Functional Consultant; P&C Insurance

Functional Consultant (P&C Insurance)

About Convr:
Convr is an AI underwriting, data, and intelligent document automation workbench built for commercial P&C insurers. We help carriers, MGAs, and brokers accelerate premium growth, improve risk insights, and drive operational efficiency.

Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows. Our modular platform manages underwriting from submission through quote with a purpose-built AI decisioning context engine - grounded in a commercial insurance ontology - ensuring complete data and smarter decisions, faster, while enabling a frictionless experience and superior performance.

As we scale, we're building a team shaping the future of commercial underwriting. Join us in modernizing commercial insurance with modern AI.

Role Overview :
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.

What You'll be Doing

Business & Solution Analysis

* 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

Solution Design & Configuration

* 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

Implementation & Delivery

* 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

User Acceptance Testing (UAT)

* Plan and lead UAT cycles with business and technical stakeholders

* Manage defect tracking, gap analysis, and resolution

* Ensure readiness for production deployment

Customer Engagement & Value Realization

* 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

Experience 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)

* Familiarity with data structures, SQL, or AI-driven platforms (A Plus)

Benefits & Compensation

* 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

* Salary Range: $110,000 - $130,000. The final compensation will be determined by several factors, including location, experience, education, specialized skills, and industry expertise.

Why Join Convr? Joining our team means becoming a vital part of a high-growth, entrepreneurial mission to redefine the commercial insurance industry. We've traded corporate silos for radical transparency and a shared ownership mentality, ensuring that every voice is heard, and no one is just a number. We believe in the power of flexibility because we know life happens, and we empower our people with the autonomy to maintain a genuine work-life balance.

As a team of experts striving for excellence, we will challenge you to develop your…