Field Customer Consultant
Denver, CO · Remote
Consulting is an integral part of supporting our customer's success. We understand the initiatives ... It is all about the customer getting the most value from their investment in Vertafore solutions.

Denver, CO · Remote
Consulting is an integral part of supporting our customer's success. We understand the initiatives ... It is all about the customer getting the most value from their investment in Vertafore solutions.
Denver, CO · Remote
Consulting is an integral part of supporting our customer's success. We understand the initiatives ... It is all about the customer getting the most value from their investment in Vertafore solutions.
It is all about the customer getting the most value from their investment in Vertafore solutions ... Consulting Skills & Executive Presence * Ability to drive performance assessments and recommend ...
It is all about the customer getting the most value from their investment in Vertafore solutions ... Consulting Skills & Executive Presence * Ability to drive performance assessments and recommend ...
Denver, CO · Remote
Consulting is an integral part of supporting our customer's success. We understand the initiatives ... It is all about the customer getting the most value from their investment in Vertafore solutions.
New
Quick apply
Denver, CO · Remote
Consulting is an integral part of supporting our customer's success. We understand the initiatives ... It is all about the customer getting the most value from their investment in Vertafore solutions.
New
Montreal, QC · On-site
$110,000 - $120,000 On Target Earnings The insurance industry runs on Vertafore. We equip agencies ... Act as Solution Consultant for new clients during the sales process * Assist with challenging ...
Montreal, QC · On-site
$110,000 - $120,000 On Target Earnings The insurance industry runs on Vertafore. We equip agencies ... Act as Solution Consultant for new clients during the sales process * Assist with challenging ...
The Principal Consultant is a senior-level consulting role responsible for delivering strategic and ... Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write ...
The Principal Consultant is a senior-level consulting role responsible for delivering strategic and ... Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write ...
Denver, CO · Remote
$100,000 - $150,000 + VIP bonus #LI-Remote The insurance industry runs on Vertafore. We equip ... The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales ...
Denver, CO · Remote
$100,000 - $150,000 + VIP bonus #LI-Remote The insurance industry runs on Vertafore. We equip ... The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales ...
Denver, CO · Remote
The Principal Consultant is a senior-level consulting role responsible for delivering strategic and ... Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write ...
Quick apply
Denver, CO · Remote
The Principal Consultant is a senior-level consulting role responsible for delivering strategic and ... Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write ...
Denver, CO · Remote
$100,000 - $150,000 + VIP bonus #LI-Remote The insurance industry runs on Vertafore. We equip ... The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales ...
Denver, CO · Remote
$100,000 - $150,000 + VIP bonus #LI-Remote The insurance industry runs on Vertafore. We equip ... The Principal Consultant leads complex engagements, drives solution strategy, supports pre-sales ...
Montreal, QC · Remote
$110,000 - $120,000 On Target Earnings The insurance industry runs on Vertafore. We equip agencies ... Act as Solution Consultant for new clients during the sales process * Assist with challenging ...
Quick apply
Montreal, QC · Remote
$110,000 - $120,000 On Target Earnings The insurance industry runs on Vertafore. We equip agencies ... Act as Solution Consultant for new clients during the sales process * Assist with challenging ...
Windsor, CT · On-site
$122K - $160K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Windsor, CT · On-site
$122K - $160K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Windsor, CT · On-site
$122K - $160K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Windsor, CT · On-site
$122K - $160K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Farmingdale, NY · Hybrid
... through Vertafore, we lead at the intersection of innovation and trust, giving insurance ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Quick apply
Farmingdale, NY · Hybrid
... through Vertafore, we lead at the intersection of innovation and trust, giving insurance ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Okemos, MI · On-site
$80K - $100K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Okemos, MI · On-site
$80K - $100K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Melville, NY · On-site
$80K - $130K/yr
$80,000 - $130,000 / year #LI-Hybrid The insurance industry runs on Vertafore. We equip agencies ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Melville, NY · On-site
$80K - $130K/yr
$80,000 - $130,000 / year #LI-Hybrid The insurance industry runs on Vertafore. We equip agencies ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Okemos, MI · On-site
$80K - $100K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Okemos, MI · On-site
$80K - $100K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Farmingdale, NY · Hybrid
$90K - $120K/yr
$90,000 - $120,000 / year #LI-Hybrid The insurance industry runs on Vertafore. We equip agencies ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Farmingdale, NY · Hybrid
$90K - $120K/yr
$90,000 - $120,000 / year #LI-Hybrid The insurance industry runs on Vertafore. We equip agencies ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Denver, CO · Hybrid
... through Vertafore, we lead at the intersection of innovation and trust, giving insurance ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Quick apply
Denver, CO · Hybrid
... through Vertafore, we lead at the intersection of innovation and trust, giving insurance ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Farmingdale, NY · Hybrid
$90K - $120K/yr
$90,000 - $120,000 / year #LI-Hybrid The insurance industry runs on Vertafore. We equip agencies ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Farmingdale, NY · Hybrid
$90K - $120K/yr
$90,000 - $120,000 / year #LI-Hybrid The insurance industry runs on Vertafore. We equip agencies ... solutions, and ensure alignment between project goals and organizational priorities. As a key ...
