Client Advisory Services Manager

Overview

Lead our Client Advisory Service steam—a specialized group of insurance industry experts focused on unlockingmaximumcustomer value from Earnix software.

You'llown both the strategic maturity assessment process and the advisory function that empowers our customers and PS consultants to implement and leverage Earnix for competitive advantage in pricing and underwriting.

Design, develop, andmaintainthe customer maturity assessment framework andmethodologythatidentifiesimprovement opportunities in pricing and underwriting processes

Oversee all aspects of the assessment—from content development and customer delivery through to measurable business impact

Create and evolve customer-facing artifacts (assessments, scorecards, roadmaps) that translate technical findings into actionable business recommendations

Partner withotherregionalleadership to ensure assessment consistency, quality standards, and continuous improvement across regions

Build and manage a high-performing team of experienced SMEs with deep insurance industry backgrounds

Foster a culture of expertise, innovation, and collaborative problem-solving

Develop your team's capabilities in complex Earnix implementations and advanced use cases

Applya deep understanding of Earnixsoftware offeringspresenta roadmaptoadditionalcustomer value

Advise PS Consultants on complex, non-standardimplementationsand innovative approaches to maximize customer value

Elevate implementation quality across the PS organization by sharing insights from your team's specialized work

Identify patterns and opportunities to expand value realization across the customer base

Guide customers through assessments thatdemonstratehow Earnix can improve their pricing strategy, underwriting processes, and overall competitive positioning

Ensure each customer engagement translates into concrete value—whether through process optimization, pricing improvements, or operational efficiency

Partner with account teams to embed value realization into customer success and renewal strategies

Identify and scope paid advisory projects with customers seeking strategic guidance on pricing and underwriting transformation, ensuring engagements are clearly resourced and tied to measurable outcomes

Deliver advisory engagements that validate assessment recommendations, deepen customer relationships, and build repeatable, scalable advisory service offerings

• 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
  to oversee assessment design, delivery and tracking of customer outcomes across regions
• Cross-functional insurance process knowledge
  with the ability to advise on interconnected workflows spanning pricing, underwriting,andother insurance functions
• Data analysis and business acumen
  to interpret performance metrics,identify trends, and make evidence-based recommendations
• Training and knowledge transfer expertise
  to develop your team and drive adoption of new assessment approaches
• Proficiency with presentation tools and documentation
  to create high‑quality, branded customer artifacts and…