Principal Consultant

$100,000 - $150,000 + VIP bonus

#LI-Remote

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