Insurance Implementation Consultant

Job Summary

A company is looking for a Lead Implementation Consultant (Insurance).

Key Responsibilities

• Conduct deep-dive discovery sessions with agency stakeholders to understand workflows and processes
• Design project scopes and develop comprehensive Statements of Work (SOWs) defining project boundaries and deliverables
• Collaborate with Sales and Implementation teams to ensure seamless project handoff and delivery

Required Qualifications

• 5+ years of experience in Professional Services or Consulting, focusing on complex software implementations
• 5+ years of experience in the insurance industry with knowledge of agency workflows
• Bachelor's degree or equivalent work experience
• Ability to visualize complex projects and create actionable implementation plans
• Experience in managing client expectations and guiding stakeholders effectively