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 Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows.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) - Famili…