Technical Consultant II

$75,000 - $95,000 / year

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.

As a Technical Consultant at Vertafore, you'll play a pivotal role in delivering value to our clients by implementing technical configurations and offering tailored solutions to their business challenges. Your expertise will shape and enhance the experiences of our key clients, fostering strong relationships and contributing to the future growth of our team.

Working collaboratively across departments such as Customer Support, Account Management, Professional Services, and Product Management, you'll guide clients through their journey with us, ensuring their needs are met and exceeded. As part of a dynamic cross-functional team, you'll need to be proactive, adaptable, and service-oriented to excel in our fast-paced environment.

Delving into the technical intricacies of implementations will be your forte, and you'll relish the opportunity to devise innovative tools, processes, and solutions to tackle complex problems head-on. Consultant IIs will further enhance their expertise, applying deep product knowledge to address unique customer scenarios and identify best practices that can drive effectiveness across the board.

Core Responsibilities:

Essential job functions included but are not limited to the following:

·       Install, configure, and deploy software solutions in customer environments according to implementation standards and project plans.

·       Perform product upgrades, patches, and system migrations while minimizing customer disruption.

·       Troubleshoot installation, upgrade, and configuration issues, identifying root causes and implementing timely resolutions.

·       Collaborate with project managers, technical teams, product development, and customer stakeholders throughout implementation projects.

·       Support multiple concurrent customer implementations while effectively managing priorities, timelines, and deliverables.

·       Participate in implementation planning, technical design discussions, and risk identification.

·       Document installation procedures, technical configurations, and issue resolutions to ensure knowledge sharing and repeatability.

·       Provide technical guidance and best practices to customers during implementation and post-deployment activities.

·       Participate in scheduled weekend and after-hours work to support production implementations, upgrades, and critical customer events.

·       Escalate complex technical issues appropriately while maintaining ownership through resolution.

·       Continuously develop product expertise and stay current on new releases, features, and implementation methodology

Knowledge, Skills and Abilities:

·       Advanced written and verbal communication skills

·       Technically savvy with an interest in technology and in deepening technical and software knowledge