Implementation Consultant Vertafore, Inc.
THIS JOB HAS EXPIRED Summary
As an active member of the Vertafore Professional Services team, the Implementation Consultant plays a key role in the success of client implementations and deployments of Vertafore?s cloud-based and on-premise software solutions.
Vertafore Consultants perform a wide variety of tasks including performing Client workshops, business process/task/workflow analysis, creating user flow diagrams/documentation, mapping analysis results to configure into Vertafore?s product offering, scripting, user acceptance testing, training, project lead/management, complex technology/system consulting, and related project tasks.
To be a successful candidate the Consultant must have the following key skills and experience:
a) Strong business analysis and processing engineering expertise as a lead consultant
b) Excellent Client-facing presence, presentation skills, and able to deal with complex Client project situations
c) Broad and deep knowledge of enterprise technology, software applications, backend systems, middleware, client applications, documentation management solutions, network/hardware systems, etc.
d) Extensive experience with the insurance business and technology solutions used at insurance agencies and carriers
In addition, the Consultant must have a passion for excellence, a team player, results driven, excellent English verbal/speaking skills, technical skills, past consulting/implementation experience, and is a consummate professional.
Implementation Consultant Position Responsibilities include:
Server as the lead Consultant through all stages of a new product implementation or add-in implementation project
Proficient in USA insurance agency and carrier work practices, terminology, business practices, workflows, task assignments, insurance personnel roles, etc.
Learn and become proficient in Vertafore?s software products, both in-house and on-line versions, including Vertafore Agency Platform, AMS360, WorkSmart, ImageRight, and Engage.
Review the signed Statement of Work (SOW) and create implementation plans based on the SOW timelines, SOW information, Client objectives, and services required.
Participate in providing implementation and consulting services on-site and remotely (via WebEx?s and video/audio conferences) with Vertafore Clients during a Client project.
Provide task and project communication to the Vertafore Project Lead/Project Manager of Client projects.
Be able to lead a project as the acting Vertafore Project Manager on implementation projects.
Participate in, and be able to conduct project kickoff meetings to review the effort needed to successfully implement the Vertafore product suite with the client and within the scope of the SOW.
Participate and oversee workshops with the Vertafore Client to design and adapt the Vertafore software to the Client specifications.
Create workflow processes and become proficient in scripting WorkSmart and ImageRight workflows (vbScript).
Communicate clearly and confirm understanding with Client representatives to review automated workflows and revise/modify workflows interactively and iteratively with Client representative until the workflow satisfies the Consultant/Client?s requirements.
Conduct Client User Acceptance Testing (UAT) to confirm the system setup is designed to meet customer expectations and successfully get signoff from the Client.
Perform occasional remote training and go-live assistance for Client projects.
Work on change orders or additional service requests from existing Clients.
Maintain detailed knowledge of insurance industry dynamics and departmental procedures.
Demonstrate excellent presentation, communication and organizational skills.
Ability to work on multiple projects, initiatives, script development tasks, etc. at the same time and to comply with the deliverable deadlines for any/all of those projects and tasks.
Ability to travel routinely to domestic Client office locations
WHO ARE YOU?
You love helping people, you are curious and you are constantly looking for opportunities to learn new things.
You have a strong Customer Service focused attitude.
You have up to date technical skills.
You have the ability to learn rapidly and fully utilize all resources available to attempt self-sufficiency
You have strong verbal and written communication skills. Ability to discuss our software and its use with non-technical people
You possess flexibility to work effectively with different types of clients ranging from small shops to organizations with more than 1000 people of varying positions
You consider yourself having strong analytical and problem solving skills
Domestic travel up to 75%.
Qualifications and Requirements
Minimum 2 years as a technical consultant, or enterprise solution implementer with customer facing or equivalent experience
Knowledge of the USA insurance industry: Agency, Carrier, MGA,, Broker, or Reinsurance. Familiarity with Commercial Lines, Personal Lines, Benefits department operations, and the policy issuance and claims process.
