Technical Consultant II

$75,000 - $95,000 / year

About the role

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. As a Technical Consultant at Vertafore, you'll play a pivotal role in delivering value to our clients by implementing technical configurations and offering tailored solutions to their business challenges. Your expertise will shape and enhance the experiences of our key clients, fostering strong relationships and contributing to the future growth of our team.

Working collaboratively across departments such as Customer Support, Account Management, Professional Services, and Product Management, you'll guide clients through their journey with us, ensuring their needs are met and exceeded. As part of a dynamic cross-functional team, you'll need to be proactive, adaptable, and service-oriented to excel in our fast-paced environment. Delving into the technical intricacies of implementations will be your forte, and you'll relish the opportunity to devise innovative tools, processes, and solutions to tackle complex problems head-on.

Responsibilities

• Install, configure, and deploy software solutions in customer environments according to implementation standards and project plans.
• Perform product upgrades, patches, and system migrations while minimizing customer disruption.
• Troubleshoot installation, upgrade, and configuration issues, identifying root causes and implementing timely resolutions.
• Collaborate with project managers, technical teams, product development, and customer stakeholders throughout implementation projects.
• Support multiple concurrent customer implementations while effectively managing priorities, timelines, and deliverables.
• Participate in implementation planning, technical design discussions, and risk identification.
• Document installation procedures, technical configurations, and issue resolutions to ensure knowledge sharing and repeatability.
• Provide technical guidance and best practices to customers during implementation and post-deployment activities.
• Participate in scheduled weekend and after-hours work to support production implementations, upgrades, and critical customer events.
• Escalate complex technical issues appropriately while maintaining ownership through resolution.
• Continuously develop product expertise and stay current on new releases, features, and implementation methodology.

Requirements

• BA/BS degree preferred or comparable experience.
• Minimum 3 years of work experience in a technical, customer-focused environment.
• Insurance industry experience helpful.
• Proficiency in writing advanced SQL queries, as well as the ability to create SQL functions and stored procedures.
• Experience with C, .NET, Java, PowerShell would be a plus.
• 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.

Skills

• Advanced written and verbal communication skills.
• Technically savvy with an interest in technology and in deepening technical and software knowledge.

Benefits

Canada Only

• 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

US Only

• Flexible First work environment (combination of remote and in-office work depending on job responsibilities)
• Medical, vision & dental plans (PPO & high-deductible options)
• Health Savings Account & Flexible Spending Accounts (Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA)
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plan & 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)

The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and active status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and active status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.