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Client Advisory Services Manager

Boston, United States💼 Full-time💰 $200,000–$250,000🗓 2026-10-05 → 2026-10-07

Core

Lead a specialized team of insurance experts to design and execute maturity assessments for clients, translating technical findings into actionable business recommendations for pricing and underwriting optimization.

Role type

Senior Manager, Client Advisory Services (Insurance)

Builds

Customer maturity assessment frameworks, strategic roadmaps, and advisory engagements (via careerplan.io/jobs/93-00B-9B-F65-client-advisory-services-manager)

Domain

Insurance (P&C) / AI Decisioning

Deliverable

client delivery

Required skills

Insurance industry expertise (P&C operations, pricing, underwriting), Insurance consulting experience, Program and project management, Data analysis, Cross-functional process knowledge, Training and knowledge transfer, Strategic vision

Preferred skills

Executive presence and influence, Team leadership and mentoring, Intellectual curiosity, Customer empathy, Adaptability in SaaS environments

Technologies

Earnix software, Presentation tools, Documentation tools