Sr. Consultant
Vertafore · Denver, CO · 1 mo ago
Hybrid$90k–$120k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the job posting.
Key info:
- Salary: $90,000 - $120,000 / year (Pay). So we can include Pay section with that.
- About the role: The description: "The insurance industry runs on Vertafore..." etc. That's about the company and role. We'll put under About the role.
- Responsibilities: list of duties under "Core Requirements And Responsibilities" and bullet points after "Essential job functions included but are not limited to the following:" then many bullet-like sentences. We'll extract them as list items.
- Requirements / Qualifications: There's "Knowledge, Skills And Abilities" and "Qualifications". Also "Additional Requirements And Details". We need to decide sections: maybe "Qualifications" for education/experience, "Skills" for knowledge/skills abilities, "Requirements" maybe for additional details like travel, remote, lifting etc. But we should avoid thin sections. We can combine.
We need to preserve all substantive info, not invent.
We must not repeat job title as heading. Not include Job ID.
We must remove boilerplate: EEO, legal, drug free workplace, etc. Also remove duplicated lines, application instructions, etc.
We must not include sections with filler like "commensurate with experience". Not present.
We need to output only HTML fragment.
Let's extract content.
First, About the role: The paragraph starting "The insurance industry runs on Vertafore..." up to maybe before "As a Senior Consultant..." Actually that is part of role description. Let's capture a concise but full paragraph: "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 Senior Consultant on the Professional Services team, you will serve as a trusted advisor, partnering with customers to deliver successful software implementations from project kickoff through go-live. You will leverage your expertise in system configuration, data conversion, training, and business process consulting to help customers achieve their business objectives and maximize the value of their investment. Working closely with customers, project teams, and both internal and external stakeholders, you will gather requirements, design solutions, and ensure alignment between project goals and organizational priorities. As a key member of the MGA Professional Services team, you will combine technical knowledge with business acumen to drive project success, deliver exceptional customer experiences, and serve as the primary resource accountable for the successful implementation of assigned projects. You will be responsible to work with customers and internal teams alike on a daily basis to configure and implement SaaS based software."
That's a lot but we can keep.
Now Responsibilities: The list after "Core Requirements And Responsibilities Essential job functions included but are not limited to the following:" then each sentence starts with a verb. We'll make
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the job posting.
Key info:
- Salary: $90,000 - $120,000 / year (Pay). So we can include Pay section with that.
- About the role: The description: "The insurance industry runs on Vertafore..." etc. That's about the company and role. We'll put under About the role.
- Responsibilities: list of duties under "Core Requirements And Responsibilities" and bullet points after "Essential job functions included but are not limited to the following:" then many bullet-like sentences. We'll extract them as list items.
- Requirements / Qualifications: There's "Knowledge, Skills And Abilities" and "Qualifications". Also "Additional Requirements And Details". We need to decide sections: maybe "Qualifications" for education/experience, "Skills" for knowledge/skills abilities, "Requirements" maybe for additional details like travel, remote, lifting etc. But we should avoid thin sections. We can combine.
We need to preserve all substantive info, not invent.
We must not repeat job title as heading. Not include Job ID.
We must remove boilerplate: EEO, legal, drug free workplace, etc. Also remove duplicated lines, application instructions, etc.
We must not include sections with filler like "commensurate with experience". Not present.
We need to output only HTML fragment.
Let's extract content.
First, About the role: The paragraph starting "The insurance industry runs on Vertafore..." up to maybe before "As a Senior Consultant..." Actually that is part of role description. Let's capture a concise but full paragraph: "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 Senior Consultant on the Professional Services team, you will serve as a trusted advisor, partnering with customers to deliver successful software implementations from project kickoff through go-live. You will leverage your expertise in system configuration, data conversion, training, and business process consulting to help customers achieve their business objectives and maximize the value of their investment. Working closely with customers, project teams, and both internal and external stakeholders, you will gather requirements, design solutions, and ensure alignment between project goals and organizational priorities. As a key member of the MGA Professional Services team, you will combine technical knowledge with business acumen to drive project success, deliver exceptional customer experiences, and serve as the primary resource accountable for the successful implementation of assigned projects. You will be responsible to work with customers and internal teams alike on a daily basis to configure and implement SaaS based software."
That's a lot but we can keep.
Now Responsibilities: The list after "Core Requirements And Responsibilities Essential job functions included but are not limited to the following:" then each sentence starts with a verb. We'll make - for each.
