Principal Consultant

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.
• Aid with complex issue resolution and executive communications during critical customer engagements.

Pre-Sales & Solutioning

• 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.

Core Requirements And Responsibilities

• Be a subject matter expert with MGA Systems, its methodology, and P&C business operations.
• 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.
• Perform user acceptance testing with customers.
• Analyze post-implementation business operations to drive product adoption, improve business operations, refine best practices, identify new consultative opportunities.

Knowledge, Skills And Abilities

• Experience with the following:
• Supporting enterprise software implementations within the P&C insurance industry.
• Working with policy administration, underwriting, claims, billing, distribution management, and agency management platforms.
• Supporting pre-sales activities, including discovery, solution scoping, effort estimation, and SOW development.
• Mentoring consulting teams and leading cross-functional initiatives.
• Deep understanding of MGA operations, including underwriting workflows, delegated authority models, carrier relationships, distribution channels, and policy lifecycle management.
• Strong knowledge of P&C insurance business practices, independent insurance agency operations, and insurance accounting principles.
• Broad knowledge of business applications, content management solutions, and SaaS-based insurance technology ecosystems.
• Proven ability to lead customer-facing workshops, discovery sessions, and executive stakeholder engagements.
• Strong consulting, client relationship management, and stakeholder influence skills across all organizational levels.
• Demonstrated ability to navigate crucial conversations, manage conflict resolution, and drive alignment among cross-functional teams.
• Familiarity with Agile delivery methodologies and enterprise implementation frameworks.
• Knowledge of integrations, API-based architectures, and data migration strategies.
• Excellent written, verbal, and presentation communication skills.
• Strong organizational and prioritization skills with the ability to manage multiple initiatives and deadlines simultaneously.
• Demonstrated analytical thinking, problem-solving, and decision-making capabilities in complex environments.
• Ability to adapt quickly to change while developing creative and innovative solutions to customer and business challenges.

Qualifications

• 8+ years of experience in insurance technology consulting, professional services, or operational leadership roles.
• Bachelor’s degree in Business, Insurance, Information Systems, or related field preferred, or equivalent practical experience.
• Industry certifications or insurance designations are a plus.

Additional Requirements And Details

• Travel required up to 50% of the time.
• 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.