[Remote] Principal Consultant

Note: The job is a remote job and is open to candidates in USA. Vertafore is hiring a Principal Consultant to advise MGA customers and lead complex consulting engagements throughout the solution lifecycle. The role guides implementation and solution strategy, supports pre-sales activities, mentors Professional Services teams, and drives successful customer outcomes.

Responsibilities

• 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

Skills

• 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles
• Equivalent practical experience
• Industry certifications or insurance designations
• 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
• The selected candidate must be legally authorized to work in the United States
• Bachelor's degree in Business, Insurance, Information Systems, or related field preferred

Benefits

• VIP bonus
• Ability to work remote with a stable internet connection on an as needed basis

Company Overview

Company H1B Sponsorship