Client Advisory Services Manager

🕒 August 21

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $200k - $250k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

👻 Ghost score 0%

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Earnix

WebsiteLinkedInAll Job Openings

201 - 500 employees

💳 Fintech

🛡️ Insurance

🏦 Banking

Fintech • Insurance • Banking

Earnix is a global provider of Intelligent Insurance and Banking Operations, focusing on agile, composable, and real-time solutions. The company specializes in predictive analytics, pricing, risk analysis and modeling, customer lifetime value, financial service product design, banking and insurance analytics, personalization, and digital transformation.

📋 Description

• Design, develop, and maintain the customer maturity assessment framework and methodology • Oversee assessment content development, customer delivery, and measurable business impact • Create customer-facing assessments, scorecards, roadmaps, and actionable business recommendations • Partner with regional leadership to ensure assessment consistency, quality standards, and continuous improvement • Build and manage a high-performing team of insurance subject-matter experts • Foster expertise, innovation, and collaborative problem-solving • Develop team capabilities in complex Earnix implementations and advanced use cases • Serve as a Center of Excellence for customer value realization • Advise PS Consultants on complex, non-standard implementations and innovative approaches • Share specialized insights to elevate implementation quality across the PS organization • Identify opportunities to expand customer value realization • Guide customers through assessments improving pricing strategy, underwriting processes, and competitive positioning • Ensure engagements produce concrete value through process optimization, pricing improvements, or operational efficiency • Partner with account teams on customer success and renewal strategies • Identify and scope paid advisory projects tied to measurable outcomes • Deliver advisory engagements that validate recommendations, deepen customer relationships, and build scalable offerings

🎯 Requirements

• Deep insurance industry expertise with 12+ years of progressive experience in P&C insurance operations, pricing, or underwriting (or equivalent in insurance-adjacent consulting) • 5+ years of insurance consulting experience designing and executing process assessments, building maturity models, and developing strategic recommendations for insurers on pricing and underwriting transformation • Customer-facing communication skills to translate complex technical and analytical concepts into clear business value for C-suite and operations teams • Program and project management experience • Cross-functional insurance process knowledge spanning pricing, underwriting, and other insurance functions • Data analysis and business acumen • Training and knowledge transfer expertise • Proficiency with presentation tools and documentation • Strategic vision and insight into insurance industry transformation • Proven team-level leadership building, developing, and retaining high-performing technical teams • Executive presence and influence across cross-functional partners • Intellectual curiosity and continuous improvement mindset • Customer empathy combined with business rigor • Attention to quality and consistency while managing change across regions • Collaboration and partnership orientation • Coaching and mentoring capability • Resilience and adaptability in a fast-moving SaaS environment