Our Firm



Senior Consultant, Professional Services


Vertafore | Professional Services | Denver, CO

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 Benefit Point 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

Vertafore develops and delivers software to the Insurance industry, helping to our clients save time and money.  In support of our products and our clients, the Consultant will:
• Be a subject matter expert with Benefit Point, its methodology, and P&C business operations
• Be part of project teams implementing Benefit Point 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

Skills & Requirements


Knowledge, skills and abilities
• 3+ years of experience working as a Consultant in the P&C insurance industry
• 3+ years of experience in a Professional Services organization in a customer-facing role
• Strong knowledge of P&C 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



Travel up to 30%

WHY VERTAFORE: Be part of the transformation, unleash your potential and make an impact!

Over the past 40 years, Vertafore has advanced the business of insurance by bringing together the best software in the industry to help agencies, carriers, and MGAs run their organizations. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, cut costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore helps our customers deliver exceptional value to their clients with innovative, intuitive, and comprehensive products and services. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most.

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 equal employment. Visit http://www.vertafore.com/careers today!