Principal Consultant

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

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.

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

Experience with the following:

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

8+ years of experience in insurance technology consulting, professional services, or operational leadership roles

Bachelors degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience.

Industry certifications or insurance designations are a plus.

Experience with the following:

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

8+ years of experience in insurance technology consulting, professional services, or operational leadership roles

Bachelors degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience.

Industry certifications or insurance designations are a plus.

Experience with the following:

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

8+ years of experience in insurance technology consulting, professional services, or operational leadership roles

Bachelors degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience.

Industry certifications or insurance designations are a plus.

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

THE VERTAFORE STORY

Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, were proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.

The Vertafore Way

Insurance is about relationships, and technology should make those relationships stronger. Thats why, at Vertafore, its our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.

Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.

Win Together: We work together as one team, showing empathy and respect along the way.

Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.

Say It, Do It: We honor every one of our commitments because integrity is important to us.

Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.

We Love Insurance: We appreciate the impact insurance has on the world.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

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.