Director, Professional Services Group

Martin & Company; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) retirement plan options

Generous, flexible PTO

Job summary

Martin, a leading tech-enabled insurance advisory firm, seeks a Director for its PSG to lead senior client engagements and define engagement standards. You’ll scope work, ensure quality, and grow client relationships while partnering with Sales and Operations.

This remote role reports to the Chief Professional Services Officer; limited travel may be required for client meetings and events.

Qualifications

• 10+ years in P&C insurance, incl. 5+ years leading client-facing engagements.
• Deep knowledge of product lifecycle, regulatory compliance, and state filings.
• Proven success scoping complex engagements and managing scope throughout.
• Executive presence and credibility to advise senior client stakeholders.
• Track record of setting clear standards and leading through others.
• Excellent written and verbal communication skills.
• Experience managing multiple projects and stakeholders.

Responsibilities

• Discovery and scoping for new opportunities, defining client requirements, deliverables, and delivery assumptions.
• Represent the Professional Services Group in reviews of complex or nonstandard engagements before commitments are made.
• Scope management: own changes to engagement scope, partnering on pricing and capacity with Operations.
• Serve as the primary consulting contact and trusted advisor for client accounts.
• Lead value-focused renewal conversations and identify follow-on work and expansion opportunities.
• Ensure clients see measurable value from engagements with Martin.
• Peer reviews on large and first-time projects before delivery to clients.
• Maintain quality checklists and capture lessons learned across engagements.

Skills

Executive presence

Client-facing consulting

Communication skills

Attention to detail

Project management

Multi-stakeholder management

Insurance domain knowledge

Job description

Martin is a leading, tech-enabled insurance advisory firm celebrating over 30 years of excellence. We partner with national, regional, and local insurance carriers and Managing General Agents (MGAs) across the U.S. to solve their most critical challenges. Our expertise spans Product Development, Actuarial Services, Regulatory Compliance, State Filings, and Data Analytics. Our mission is simple: build lasting partnerships and deliver technology-driven outcomes that fuel business success.

The Opportunity

As the Director of our newly formed Professional Services Group (PSG), you will be the consulting lead for a portfolio of key client accounts. You will make sure every engagement is well scoped, meets Martin's quality standards, and delivers the outcomes we promised our clients.

In this role, you help define what great looks like. You set the requirements and standards for each engagement before our Operations team staffs and executes the work. That frees you to focus on what matters most: understanding client needs, scoping work precisely, safeguarding quality, and growing long-term client relationships.

This role is ideal for an experienced P&C insurance consultant who combines deep domain expertise with executive presence, enjoys leading senior client relationships, and wants to help shape a growing professional services practice. This is a remote position reporting to our Chief Professional Services Officer. Limited travel may be required for client meetings and company events.

Key Responsibilities

Scoping and Business Development

Discovery and scoping: Lead discovery and scoping for new opportunities, defining client requirements, deliverables, and delivery assumptions.

Deal review: Represent the Professional Services Group in reviews of complex or nonstandard engagements before commitments are made.

Scope management: Own changes to engagement scope, partnering with Sales on pricing and with Operations on capacity and timing.

Trusted advisor: Serve as the primary consulting contact and a trusted advisor for your client accounts, including ongoing support for our largest clients.

Account growth: Lead value-focused renewal conversations and identify follow-on work and opportunities to expand client relationships.

Client outcomes: Make sure every client sees measurable value from their engagement with Martin.

Quality and Standards

Peer review: Conduct quality reviews on large and first-time projects before they are delivered to clients.

Continuous improvement: Maintain and improve the quality checklists used on routine work, and capture lessons learned across engagements.

Partnership and Practice Building

Delivery partnership: Provide clearly scoped work to our Operations team regarding client deliverables. Collaborate with Operations, provide input on staffing for key accounts, and partner on milestones, expectations, and project health.

Practice development: Contribute to consulting methodologies, playbooks, and reusable assets, and identify services that could be standardized or productized.

Mentorship: Mentor consultants in P&C domain knowledge and consultative skills.

Qualifications

Required

• 10+ years of experience in P&C insurance, including at least 5 years leading client-facing consulting engagements
• Deep knowledge of the insurance product lifecycle, including product development, regulatory compliance, and state filings
• Proven success scoping complex engagements and managing scope throughout delivery
• Executive presence and the credibility to advise, and constructively push back with, senior client stakeholders
• A track record of setting clear standards and leading through others
• Excellent written and verbal communication skills
• Attention to detail and quality
• Experience with simultaneously managing multiple projects and stakeholders

Preferred

• Experience at a consulting firm, carrier, or MGA serving multiple insurance lines
• Experience supporting technology-enabled services, platforms, or software implementations
• Experience building consulting methodologies, playbooks, or quality programs
• Experience and desire to be a People Manager is a plus, as this role will grow to have direct reports

Why Join Us?

Growth-Oriented Culture:

Work with a leadership team committed to innovation and revenue expansion.

Competitive Earning Potential:

Base salary plus bonus potential, profit sharing, and a comprehensive benefits package that rewards expertise and contributions.

Legacy of Excellence:

Be part of a well-respected organization with over 30 years of leadership in the insurance industry.

Dynamic Team Culture:

Work alongside talented colleagues who are passionate, driven, and committed to success.

Salary and Benefits

The base salary for this position is $120,000 to $150,000. Final salary offer will be based on several factors, including commensurate experience, qualifications, and skills. Our salaries are complemented by an extensive benefits package designed to support your well-being and work-life balance. These benefits include:

• Health, dental, and vision insurance
• 401(k) retirement plan options
• Generous, flexible paid time off (PTO) policy