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Vertafore/AMS360 Agency Consultant – Remote – Full Time
Kite Technology is actively expanding our agency consulting service offerings to include Vertafore/AMS360 Consulting—and we’re searching for an enthusiastic professional with excellent communication skills to join our team!
As our Vertafore/AMS360 Consultant, you will provide expert consulting on the AMS360 agency management system. This includes coaching and mentoring our clients with tasks ranging from successfully migrating to AMS360, to maximizing the value of their AMS360 investment.
Your primary role as a Consultant is to understand your clients’ specific agency management priorities and requirements, then recommend system configurations and workflows that will optimally meet your clients’ objectives. You will have the freedom to recommend and deliver solutions suited to your clients’ needs.
Independently manage agency consulting engagements to the satisfaction of your client.
Deliver consulting services with the mindset of a coach. This includes management recommendations, workflow development, system configuration, and end user training.
Maintain real-time documentation of consulting activities for the purpose of recording progress and ensuring accurate client billing.
Possess in-depth knowledge of AMS360 and stay up-to-date on insurance agency management trends.
Job is primarily remote. Some travel for marketing events or sizable clients is optional.
Base = $80,000-$100,000 annually, based on experience
Remote work
Unlimited Paid Time Off
Health, Vision, and Dental Insurance Options
Simple IRA
Opportunity to work with various agencies across the US to improve their utilization of AMS360.
Consultants can focus on using and honing their skills and leave marketing, sales, billing, and administration to teammates dedicated to those areas.
Personal development is encouraged, including continuing education and attendance at major conferences (e.g. NetVU Accelerate and Spark). Your personal and career growth is important to us.
work with your teammates in an environment of teamwork and support.
Outstanding management and accountability processes to maximize the contribution of our teammates and their opportunity to share in our success.
At Kite Technology, we aim for a culture that delivers “WOW” to not only our clients, but also our staff. We believe in investing in people, one relationship at a time.
The following are our organization’s core values. They are the most important traits that every KiteTech employee must have and exhibit. These principles guide how we work and grow our company, as well as guide how we interact with each other and our clients.
Relentlessly Solve Problems
Embody the Ideal Team Player
Deliver Extraordinary Client Service
Project Positivity
Always Ask “Why?”
Think Like an Owner
Honor Commitments
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