Windsor, CT · On-site
$122K - $160K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Quick apply
Windsor, CT · On-site
$122K - $160K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
$111K - $147K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
Quick apply
$111K - $147K/yr
... solutions that fully meet customer expectations with no/minimal defects or rework. Although not a ... Additionally, you're a mentor and consultant, as well as a customer champion within Vertafore. Core ...
What is it like to work at Vertafore?
Do workers at Vertafore get paid breaks?
Does Vertafore pay people when they’re sick?
Is the health insurance from Vertafore affordable enough for their workers?
Do people get paid time off at Vertafore?
How easy is it to get time off at Vertafore?
How easy is it to take sick days at Vertafore?
Is working at Vertafore good if you’re a parent or caregiver?
Do people at Vertafore feel treated with respect by their managers?
Do people at Vertafore get to take their breaks without interruption?
Is it stressful to work at Vertafore?
Do people at Vertafore enjoy their jobs?
Do people at Vertafore recommend working with their team?
Do people get enough training when they start at Vertafore?
Do people think Vertafore’s headquarters understands what’s happening where they work?
Do workers feel well informed about how Vertafore is doing?

8.9
Based on 10 frontline employees who took The Breakroom Quiz
40th of 246 rated software companies
$140,000 - $160,000 + CX 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.
JOB DESCRIPTION
Consulting is an integral part of supporting our customer’s success. We understand the initiatives of the customer and consult to achieve the highest utilization of our solutions. We are best known for our diligent preparation and our ability to dig into customer’s issues. It is all about the customer getting the most value from their investment in Vertafore solutions. We do this by working on a team that will exceed our customer’s expectations with industry and product knowledge. The team works with new and existing customers and supports the Inside, Field, and Enterprise customers in the agency, MGA and Carrier insurance industry.
The Field Customer Consultant is comfortable being customer facing. They partner with our sales and professional services team to work with the largest agencies across the country. The ideal candidate brings deep Vertafore product knowledge and is an industry expert that exhibits excellent consulting skills with all levels of an organization. They understand how to recognize opportunities for improvement, communicate optimization efforts and execute on the plan.
Core Requirements and Responsibilities:
Product & Industry Expertise
A Customer Consultant is responsible for deep product knowledge across Vertafore’s agency suite of solutions with strong emphasis on management systems.
Support a culture of learning by staying current with new product releases.
Be a student and thought leader of the industry.
Be a self-starter when learning technology and its value to our customers.
Consulting Skills & Executive Presence
Ability to drive performance assessments and recommend areas of improvement for our customers.
Consult in all professional settings from executive to middle management to end-users.
Communicate how to get value from the solution that supports customer priorities and measure success.
Ability to present and relate cross-departmentally from Agency Operations, Commercial Lines, Personal Lines, Accounting & Finance, Employee Benefits and more.
Ability to both demonstrate product capability for sales opportunity as well as for adoption and utilization of products.
Other duties as assigned
Team Player & Collaborator
The Customer Consulting model is a team approach. Team culture is a top priority.
Work with multiple stakeholders to develop an assessment of business practices, product utilization and configuration of Vertafore solutions.
Has an ambitious attitude and loves to get their hands dirty to drive value for the customer.
Ensure proper handoff to post sales activity to ensure a successful implementation.
Cross-Departmental Collaboration
It is expected that you will work cross-departmentally within Vertafore both leading and participating in special projects and initiatives.
Partner with Marketing, Product and Professional Services on regular basis.
Voice and advocate of our customer base with the ability to communicate information gathered from the field.
Knowledge, Skills and Abilities:
Technical skills including Microsoft suite (Excel, Word, PowerPoint)
Strong knowledge of insurance agency, MGA and carrier operations
Able to perform in high stress situations.
Get the full story on Breakroom
Sourced by ZipRecruiter
Software development
1,001 - 5,000 Employees
Denver, CO, US
1969