Functional Consultant, P&C Insurance
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Job Description
Functional Consultant linking business needs with technical execution in AI underwriting solutions for commercial P&C insurers. Responsible for business analysis, solution design, and customer engagement.
Responsibilities:
- Business & Solution Analysis: Lead discovery sessions to understand underwriting workflows, data structures, and business goals; Translate requirements into clear functional designs, user stories, and solution specifications; Challenge assumptions and recommend improvements aligned to industry best practices
- Solution Design & Configuration: Design and configure solutions within the Convr platform, including underwriting rules, submission triage, and AI decisioning workflows; Partner with Engineering to ensure solutions are scalable, efficient, and aligned to customer needs
- Implementation & Delivery: Drive end-to-end implementation activities from onboarding through go-live; Manage priorities, timelines, and risks using tools like Jira; Ensure a smooth transition from design to execution with a strong focus on quality and speed
- User Acceptance Testing (UAT): Plan and lead UAT cycles with business and technical stakeholders; Manage defect tracking, gap analysis, and resolution; Ensure readiness for production deployment
- Customer Engagement & Value Realization: Act as a trusted advisor to customers, identifying opportunities to improve workflows and outcomes; Partner with Customer Success to drive adoption and long-term value; Continuously look for ways to optimize and expand how customers use the platform
Requirements:
- Bachelor’s degree in Business, Information Systems, Computer Science, or related field
- 3–5+ years of experience in Functional Consulting, Business Analysis, or Implementation roles within SaaS or enterprise software
- Strong experience in Commercial P&C Insurance and understanding of the underwriting lifecycle (submission through quote)
- Proven ability to translate business requirements into functional solutions
- Experience supporting software implementations, including UAT and go-live
- Excellent communication skills with the ability to work across business and technical teams
- Proficiency with tools like Excel and Jira (or similar)
- Familiarity with data structures, SQL, or AI-driven platforms (A Plus)
Benefits:
- Remote work opportunities
- Flexible Paid Time Off
- Company Paid Holidays
- Insurance Coverage (medical, dental, vision, short-term & long-term disability, life insurance, and accident coverage)
- 401K
- Paid Parental Leave
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