[Hiring] Principal Consultant @Vertafore

Role Description

The Principal Consultant is a senior-level consulting role responsible for delivering strategic and operational expertise to MGA (Managing General Agent) customers throughout the solution lifecycle. This role serves as a trusted advisor to clients, Professional Services leadership, Sales, and Product stakeholders by combining deep MGA industry knowledge with strong consulting, implementation, and solution design capabilities.

The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales and scoping activities, and helps ensure successful customer outcomes. This role is expected to influence delivery best practices, mentor professional services teams, and contribute to the growth and scalability of the Professional Services organization. This role serves as a trusted advisor and thought leader and delivers high-impact customer outcomes. The role operates with significant autonomy.

Qualifications

• 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles
• Bachelor’s degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience
• Industry certifications or insurance designations are a plus

Requirements

• Experience with supporting enterprise software implementations within the P&C insurance industry
• Experience working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms
• Experience supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development
• Experience 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

Benefits

• Travel required up to 50% 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