Pay Range
Annually:
$60,000 - $80,000
No equity
Description
Are you a passionate Consultant who thrives on engaging with customers, implementing software solutions, and applying your knowledge and experience to improve a customer's business? Vertafore is seeking a Consultant for our Professional Services organization to consult and implement Vertafore's product BenefitPoint to enterprise and strategic customers. This includes project planning, educating customers, collaborating on key decisions to drive best practices, business solutions and product adoption, solving business challenges and gaps. The ideal candidate will be energetic, a quick study, results-driven, a self-starter, with a strong collaborative nature, a proven track record as a Consultant who exudes a creative and positive can-do attitude. Your work will be impactful and highly valued by our customers and Vertafore.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
Be a subject matter expert with BenefitPoint, its methodology, and Benefits business operations
Be part of project teams implementing BenefitPoint 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
Qualifications:
3+ years of experience working as a Consultant in the Benefits insurance industry
3+ years of experience in a Professional Services organization in a customer-facing role
Strong knowledge of Benefits insurance business practices and independent insurance agency markets
Strong knowledge of insurance accounting practices
Broad knowledge of agency management systems and other business applications, content management solutions
Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
Ability to effectively prioritize workload and tasks to meet deadlines
Excellent presentation and communications skills, both written and verbal
Outstanding time management skills
Ability to be creative and innovative
Ability to effectively problem solve, react to situations decisively and effectively
Flexible, easily adaptable to change
Additional Requirements and Details:
Travel required up to 25% of the time.
Located and working from an office location.
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.