List items:
- Lead the implementation efforts for complex projects, including requirement gathering, analysis, documentation, and execution of business needs, functional and non-functional specifications, use cases, and process flows
- Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing, training, and delivery
- Execute data conversion tasks, author project deliverables, and provide application configuration consulting throughout the project lifecycle
- Work with the technical implementation team to ensure technical requirements are understood and completed
- Work closely with product and engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization
- Collaborate with project sponsors and stakeholders to ensure a thorough understanding of business objectives and technical solutions, aligning them with overarching PS goals
- Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality
- Participate in project planning, scoping calls, and estimation activities, providing valuable insights and contributing to project scope definition, which will include writing statements of work (SOWs)
- Understand customer needs and translate them into configurable requirements and implement them successfully
- Excellent relationship-building skills to effectively collaborate with partners across all levels of the organization to understand their business, challenges and opportunities
- Proven ability to produce high-quality deliverables, including clear and concise business documents, reports, and presentations
- Conduct thorough research and analysis to identify process improvement opportunities and provide recommendations for optimizing project delivery
- Collaborate with cross-functional teams, including development and QA as well as other project/program managers, to ensure successful implementation of projects
- Proactively identify and address project issues, risks, and dependencies to mitigate potential challenges and ensure project success
- Detail-oriented mindset with the ability to manage multiple priorities and meet project deadlines
- Facilitate effective communication and knowledge sharing among project team members and stakeholders
- Mentor and guide other consultants, providing support, feedback, and sharing best practices to enhance their skills and performance
- Stay up to date with industry trends, best practices, and emerging technologies related to business analysis and software development
- Adaptability and flexibility to thrive in a dynamic and fast-paced software development environment
Note: Some items like "Excellent relationship-building skills..." are more skill than responsibility but they appear in that list; we keep as is.
Now Knowledge, Skills And Abilities section: list of bullet-like sentences.
We'll extract:
- MS Office Applications
- Working knowledge of backend development systems
- Strong knowledge of Agile development methodologies
- Exceptional communication (verbal and written) and interpersonal skills, with the ability to build relationships with technical and non-technical stakeholders both internally and externally facing
- Proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
- Expertise in requirement gathering techniques, documentation standards, and software implementations
- Strong analytical and problem-solving abilities, with a detail-oriented mindset
- Ability to effectively prioritize workload and tasks to meet deadlines
- Excellent presentation and communications skills, both written and verbal
- Outstanding time management skills
- Ability to effectively solve problems, react to situations decisively and effectively
- Flexible, easily adaptable to change, creative and innovate
Now Qualifications: list:
- BA/BS degree or equivalent practical experience
- 5+ years of experience working as a Consultant in the MGA insurance industry
- 5+ years of experience in a Professional Services organization
- Strong knowledge of insurance business practices and structure
- Broad knowledge of policy administration systems, raters, and other insurance business applications
- Experience managing or working with enterprise customers
- Knowledge of insurance accounting practices preferred
- Knowledge of insurance industry-specific standards and regulations preferred
- Experience in facilitating workshops and conducting user interviews preferred
- Familiarity with project management methodologies and frameworks (e.g., PMBOK) preferred
Now Additional Requirements And Details:
- Travel required up to 10% of the time
- Ability to work remote 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
We could put these under a section like "Additional Details" or maybe "Requirements". But we already have Qualifications and Skills. Perhaps we can put these under "Requirements" as they are job requirements. However we already used "Requirements" heading? Not yet. We could have a section "Requirements" for these additional details. But we also have "Qualifications" and "Skills". The instruction: Prefer a few substantive sections over many thin ones. So maybe combine Qualifications and Skills into one "Qualifications" section? But they'd be separate lists. Could have "Qualifications" containing both education/experience and skills. However they'd be mixed. Better to have separate sections: "Qualifications" (education/experience) and "Skills" (knowledge, skills, abilities). Additional details like travel, remote, lifting could go under "Requirements" or maybe under "Qualifications" as well. But we already have Qualifications for education/experience; we could add those details there as bullet points. That would make Qualifications section longer but still substantive.
Alternatively, we could have a section "Additional Requirements" for travel etc. That's also substantive.
We need to avoid too many sections. Let's decide: We'll have sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. Benefits: we have some benefits described in "Why Vertafore is the place for you:" sections for Canada and US. There's a lot of benefit details. We should include Benefits section with those details. However we need to avoid duplication: there are two blocks: Canada Only and US Only. Since the job likely US? Not specified but includes both. We'll include both as benefit items.
We need to extract benefits:
From Canada Only block:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition
From US Only block:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options: Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)
We should deduplicate similar items: "The opportunity to work in a space where modern technology meets a stable and vital industry" appears twice; we can keep once.
Also "Medical, vision & dental plans" appears both.
We'll combine into a single Benefits section with bullet list.
Pay: $90,000 - $120,000 / year.
Schedule: Not explicitly stated. There's mention of flexible work environment, remote, office, travel. No explicit schedule like full-time, hours. So we should not create Schedule section because no specific content.
Now we need to output HTML fragment with headings
and - for lists,
for prose.
We must not include any markdown fences.
Let's craft.
Structure:
About the role
... (the paragraph)
Responsibilities
- ...
...
Qualifications
- BA/BS degree
and - for lists,
for prose.
We must not include any markdown fences.
Let's craft.
Structure:
About the role
... (the paragraph)
Responsibilities
- ...
...
Qualifications
- BA/BS degree
for prose. We must not include any markdown fences. Let's craft. Structure:
About the role
... (the paragraph)
Responsibilities
- ... ...
Qualifications
- BA/BS degree