Customer Consultant II at Vertafore

| Greater Denver Area
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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.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

Core Requirements and Responsibilities:

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

  • Help customers reach their business objectives with various Vertafore products like RiskMatch, IsurLink, PL Rating and Reference Connect
  • Ability to conduct best practice, train the trainer, executive readout and change management sessions to drive utilization of Vertafore solutions.
  • Understand what customers are missing in their business and work to increase their bottom-line using Vertafore products and analytics tools.
  • Create and manage scorecards to measure customers adoption of Vertafore products.
  • Develop new playbooks to help customers use RiskMatch and other Vertafore products and apply learnings from the tools to their business.
  • Maintain an understanding of current insurance industry and data and analytics trends. 
  • Stay abreast of changes in the functionality of the product platforms and the value that they generate for users.
  • Conduct web-based platform demonstrations for clients, and work with leadership teams to continuously refine and improve the platform demonstration process.
  • Facilitate, create, and design web-based and face-to-face user-based training sessions for Vertafore customers.
  • Work with leadership to monitor the effectiveness of training as well as the adoption and usage of learned tools and practices

Knowledge, Skills and Abilities:

  • Ability to adapt to fast paced and changing situations.
  • Customer centric, empathetic, and driven to make a difference for our agency partners.
  • Able to work cooperatively as part of a team
  • Desire to continue to develop skills and knowledge
  • Excellent communication skills, both written and verbal
  • Articulate and well-spoken with excellent phone and email etiquette
  • Insurance industry experience preferred

Qualifications:

  • 3+ years experience in project management, onsite training, or consulting experience preferably in a SaaS or Data Analytics company or experience in the insurance industry space
  • Experience working with executives at large ($100M+) companies
  • Strong ability to problem solve and communicate complex ideas in an accessible way
  • Proficiency with desktop applications such as PowerPoint, Excel, and Word. Ability and willingness to keep up with new forms of communication, and the latest technology tools. SQL a plus.
  • Strong interpersonal skills with the proven ability to effectively engage and influence at all levels
  • Strong attention to detail and ability to adapt to change

Additional Requirements and Details:

  • Travel required up to 10% 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.

*Our offices are currently closed due to COVID-19 and are scheduled to re-open mid 2021.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

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Technology we use

  • Engineering
    • .NETLanguages
    • AWS (Amazon Web Services)Languages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases

Location

Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Friends outside of work
Eat lunch together
Intracompany committees
Vertafore offers opportunities to join several committees, including Women of Vertafore, LGBTQ+, etc.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental Benefits
Our dental plan covers $1500 of expenses per person.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health Insurance Benefits
Vertafore offers three different health plans to meet the needs of our employees.
Life Insurance
Pet Insurance
We offer a Pet Insurance plan through Nationwide.
Wellness Programs
Onsite Gym
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provides 6 weeks of leave for the secondary caretaker.
Family Medical Leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Vertafore hosts company outings annually.
Game Room
Stocked Kitchen
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some Meals Provided
We provide free breakfast on Mondays and Fridays.
Happy Hours
Recreational Clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Vertafore's mentorship framework is an independently led experience between a mentee and a mentor. Resources are ongoingly provided to start this relationship and keep it successful & valuable.
Online course subscriptions available

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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