Consultant ii

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

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
• Manage multiple consulting engagements concurrently
• Conduct presentations and educational sessions
• 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