work remotely with a stable internet connection as needed. Occasional lifting or moving of up to 10 pounds, frequent repetitive hand and arm movements to operate a computer, close vision, and frequent sitting and/or standing are required.

Requirements

8 or more years of experience in insurance technology consulting, professional services, or operational leadership roles.
Experience supporting enterprise software implementations within the P&C insurance industry.
Experience with policy administration, underwriting, claims, billing, distribution management, and agency management platforms.
Experience supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development.
Experience 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.
Ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements.
Strong consulting, client relationship management, and stakeholder influence skills across organizational levels.
Ability to navigate crucial conversations, resolve conflict, 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, including the ability to manage multiple initiatives and deadlines simultaneously.
Analytical thinking, problem-solving, and decision-making capabilities in complex environments.
Ability to adapt quickly to change and develop creative, innovative solutions to customer and business challenges.
Ability to travel up to 50% of the time.
Ability to work remotely with a stable internet connection as needed.
Must be legally authorized to work in the United States.
Occasional lifting and/or moving of up to 10 pounds; frequent repetitive hand and arm movements to operate a computer; close vision; and frequent sitting and/or standing.

Nice To Haves

Industry certifications or insurance designations.
Bachelor's degree in Business, Insurance, Information Systems, or a related field, or equivalent practical experience.

Responsibilities

Lead complex MGA-focused consulting engagements from discovery through implementation and optimization.
Advise customers on operational workflows, underwriting processes, distribution models, policy administration, bordereaux reporting, carrier relationships, and delegated authority operations.
Facilitate executive 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.
Support Professional Services 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.
Partner with Sales, Solution Consultants, and Customer Success 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 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.
Maintain expertise in MGA business operations, market trends, compliance considerations, and emerging technologies.
Act as an internal and external thought leader 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.
Participate in project teams implementing MGA Systems and delivering Professional Services.
Manage multiple consulting engagements concurrently with large agencies.
Conduct presentations and educational sessions, including in-person consultative sessions with customers.
Analyze business operations and methodology to develop best practices, and recommend solutions for customer pain points, gaps, needs, and goals.
Conduct user acceptance testing with customers.
Perform post-implementation operational assessments to drive product adoption, improve business operations, refine best practices, and identify consultative opportunities.
Perform other duties as assigned.