[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.

• 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.

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

• Be a subject matter expert with MGA Systems, its methodology, and P&C business operations.
• 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.

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.