Strong consulting/professional services experience with enterprise software company in the insurance industry, or software/computer consulting experience in the insurance industry
Business process, analysis, and workflow experience with insurance agencies and carriers
Excellent, demonstrable customer-facing experience working with clients; collaboration skills working with internal sales, project managers, software developers, trainers, etc.
Expertise in multiple technologies including vbscript, .net, Oracle BPM, Oracle SOA Suite/Service Bus, SQL queries, MS Sharepoint and other front end and back end technologies
Prior experience with ImageRight, WorkSmart or AIM management system would be a plus.
Demonstrated competence with current enterprise class server operating systems, storage options, moderate networking skills, Windows Active Directory (AD) security, database server management, remote VPN access, and backup methodologies
Understanding of the Software Development Lifecycle (SDLC), systems integration, data conversion & migration.
Strong vbScripting ability.
Strong SQL querying ability.
Ability to install application programs on Server and End User PCs. Ability to troubleshoot faulty installs nice to have.
Consulting experience managing project schedule, budget, and scope nice to have.
Bachelor degree or equivalent.
Past experience in business process analysis, business process engineering, document workflow, task management and workflow analysis as part of an enterprise software implementation
Strong client facing project experience.
Experience with challenging client projects experience
Can provide multiple examples of dealing with difficult customer situations (both success and failures experienced)
Presents strong logic and has clear persuasive argument abilities
Excellent English speaking and English verbal skills
Breadth of experience and knowledge of enterprise software solutions expertise and strong understanding of software functionality in enterprise solutions
Wide range of technologies including backend systems, middleware, data exchange, document/content management, client applications
Hands-on scripting, SQL query, and related experience; and understanding how scripts/queries related to the total system, solution, workflows, etc.
Ability to write code and perform QA testing of their own code to ensure that the code is bug free, represents the requirements of the workflow, is written to be highly efficient, and will be accepted by Vertafore?s Client.
Insurance industry and insurance software systems expertise (agency and/or carrier)
Document management expertise
Competence with current Windows operating systems, browser applications, mobile applications, and networking/hardware fundamentals.
PMP certification and understanding of project management activities.
Ability to multi-task, work independently and work in a team environment with no on-site supervision
Knowledge of software troubleshooting and software support techniques
Appropriate judgment within defined procedures and policies to determine appropriate action
Frequent interaction with supervisors, project leads, project managers, Client representatives, best practice leaders, and functional peer groups.
Strong knowledge of software development and scripting
Understanding of general business issues including external factors that impact the business and industry
Demonstrated ability to follow sound business ethics when executing job responsibilities to build and maintain management confidence
Strong technical skills ? Word, Excel, MS Office, Visio, & PowerPoint
Experience with enterprise network resources like SharePoint, VPN access, Active Directory security, & custom web based management tools
Report preparation and analysis
Use of a hi-tech computer, software and related office equipment
Vertafore Company Overview
Vertafore, Inc. is a leading provider of software and information to the insurance industry including independent agents, brokers, MGAs, carriers and reinsurers. For more than 30 years, Vertafore has leveraged a unique industry presence to deliver meaningful solutions?powerful technology, critical information and robust insights to help organizations effectively respond to business challenges and capture new opportunities. Vertafore solutions have helped more than 17,000 customers and 500,000 end users gain a competitive advantage to accelerate their business performance.
Currently, over 1,200 employees nationwide, with continued growth plans well into the future. Our corporate headquarters are in Bothell, WA with offices nationwide. We offer competitive compensation and benefit packages along with 18 days PTO/10 paid holidays, free parking and company sport teams and much more. Vertafore is a strong advocate of training, development and work-life balance.
The Implementation Consultant works in conjunction with Client?s business and technical teams to understand their business needs and to configure their agency management system solution and other software system solutions. The Implementation Consultant provides consulting on insurance best-practice?s, resolves issues, as well as performs end-user and system administrator training in support of the Vertafore?s product solutions.
||Bothell, WA |
THIS JOB HAS EXPIRED