AMS+ Onboarding Consultant for Insurance Agencies

AgencyBloc; Cedar Falls (IA); On-site; USD 90,000 - 120,000; Full time

Job summary

AgencyBloc is a leading provider of agency management solutions for life and health insurance agencies. The PS Onboarding Consultant guides clients from contract through go-live, applying product knowledge, project management, and strong client relationships to tailor onboarding to each client’s unique needs.

As AMS+ subject matter expert, you’ll advise on configuration, data migration strategy, and workflow design, resolving complex issues and driving time-to-value and product adoption across

Qualifications

• 3–5+ years of experience in software implementation, onboarding, or professional services (SaaS preferred).
• Proven expertise in AMS+ or comparable agency management software.

Responsibilities

• Serve as the primary onboarding contact for clients of any size or segment and tailor onboarding plans.
• Provide configuration and data migration guidance, acting as a trusted advisor.
• Collaborate with Customer Success and internal teams to ensure a smooth post-go-live experience and continuous improvement.

Skills

AMS+ experience

Onboarding

Consulting

Data migration

VOIP integration

Project management

Stakeholder communication

Education

Bachelor's degree

Tools

AMS+ software

Job description

AgencyBloc is a leading provider of agency management solutions for life and health insurance agencies. The PS Onboarding Consultant guides clients from contract through go-live, applying product knowledge, project management, and strong client relationships to tailor onboarding to each client’s unique needs.

As AMS+ subject matter expert, you’ll advise on configuration, data migration strategy, and workflow design, resolving complex issues and driving time-to-value and product adoption across