Principal Consultant

$100,000 - $150,000 + VIP 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.
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
Knowledge, Skills And Abilities
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
Qualifications
8+ years of experience in insurance technology consulting, professional services, or operational leadership roles
Bachelor’s 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 t

Work arrangement
Yes