Customer Consultant II

Job Description

Job Description

65,000 - $90,000 Bonus

65,000 - $90,000 / year Bonus

Vertafore is a leading technology company whose innovative software solutions 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.

JOB DESCRIPTION

Consulting is an integral part of supporting our customer’s success. We understand the initiatives of the customer and consult to achieve the highest utilization of our solutions. We are best known for our diligent preparation and our ability to dig into customer’s issues. It is all about the customer getting the most value from their investment in Vertafore solutions. We do this by working on a team that will exceed our customer’s expectations with industry and product knowledge. The team works with new and existing customers and supports the Inside, Field, and Enterprise customers in the agency, MGA and Carrier insurance industry.

The Customer Consultant II is comfortable being customer facing. They partner with our sales and professional services team to work with the largest agencies across the country. The ideal candidate brings deep Vertafore product knowledge and is an industry expert that exhibits excellent consulting skills with all levels of an organization. They understand how to recognize opportunities for improvement, communicate optimization efforts and execute on the plan.

Core Requirements and Responsibilities :

Essential job functions included but are not limited to the following :

Help customers reach their business objectives with various Vertafore products like AMS360 and all add on products.

Ability to conduct best practice, tune ups, and product adoption sessions to drive utilization of Vertafore solutions.

Understand what customers are missing in their business and work to increase their bottom-line using Vertafore products and analytics tools.

Maintain an understanding of current insurance industry and data and analytics trends.

Stay abreast of changes in the functionality of the product platforms and the value that they generate for users.

Work with leadership to monitor the effectiveness of training as well as the adoption and usage of learned tools and practices

Knowledge, Skills and Abilities :

Ability to adapt to fast paced and changing situations.

Customer centric, empathetic, and driven to make a difference for our agency partners.

Able to work cooperatively as part of a team

Desire to continue to develop skills and knowledge

Excellent communication skills, both written and verbal

Articulate and well-spoken with excellent phone and email etiquette

Insurance industry experience preferred

Qualifications

3 years experience in project management, onsite training, or consulting experience preferably in a SaaS or Data Analytics company or experience in the insurance industry space

Experience working with executives at large ($100M ) companies

Strong ability to problem solve and communicate complex ideas in an accessible way

Proficiency with desktop applications such as PowerPoint, Excel, and Word. Ability and willingness to keep up with new forms of communication, and the latest technology tools. SQL a plus.

Strong interpersonal skills with the proven ability to effectively engage and influence at all levels

Strong attention to detail and ability to adapt to change

Additional Requirements and Details :

Travel required up to 10% 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, we’re 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. That’s why, at Vertafore, it’s 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.

Salary : $65,000 - $90,000