Customer-facing consultant for large insurance agencies, advising on Vertafore products. Drive product assessments, recommend optimizations, support sales and professional services, present to stakeholders, ensure adoption, collaborate cross-departmentally, and travel to customer sites.

Leads complex MGA insurance technology consulting engagements from discovery through implementation and optimization. Advises customers on underwriting, policy administration, distribution, delegated authority, and operational workflows. Supports pre-sales discovery, solution scoping, estimates, SOWs, workshops, and executive presentations. Mentors consultants, improves delivery methodologies, manages escalations, conducts user acceptance testing, and drives post-implementation adoption. Requires deep P&C insurance and MGA expertise, enterprise software implementation experience, and knowledge of integrations, APIs, data migration, and Agile delivery.

Lead end-to-end enterprise SaaS implementations for MGA insurance customers: gather requirements, configure applications, manage data conversions, run UAT and training, align stakeholders, write SOWs, mentor consultants, and ensure projects deliver on time, budget, and quality while feeding product feedback to engineering.