Sr. Consultant

Vertafore•Melville, NY

2d•Hybrid

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. As a Senior Consultant on the Professional Services team, you will serve as a trusted advisor, partnering with customers to deliver successful software implementations from project kickoff through go-live. You will leverage your expertise in system configuration, data conversion, training, and business process consulting to help customers achieve their business objectives and maximize the value of their investment. Working closely with customers, project teams, and both internal and external stakeholders, you will gather requirements, design solutions, and ensure alignment between project goals and organizational priorities. As a key member of the MGA Professional Services team, you will combine technical knowledge with business acumen to drive project success, deliver exceptional customer experiences, and serve as the primary resource accountable for the successful implementation of assigned projects. You will be responsible to work with customers and internal teams alike on a daily basis to configure and implement SaaS based software.

Requirements

MS Office Applications
Working knowledge of backend development systems
Strong knowledge of Agile development methodologies
Exceptional communication (verbal and written) and interpersonal skills, with the ability to build relationships with technical and non-technical stakeholders both internally and externally facing
Proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
Expertise in requirement gathering techniques, documentation standards, and software implementations
Strong analytical and problem-solving abilities, with a detail-oriented mindset
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 effectively solve problems, react to situations decisively and effectively
Flexible, easily adaptable to change, creative and innovate
BA/BS degree or equivalent practical experience
7+ years of experience gworking as a Consultant in the MGA insurance industry
7+ years of experience in a Professional Services organization
Strong knowledge of insurance business practices and structure
Broad knowledge of policy administration systems, raters, and other insurance business applications
Experience managing or working with enterprise customers
Travel required up to 10% 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

Nice To Haves

Strong knowledge of insurance accounting practices preferred
Knowledge of insurance industry-specific standards and regulations preferred
Experience in facilitating workshops and conducting user interviews preferred
Familiarity with project management methodologies and frameworks (e.g., PMBOK) preferred

Responsibilities

Lead the implementation efforts for complex projects, including requirement gathering, analysis, documentation, and execution of business needs, functional and non-functional specifications, use cases, and process flows
Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing, training, and delivery
Execute data conversion tasks, author project deliverables, and provide application configuration consulting throughout the project lifecycle
Work with the technical implementation team to ensure technical requirements are understood and completed
Work closely with product and engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization
Collaborate with project sponsors and stakeholders to ensure a thorough understanding of business objectives and technical solutions, aligning them with overarching PS goals
Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality
Participate in project planning, scoping calls, and estimation activities, providing valuable insights and contributing to project scope definition, which will include writing statements of work (SOWs)
Understand customer needs and translate them into configurable requirements and implement them successfully
Conduct thorough research and analysis to identify process improvement opportunities and provide recommendations for optimizing project delivery
Collaborate with cross-functional teams, including development and QA as well as other project/program managers, to ensure successful implementation of projects
Proactively identify and address project issues, risks, and dependencies to mitigate potential challenges and ensure project success
Facilitate effective communication and knowledge sharing among project team members and stakeholders
Mentor and guide other consultants, providing support, feedback, and sharing best practices to enhance their skills and performance
Stay up to date with industry trends, best practices, and emerging technologies related to business analysis and software development