Conduct presentations and educational sessions for clients
Deliver virtual consultative sessions to address customer needs
Analyze business operations to develop best practices
Recommend solutions to address customer pain points
Benefits
Flexible First work environment with options for remote work
Medical, vision, and dental plans with various options
Health Savings Account and Flexible Spending Accounts
Life, AD&D, and disability insurance
401(k) plan with employer match
Parental leave and adoption assistance
Education assistance and tuition reimbursement programs
Employee Assistance Program (EAP) and wellness initiatives
Full Job Description
$70,000 - $95,000 / year
Are you a passionate Consultant who thrives on engaging with customers, implementing 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 to enterprise and strategic customers. This includes project planning, educating customers, collaborating on key decisions to drive best practices, business solutions and product adoption, solving business challenges and gaps. The ideal candidate will be energetic, a quick study, results-driven, a self-starter, with a strong collaborative nature, 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 Surefyre product, its methodology, and MGA business operations
Be part of project teams implementing Surefyre products and delivering Professional Services
Deliver virtual consultative sessions with customers
Analyze business operations and methodology to develop best practices
Recommend solutions for customer pain points, gaps, needs, goals
Conduct user acceptance testing with customer
Other duties as assigned
Skills & Requirements Qualifications:
3+ years of experience working as a Consultant (Insurance industry preferred)
3+ years of experience in a Professional Services organization
Experience with Surefyre highly preferred
Strong knowledge of insurance/MGA practices preferred
Broad knowledge of agency management systems and other business applications, content management solutions
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 problem solve, react to situations decisively and effectively
Flexible, easily adaptable to change
Additional Requirements and Details:
Travel required up to 10% of the time.
Located and working from an office location.
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
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!
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
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.
