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Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows.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…