Vertafore, Inc.

Consultant II - Surefyre

Vertafore, Inc.$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of consulting experience in P&C insurance
  • 5+ years in a Professional Services organization
  • Strong understanding of P&C business practices and structure
  • Familiarity with insurance accounting practices
  • Broad knowledge of policy administration systems and insurance applications
  • Experience working with enterprise customers
  • Technical or non-technical software development/configuration experience

Responsibilities

  • Serve as a subject matter expert on Surefyre and P&C business operations
  • Lead enterprise SaaS implementation projects from kickoff to delivery
  • Translate customer needs into configurable requirements
  • Perform low-code configuration tasks within the SaaS platform
  • Collaborate with technical teams to ensure project success
  • Assess project resource needs and establish effort estimates
  • Develop and maintain strong relationships with key customer contacts

Benefits

  • Flexible First work environment, allowing remote work and in-office collaboration
  • Medical, vision, and dental plans with various options
  • User-friendly HSA and FSA options for health expenses
  • Life insurance and disability plans
  • 401(k) retirement plan with employer matching
  • Education assistance, including tuition reimbursement
  • Employee Assistance Program and wellness initiatives
Full Job Description
$70,000 - $95,000 / year

Are you a passionate Consultant who thrives on engaging with customers, implementing complex software solutions, and applying your knowledge and experience to improve a customer's business? Vertafore is seeking a Consultant for our Professional Services organization to consult and implement Vertafore's product Surefyre. This includes project planning, detailed requirements gathering, system configuration, translating business requirements for technical teams, educating customers, and collaborating on key decisions to drive best practices, product adoption, and solve business challenges. The ideal candidate will be a quick study, results-driven, a self-starter, with a strong understanding of enterprise software, a proven track record as a Consultant who exudes a creative and positive can-do attitude. Your work will be impactful and highly valued by our customers and Vertafore

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:
• Be a subject matter expert with our products, capabilities, common use cases, methodology, and P&C business operations
• Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing and delivery
• Understand customer needs and translate them into configurable requirements
• Non-technical and semi-technical configuration work within a low-code SaaS platform
• Work with the technical implementation team to ensure technical requirements are understood and completed
• Estimate level of effort and required resources of project work
• Develop strong professional relationships with key customer contacts
• Work closely with product & engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization
• Manage multiple consulting engagements concurrently
• Perform operational assessment post-implementation to drive product adoption, improve business operations, refine best practices, identify new consultative opportunities

Knowledge, Skills and Abilities:
• Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
• 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 be creative and innovative
• Ability to effectively solve problems, react to situations decisively and effectively
• Flexible, easily adaptable to change

Skills & Requirements
Qualifications:
• 5+ years of experience working as a Consultant in the P&C insurance industry
• 5+ years of experience in a Professional Services organization
• Strong knowledge of P&C insurance business practices and structure
• Strong knowledge of insurance accounting practices
• Broad knowledge of policy administration systems, raters, and other insurance business applications
• Experience managing or working with enterprise customers
• Technical or non-technical software development or configuration experience

Additional Requirements and Details:
• Travel required up to 10% of the time.
• 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.

#LI-Hybrid
Qualifications Vertafore is a Flexible First working environment which allows team members to work from home as often as you'd like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.

Why Vertafore is the place for you: *Canada Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • Medical, vision & dental plans
  • Life, AD&D
  • Short Term and Long Term Disability
  • Pension Plan & Employer Match
  • Maternity, Paternity and Parental Leave
  • Employee and Family Assistance Program (EFAP)
  • Education Assistance
  • Additional programs - Employee Referral and Internal Recognition


Why Vertafore is the place for you: *US Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
  • Medical, vision & dental plans
    • PPO & high-deductible options
  • Health Savings Account & Flexible Spending Accounts Options:
    • Health Care FSA
    • Dental & Vision FSA
    • Dependent Care FSA
    • Commuter FSA
  • Life, AD&D (Basic & Supplemental), and Disability
  • 401(k) Retirement Savings Plain & Employer Match
  • Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
  • Parental Leave & Adoption Assistance
  • Employee Assistance Program (EAP)
  • Education & Legal Assistance
  • Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
  • Commuter Benefits (Denver)
The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

About Vertafore, Inc.

Vertafore, Inc. is a software company that provides insurance technology solutions. The company was founded in 1969 and is headquartered in Bothell, Washington. Vertafore operates in the technology sector and has a workforce of over 1700 employees. The company's products and services are designed to help insurance agencies and carriers manage their operations more efficiently. Vertafore's solutions include agency management, rating and connectivity, content management, and compliance and licensing. The company has a strong presence in the United States and serves over 20,000 customers.
Learn more about Vertafore, Inc.
Size
1,700 employees
Industry
Founded
1969

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