Hiring: Field Customer Consultant Company: Vertafore Location: Colorado, United States Job Posted Time: 2026-09-16 11:57:02 Employment Type: Contract / Remote Target Skills & Keywords : Accessibility, Microsoft Excel, Microsoft PowerPoint About the job Experience: •5+ years of hands on experience with BenefitPoint or a comparable benefit management system, with deep expertise in navigating system functionality and workflows, along with the ability to effectively train, mentor, and guide others in its use. Required Skills: •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. •Demonstrated capacity 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. •Demonstrated capacity to present and relate cross-departmentally from Agency Operations, Commercial Lines, Personal Lines, Accounting & Finance, Employee Benefits and more. Qualifications: •Technical skills including Microsoft suite (Excel, Word, PowerPoint) •Strong knowledge of insurance agency, MGA and carrier operations •Able to perform in high stress situations. •3 + years pre-sales or consulting experience in enterprise software or related field •Insurance experience required. Operational role desired. •Bachelor’s Degree preferred or equivalent experience. •Travel required up to 50% of the time. •Demonstrated capacity 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. Compensation: •$140,000 - $160,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!