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

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)

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

Functional Consultant, P&C Insurance

Key skills