Implementation Consultant
RemoteUnited States
Job Summary
Translate client requirements into process designs, support solution configuration, and own comprehensive documentation for policy checking, certificate issuance, and renewal prep. Lead kickoff meetings as the primary onboarding contact, coach stakeholders through change management, and develop Standard Operating Procedures for internal teams. Manage the formal handover to Operations, ensuring workflows are understood and contractual milestones are aligned. Proactively identify risks, escalate issues, and channel lessons learned to improve delivery playbooks and solution design. This role supports Patra's insurance industry clients by driving rapid, high-quality implementation adoption and operational readiness.
Required Qualifications
- Direct, hands-on experience in property and casualty policy servicing workflows within an agency, broker, wholesale, or carrier environment
- Experience in insurance accounting, operations, Insurtech, financial services, or business process management
- Familiarity with agency management systems, accounting platforms, workflow tools, and other insurance-specific technologies
- Exceptional project management skills
- Highly organized, methodical, and able to manage multiple moving parts to ensure a high-quality result
- Experience in a client-facing implementation consultant, project management, technical onboarding, employee benefits administration, or insurance operations (retail and wholesale) role
- Proven ability to manage complex B2B projects, ideally in retail or wholesale insurance operations, accounting services, professional services, financial services, Insurtech, or business process outsourcing environments
- Strong client-facing communication skills
- Ability to build trust, manage expectations, and train diverse stakeholders
- A highly collaborative, cross-functional mindset to balance client demands with internal operational considerations
- A 'hands-on' problem solver who can navigate business challenges
Desired Qualifications
- PMP or other project management certification
- Experience with common project management tools and platforms
- Proven experience working with global or offshore teams (APAC-based a strong plus)
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