Sr. Consultant

Vertafore; Melville (NY); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Medical, Vision & Dental plans

401(k) with employer match

Parental Leave

Education Assistance

Job summary

Vertafore in Melville, NY is seeking a Senior Consultant on the Professional Services team to lead complex SaaS implementations from kickoff to go-live. You will gather requirements, design solutions, configure software, and coordinate with customers and cross-functional teams to deliver valued outcomes.

Ideal candidates have a BA/BS and 7+ years in MGA insurance consulting, strong Agile skills, exceptional communication, and the ability to balance timelines and quality across multiple projects.

Qualifications

• BA/BS degree required or equivalent practical experience.
• 7+ years of experience as a Consultant in MGA insurance or equivalent.
• Strong knowledge of insurance business practices and policy administration systems.
• Experience managing or working with enterprise customers.
• Familiarity with project management methodologies (PMBOK) preferred.

Responsibilities

• Lead the implementation efforts for complex projects from kickoff to go-live.
• Manage full lifecycle of enterprise SaaS implementations including UAT, training, and delivery.
• Execute data conversion tasks and author project deliverables.
• Collaborate with product, engineering, and customer teams to align requirements with PS goals.
• Write statements of work (SOWs) and contribute to project scope and planning.

Skills

Agile methodologies

Stakeholder communication

Requirements gathering

Problem solving

Time management

Presentation skills

Education

BA/BS degree

Tools

MS Office

Backend development systems

Job description

$80,000 - $130,000 / year

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.

As a Senior Consultant on the Professional Services team, you will serve as a trusted advisor, partnering with customers to deliver successful software implementations from project kickoff through go-live. You will leverage your expertise in system configuration, data conversion, training, and business process consulting to help customers achieve their business objectives and maximize the value of their investment. Working closely with customers, project teams, and both internal and external stakeholders, you will gather requirements, design solutions, and ensure alignment between project goals and organizational priorities. As a key member of the MGA Professional Services team, you will combine technical knowledge with business acumen to drive project success, deliver exceptional customer experiences, and serve as the primary resource accountable for the successful implementation of assigned projects. You will be responsible to work with customers and internal teams alike on a daily basis to configure and implement SaaS based software.

Core Requirements And Responsibilities

• Lead the implementation efforts for complex projects, including requirement gathering, analysis, documentation, and execution of business needs, functional and non-functional specifications, use cases, and process flows
• Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing, training, and delivery
• Execute data conversion tasks, author project deliverables, and provide application configuration consulting throughout the project lifecycle
• Work with the technical implementation team to ensure technical requirements are understood and completed
• Work closely with product and engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization
• Collaborate with project sponsors and stakeholders to ensure a thorough understanding of business objectives and technical solutions, aligning them with overarching PS goals
• Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality
• Participate in project planning, scoping calls, and estimation activities, providing valuable insights and contributing to project scope definition, which will include writing statements of work (SOWs)
• Understand customer needs and translate them into configurable requirements and implement them successfully
• Excellent relationship-building skills to effectively collaborate with partners across all levels of the organization to understand their business, challenges and opportunities
• Proven ability to produce high-quality deliverables, including clear and concise business documents, reports, and presentations
• Conduct thorough research and analysis to identify process improvement opportunities and provide recommendations for optimizing project delivery
• Collaborate with cross-functional teams, including development and QA as well as other project/program managers, to ensure successful implementation of projects
• Proactively identify and address project issues, risks, and dependencies to mitigate potential challenges and ensure project success
• Detail-oriented mindset with the ability to manage multiple priorities and meet project deadlines
• Facilitate effective communication and knowledge sharing among project team members and stakeholders
• Mentor and guide other consultants, providing support, feedback, and sharing best practices to enhance their skills and performance
• Stay up to date with industry trends, best practices, and emerging technologies related to business analysis and software development
• Adaptability and flexibility to thrive in a dynamic and fast-paced software development environment

Knowledge, Skills And Abilities

• MS Office Applications
• Working knowledge of backend development systems
• Strong knowledge of Agile development methodologies
• Exceptional communication (verbal and written) and interpersonal skills, with the ability to build relationships with technical and non-technical stakeholders both internally and externally facing
• Proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
• Expertise in requirement gathering techniques, documentation standards, and software implementations
• Strong analytical and problem-solving abilities, with a detail-oriented mindset
• 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 effectively solve problems, react to situations decisively and effectively
• Flexible, easily adaptable to change, creative and innovate

Qualifications

• BA/BS degree or equivalent practical experience
• 7+ years of experience gworking as a Consultant in the MGA insurance industry
• 7+ years of experience in a Professional Services organization
• Strong knowledge of insurance business practices and structure
• Broad knowledge of policy administration systems, raters, and other insurance business applications
• Experience managing or working with enterprise customers
• Strong knowledge of insurance accounting practices preferred
• Knowledge of insurance industry-specific standards and regulations preferred
• Experience in facilitating workshops and conducting user interviews preferred
• Familiarity with project management methodologies and frameworks (e.g., PMBOK) preferred

Additional Requirements And Details

• Travel required up to 10% of the time
• Ability to work remote with a stable internet connection on an as needed basis.
• Located and working from an office location (when required)
• 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

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.

Why Vertafore is the place for you: For 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: For 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 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.

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

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

We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail]

Just a note, this contact information is for accommodation requests only.