Consultant II

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 theAIera.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

As a 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 responsible for the successful implementation of assigned projects.

• 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
• 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
• Execute data conversion tasks, author project deliverables, and provide application configuration consulting throughout the project lifecycle
• 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
• Excellent relationship-building skills to effectively collaborate with partners across all levels of the organization to understand their business, challenges and opportunities
• Proven ability to produce high-quality deliverables, including clear and concise business documents, reports, and presentations
• 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
• Detail-oriented mindset with the ability to manage multiple priorities and meet project deadlines
• 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…