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. Client Consulting & Delivery Leadership · 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. Professional Services Leadership · 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. Pre-Sales & Solutioning Support · 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. Industry Expertise & Strategic Contribution · 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. Core Requirements and Responsibilities: · 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