Field Customer Consultant

$80000 - $100000 / year
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
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.
Vertafore is a Flexible First working environment which allows team members to work from home as often as you'd like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
Consulting is an integral part of the Customer Success team. 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. The partner with our sales and professional services team to work with the largest agencies across the country. The ideal candidate 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.
Team Player & Collaborator• The Customer Consulting model is a team approach. Team culture is our number one priority.• Each team member contributes to the success of the overall team.• Leverages the right internal resources for the situation.• A Field Customer Consultant will work with multiple stakeholders to develop an assessment of business practices, product utilization and configuration of Vertafore solutions.• A Field Customer Consultant has a positive and ambitious attitude with an "always willing to help" demeanor.
Consulting Skills & Executive Presence• A Field Customer Consultant consults in all professional settings from executive to middle management to end-user levels.• When consulting, it is crucial that you can relate how to get the value of the solution that supports customer priorities and measure success.• Ability to deep dive into the solution for end-user day to day operations.• 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.
Creative Problem Solving and Strategic Approach to Driving Value to the Customer• Use deep product and industry knowledge to take a strategic, consultative, and individual approach with customers to help them achieve their goals.• Ability to conduct best practice, train the trainer, executive readout and change management sessions.• To be a consultant to our customers and prospects on driving change with the use of technology.• Both a self-starter in approach and execution and a valuable and dependable team member.• Ability to cultivate internal and external relationships and intuitively leverage resources in customer engagements.• Great attention to detail and documentation.
Product & Industry Expertise• A Field Customer Consultant is responsible for deep product knowledge across the entire agency suite of solutions.• Ability to ramp-up on products and their value quickly.• Support a culture of learning by adopting and train other team members on new product enhancements.• To be a student of the industry in constant mode of learning and being a thought leader to the Insurance Industry.• To be a self-starter when learning technology and applying value to the solution when presenting.
Cross-Departmental Collaboration• As a Field Customer Consultant, it is expected that you work cross-departmentally within Vertafore both leading and participating in special projects and initiatives.• Partner with Marketing, Product and Professional Services on regular basis.• Work with Product Management to help define product requirements collected from field experience.• Voice and advocate of our customer base with the ability to communicate information gathered from the field.• Ensure proper handoff to post sales activity to insure a successful implementation.
The Ideal Candidate• 3 + years pre-sales or consulting experience in enterprise software or related field• Insurance experience required. Operational role desired.• Experience with Vertafore products preferred.• Technical skills including Microsoft suite (Excel, Word, PowerPoint)• Strong knowledge of insurance agency, MGA and carrier operations• Able to perform in high stress situations.• Bachelor's Degree preferred or equivalent experience.
Additional Requirements and Details:

• Domestic travel required up to 50% of the time.
• Ability to work remotely 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.

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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)
• Education 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
• Vertafore is a Flexible First working environment which allows team members to work from home as often as you'd like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
• 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 - 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 [email protected]
Just a note, this contact information is for accommodation requests only.