Client Advisory Services Manager

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Design, develop, and sustain the customer maturity assessment framework and methodology.

• Supervise the creation of assessment content, customer engagement, and measurable business outcomes.

• Construct customer-oriented assessments, scorecards, roadmaps, and actionable business recommendations.

• Collaborate with regional leadership to ensure consistency in assessments, uphold quality standards, and promote continuous improvement.

• Build and lead a high-performing team of insurance subject-matter experts.

• Encourage expertise, innovation, and collaborative problem-solving.

• Enhance team capabilities in complex Earnix implementations and advanced use cases.

• Act as a Center of Excellence for realizing customer value.

• Provide guidance to PS Consultants on intricate, non-standard implementations and innovative methodologies.

• Share specialized insights to elevate implementation quality throughout the PS organization.

• Discover opportunities to enhance customer value realization.

• Guide customers through assessments to improve pricing strategies, underwriting processes, and competitive positioning.

• Ensure engagements yield tangible value through process optimization, pricing enhancements, or operational efficiency.

• Collaborate with account teams on strategies for customer success and renewals.

• Identify and define advisory projects linked to measurable outcomes.

• Conduct advisory engagements that validate recommendations, strengthen customer relationships, and develop scalable offerings.

⛳️ Requirements

• Extensive insurance industry knowledge with 12+ years of progressive experience in P&C insurance operations, pricing, or underwriting (or equivalent in insurance-related consulting).

• 5+ years of consulting experience in insurance, focusing on designing and executing process assessments, constructing maturity models, and formulating strategic recommendations for insurers regarding pricing and underwriting transformations.

• Strong customer-facing communication skills to convey complex technical and analytical concepts into clear business value for C-suite and operational teams.

• Experience in program and project management.

• Comprehensive knowledge of cross-functional insurance processes encompassing pricing, underwriting, and other insurance functions.

• Skills in data analysis and business acumen.

• Expertise in training and knowledge transfer.

• Proficiency in presentation tools and documentation.

• Strategic vision and insights into the transformation of the insurance industry.

• Demonstrated leadership at the team level with a focus on building, developing, and retaining high-performing technical teams.

• Executive presence and the ability to influence cross-functional partners.

• Intellectual curiosity and a mindset geared towards continuous improvement.

• Empathy for customers combined with strong business rigor.

• Attention to quality and consistency while managing change across regions.

• Orientation towards collaboration and partnership.

• Capability in coaching and mentoring.

• Resilience and adaptability in a rapidly changing SaaS environment.

🏝️ Benefits

• Comprehensive health insurance coverage.

• Flexible working hours and remote work options.

• Professional development opportunities and training programs.

• Competitive salary and performance-based incentives.

• Generous vacation and leave policies.