Functional Consultant (P&C Insurance)

Functional Consultant (P&C Insurance)

About Convr: Convr is an AI underwriting, data, and intelligent document automation workbench built for commercial P&C insurers. We help carriers, MGAs, and brokers accelerate premium growth, improve risk insights, and drive operational efficiency.

Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows. Our modular platform manages underwriting from submission through quote with a purpose-built AI decisioning context engine – grounded in a commercial insurance ontology – ensuring complete data and smarter decisions, faster, while enabling a frictionless experience and superior performance. 

As we scale, we’re building a team shaping the future of commercial underwriting. Join us in modernizing commercial insurance with modern AI.

Role Overview: As a Functional Consultant, you will serve as the critical link between business needs and technical execution, helping customers translate complex underwriting workflows into scalable, AI-powered solutions. This is a highly visible, high-impact role for someone who enjoys both problem-solving and building—combining strong business analysis skills with a consultative, solution-oriented mindset. You will partner closely with customers from discovery through go-live and beyond, ensuring solutions are not only delivered—but drive measurable business outcomes.

The Functional Mindset: We’re looking for someone who brings the best of both Business Analysis and Functional Consulting:

• Structured in discovery: Able to clearly gather, document, and validate requirements with precision
• Solution-oriented: Moves beyond analysis to define and deliver practical, scalable solutions
• Comfortable with ambiguity: Navigates evolving requirements and finds a path forward
• Focused on outcomes: Constantly thinking about speed to value and business impact

You don’t just document what is—you help design what should be.

What You'll be Doing

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

Experience Requirements

• 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 & Compensation

• 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
  
• The final compensation will be determined by several factors, including location, experience, education, specialized skills, and industry expertise.

Why Join Convr? Joining our team means becoming a vital part of a high-growth, entrepreneurial mission to redefine the commercial insurance industry. We’ve traded corporate silos for radical transparency and a shared ownership mentality, ensuring that every voice is heard, and no one is just a number. We believe in the power of flexibility because we know life happens, and we empower our people with the autonomy to maintain a genuine work-life balance. As a team of experts striving for excellence, we will challenge you to develop your career and sharpen your craft alongside passionate colleagues who are committed to your success as they are to our collective impact.