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Vertafore/AMS360 Agency Consultant – Remote – Full Time

Vertafore/AMS360 Agency Consultant

Kite Technology is expanding the scope of agency consulting services we offer to include Vertafore/AMS360 Consulting and we’re searching for an enthusiastic professional to join our team! 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.


  • Independently manage agency consulting engagements to the satisfaction of the client

  • Deliver consulting services including 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

  • 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

  • 3-5 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

  • Reliable home internet connection for video meetings and dedicated workspace

  • 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 work with various agencies across the US to improve their utilization of AMS360

  • 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

  • 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

Critical Success Factors for Successful Candidate

  • Consultative approach

  • Excellent communication skills

  • Mentality of teacher/coach

  • Process-oriented

  • Management perspective

  • Trustworthy/approachable

Kite Technology Group's Core Values

  • Relentlessly Solve Problems

  • Embody the Ideal Team Player

  • Deliver Extraordinary Client Service

  • Project Positivity

  • Always Ask “Why?”

  • Think Like An Owner

  • Honor Commitments

Tell Us About Yourself

Apply now

adam atwell

Adam Atwell

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.