Vertafore AMS360 Consultant

Why KiteTech Consulting?

Kite Technology is a leading IT and business process advisor for insurance agencies nationwide. As part of the KiteTech Consulting team, you will have the freedom to create innovative solutions to help agencies maximize their effectiveness. You will join a team of similarly motivated experts who are passionate about delivering high quality services to insurance agencies across the U.S.

Job Description

The purpose of the Vertafore/AMS360 Consultant position is to provide expert consulting on the AMS360 agency management system to assist insurance agencies in successfully migrating to AMS360 and/or maximizing the value of AMS360 for their agency. The primary role of the Consultant is to understand the specific agency management priorities and requirements of the client and recommend system configurations and workflows that will optimally meet the client’s objectives. The Consultant will have the freedom to recommend and deliver solutions suited to the clients' needs.

Expectations/Responsibilities

• Independently manage agency consulting engagements to the satisfaction of the client
• Deliver consulting services including management recommendations, workflow development, system configurations, and end user training
• Maintain real-time documentation of consulting activities for the purpose of recording progress and ensuring accurate client billing
• Maintain in-depth knowledge of AMS360 and insurance agency management trends
• Job is primarily remote. Some travel for marketing events or sizable clients is optional.

Non – Negotiable Requirements

• 2-3 years of experience consulting on AMS360 or working as the AMS360 subject matter expert within an agency of 20 or more users
• Proficient with general office applications
• Experience successfully working autonomously and collaboratively with a team
• Professional written and verbal communication
• Strong organizational, presentation, and customer service skills
• Willingness and experience employing all elements of virtual meeting tools (i.e. cameras, meeting software, self-service appointment setting) to maximize the virtual consulting experience for clients
• Self-motivated and agile

Preferred Candidate Attributes

• 8+ years’ experience in the insurance agency industry either working for an agency or providing services to agencies.
• Active and visible in the NetVU Community
• AMS360 accounting experience
• Management/supervisory experience
• Experience with a proven process for building trust and confidence of management personnel within independent insurance agencies
• Bachelor’s degree

Compensation & Benefits

• Base = $80,000-$100,000 based on experience
• Health Insurance
• Paid Time Off
• Simple IRA

Best Reasons to Work at Kite Technology

• Opportunity to make a difference helping agencies improve
• Amazing teammates and leadership promote an environment of teamwork and camaraderie
• Consultants can focus on consulting and honing their skills leaving marketing, sales, billing, and administration to teammates gifted in those areas
• Personal development is encouraged including attendance at major conferences (e.g. NetVU) and continuing education

Critical Success Factors for Successful Candidate

• Consultative approach
• Excellent communication skills
• Mentality of teacher/coach
• Process-oriented
• Focus on big picture, but willing to sweat the details
• Trustworthy/approachable