Note: The job is a remote job and is open to candidates in USA. Vertafore is hiring a Principal Consultant to advise MGA customers and lead complex consulting engagements throughout the solution lifecycle. The role guides implementation and solution strategy, supports pre-sales activities, mentors Professional Services teams, and drives successful customer outcomes.
Responsibilities
- Lead complex MGA-focused consulting engagements from discovery through implementation and optimization
- Serve as a strategic advisor to customers on operational workflows, underwriting processes, distribution models, policy administration, bordereaux reporting, carrier relationships, and delegated authority operations
- Facilitate executive-level and operational stakeholder discussions to align business objectives with solution capabilities
- Translate business requirements into scalable solution recommendations and implementation strategies
- Identify risks, dependencies, and operational gaps and provide actionable mitigation strategies
- Drive adoption of best practices across MGA operational models and technology usage
- Support Professional Services delivery teams with solution guidance, escalation management, and subject matter expertise
- Contribute to implementation methodologies, reusable assets, training materials, playbooks, and delivery standards
- Mentor consultants and project teams on MGA workflows, business processes, and customer engagement strategies
- Partner with Delivery Leadership to improve project estimation accuracy, delivery quality, and customer satisfaction
- Assist with complex issue resolution and executive communications during critical customer engagements
- Partner with Sales, Solution Consultants, and Customer Success teams during the sales cycle
- Participate in discovery sessions, solution workshops, and executive presentations with prospective customers
- Provide industry expertise and consultative guidance to shape solution positioning and customer strategy
- Support Statement of Work (SOW) development, implementation scoping, staffing recommendations, and effort estimation
- Evaluate customer operational maturity, implementation readiness, and integration complexity
- Assist with RFP/RFI responses and solution architecture discussions
- Be a subject matter expert with MGA Systems, its methodology, and P&C business operations
- Maintain deep expertise in MGA business operations, market trends, compliance considerations, and emerging technologies
- Act as a thought leader internally and externally on MGA transformation initiatives and best practices
- Collaborate with Product Management to provide customer and market feedback that influences roadmap priorities
- Support development of industry-specific accelerators, templates, and consulting offerings
- Be a subject matter expert with MGA Systems, its methodology, and P&C business operations
- Be part of project teams implementing MGA Systems 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
- Other duties as assigned
Skills
- 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles
- Equivalent practical experience
- Industry certifications or insurance designations
- Supporting enterprise software implementations within the P&C insurance industry
- Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms
- Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development
- Mentoring consulting teams and leading cross-functional initiatives
- Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management
- Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles
- Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems
- Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements
- Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels
- Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams
- Familiarity with Agile delivery methodologies and enterprise implementation frameworks
- Knowledge of integrations, API-based architectures, and data migration strategies
- Excellent written, verbal, and presentation communication skills
- Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously
- Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments
- Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges
- The selected candidate must be legally authorized to work in the United States
- Bachelor's degree in Business, Insurance, Information Systems, or related field preferred
Benefits
- VIP bonus
- Ability to work remote with a stable internet connection on an as needed basis
Company Overview
Company H1B Sponsorship