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Functional Consultant, P&C Insurance
ConvrFunctional Consultant translating complex underwriting workflows into scalable, AI-powered solutions. Engaging with customers from discovery through go-live to ensure impactful solutions.
Posted 5/2/2026full-timeSchaumburg • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- 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
- 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
- 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
- Plan and lead UAT cycles with business and technical stakeholders
- Manage defect tracking, gap analysis, and resolution
- Ensure readiness for production deployment
- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
functional consultingbusiness analysisimplementationunderwriting rulessubmission triageAI decisioning workflowsUATgap analysisSQLdata structures
Soft Skills
communicationcollaborationproblem-solvingprioritizationrisk managementcustomer advisoryworkflow optimizationleadershipadaptabilityattention to detail
Certifications
Bachelor’s degree in BusinessBachelor’s degree in Information SystemsBachelor’s degree in Computer Science