Consultant I

Posted 13 Days Ago
Hiring Remotely in CO
Remote
60K-80K Annually
Mid level
Information Technology • Insurance • Software
Our purpose is to simplify and automate the insurance life cycle so that our customers can focus on what matters most.
The Role
The Consultant I role involves engaging with customers to implement Vertafore's software solution BenefitPoint, providing project planning, educating customers, collaborating on best practices, and addressing business challenges. Responsibilities include conducting presentations, managing multiple consulting engagements, and analyzing business operations to drive product adoption.
Summary Generated by Built In

$60,000 - $80,000 / year

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

JOB DESCRIPTION 

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 BenefitPoint 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 BenefitPoint, its methodology, and Benefits business operations 

  • Be part of project teams implementing BenefitPoint and delivering Professional Services 

  • Manage multiple consulting engagements concurrently with large agencies 

  • Conduct presentations and educational sessions 

  • Deliver in-person 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 

  • Perform operational assessment post-implementation to drive product adoption, improve business operations, refine best practices, identify new consultative opportunities 



Qualifications:

 

  • 3+ years of experience working as a Consultant in the Benefits insurance industry 

  • 3+ years of experience in a Professional Services organization in a customer-facing role 

  • Strong knowledge of Benefits insurance business practices and independent insurance agency markets 

  • Strong knowledge of insurance accounting practices 

  • 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 25% 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.

THE VERTAFORE STORY

Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.

The Vertafore Way

Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.

· Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.

· Win Together: We work together as one team, showing empathy and respect along the way.

· Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.

· Say It, Do It: We honor every one of our commitments because integrity is important to us.

· Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.

· We Love Insurance: We appreciate the impact insurance has on the world.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

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.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

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.

What the Team is Saying

Tyler
The Company
HQ: Denver, CO
2,066 Employees
Hybrid Workplace
Year Founded: 1969

What We Do

We believe insurance is about relationships. And technology should only make them stronger.

We exist to empower independent agents, carriers, and MGAs. To drive their success. Because their success is our success. And their ambitions for tomorrow are our goals for today.

Since our inception, we’ve been the technology backbone of the insurance industry. We began punching cards for independent agents over 50 years ago and turned this passion for technology into a relentless pursuit. Born
of human-centric purpose, we empower our customers with the technology to garner trust.

Built to adapt, we equip the insurance channel for the future—transforming business and relationships along the way. Where others see opposition, we see opportunity. To look ahead. To modernize. To prepare our customers for
what’s next—because we’re always thinking about it. Always innovating. Always building. Always creating.

Quite simply…we love insurance. Because behind every policy—is a person. And we’re obsessed with powering the spirit of our industry.

Why Work With Us

Our team is bright and talented, and we bring passion to the work we do every day and continually strive to improve. We’re a Flexible First work environment, meaning team members work from home as often as they’d like, while using our offices as a place for collaboration, community, and team building. We work hard and we have fun doing it!

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Vertafore Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Our Flexible First working environment allows team members to work from home as often as they'd like, while using our offices for collaboration and team building.

Typical time on-site: Flexible
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