Field Customer Consultant

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.

Whether you’re interested in engineering or development, marketing or sales, or something else – if this sounds like you, then we’d love to hear from you!

We are headquartered in Denver, Colorado, with offices in the US, Canada, and India. $140,000 - $160,000 + CX Bonus The insurance industry runs on Vertafore.

We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

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 Field Customer Consultant 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: Product & Industry Expertise A Customer Consultant is responsible for deep product knowledge across Vertafore’s agency suite of solutions with strong emphasis on management systems.

Support a culture of learning by staying current with new product releases.

Be a student and thought leader of the industry.

Be a self-starter when learning technology and its value to our customers.

Consulting Skills & Executive Presence Ability to drive performance assessments and recommend areas of improvement for our customers.

Consult in all professional settings from executive to middle management to end-users.

Communicate how to get value from the solution that supports customer priorities and measure success.

Ability to present and relate cross-departmentally from Agency Operations, Commercial Lines, Personal Lines, Accounting & Finance, Employee Benefits and more.

Ability to both demonstrate product capability for sales opportunity as well as for adoption and utilization of products.

Other duties as assigned Team Player & Collaborator The Customer Consulting model is a team approach.

Team culture is a top priority.

Work with multiple stakeholders to develop an assessment of business practices, product utilization and configuration of Vertafore solutions.

Has an ambitious attitude and loves to get their hands dirty to drive value for the customer.

Ensure proper handoff to post sales activity to ensure a successful implementation.

Cross-Departmental Collaboration It is expected that you will work cross-departmentally within Vertafore both leading and participating in special projects and initiatives.

Partner with Marketing, Product and Professional Services on regular basis.

Voice and advocate of our customer base with the ability to communicate information gathered from the field.

Knowledge, Skills and Abilities: Technical skills including Microsoft suite (Excel, Word, PowerPoint) Strong knowledge of insurance agency, MGA and carrier operations Able to perform in high stress situations.

3 + years pre-sales or consulting experience in enterprise software or related field Insurance experience required.

Operational role desired.

with Vertafore products required. Bachelor’s Degree preferred or equivalent experience. Additional Requirements and Details: 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. 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. Why Vertafore is the place for you: *Canada Only The opportunity to work in a space where modern technology meets a stable and vital industry Medical, vision & dental plans Life, AD&D Short Term and Long Term Disability Pension Plan & Employer Match Maternity, Paternity and Parental Leave Employee and Family Assistance Program (EFAP)

Assistance Additional programs - Employee Referral and Internal Recognition Why Vertafore is the place for you: *US Only The opportunity to work in a space where modern technology meets a stable and vital industry We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment. Medical, vision & dental plans PPO & high-deductible options Health Savings Account & Flexible Spending Accounts Options: Health Care FSA Dental & Vision FSA Dependent Care FSA Commuter FSA Life, AD&D (Basic & Supplemental), and Disability 401(k) Retirement Savings Plain & Employer Match Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance Parental Leave & Adoption Assistance Employee Assistance Program (EAP) Education & Legal Assistance Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness Commuter Benefits (Denver) 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. The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout. The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout. Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire. Vertafore is a drug free workplace and conducts preemployment drug and background screenings. We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us. We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@vertafore.com Just a note, this contact information is for accommodation requests only.