Insurance Advisory Lead — Value Realization & Strategy

Socket.dev; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Job summary

Earnix seeks a senior leader to head the Client Advisory Services team, guiding maturity assessments and value realization for insurance customers. You will own strategy, content development, and delivery quality while mentoring a team of seasoned SMEs with deep industry backgrounds.

You will partner with PS and regional leaders to scale best practices, drive measurable outcomes, and expand advisory offerings across pricing and underwriting transformations.

Qualifications

• Deep insurance industry expertise (12+ years in P&C or equivalent)
• 5+ years of insurance consulting experience designing assessments and strategic recommendations
• Strong customer-facing communication translating technical concepts to business value
• Proven program and project management to oversee assessment design, delivery and outcomes
• Cross-functional knowledge across pricing, underwriting and related workflows
• Data analysis and business acumen to interpret metrics and recommend actions
• Training and knowledge transfer to develop team capabilities
• Proficiency with presentation tools to create high-quality artifacts and reports

Responsibilities

• Own the maturity assessment strategy, framework, and methodology to identify pricing and underwriting improvements.
• Oversee end-to-end assessment delivery from content to measurable business impact.
• Create customer-facing artifacts (assessments, scorecards, roadmaps) translating findings into business recommendations.
• Partner with regional leadership to ensure consistency and quality across regions.
• Build and manage a high-performing advisory team of insurance SMEs.
• Serve as Center of Excellence on customer value realization and advise on complex implementations.
• Guide engagements to demonstrably improve pricing, underwriting, and competitive positioning.

Skills

Insurance industry expertise

Insurance consulting

Customer-facing communication

Program and project management

Cross-functional process knowledge

Data analysis & business acumen

Training & knowledge transfer

Presentation & documentation

Job description

Earnix seeks a senior leader to head the Client Advisory Services team, guiding maturity assessments and value realization for insurance customers. You will own strategy, content development, and delivery quality while mentoring a team of seasoned SMEs with deep industry backgrounds.

You will partner with PS and regional leaders to scale best practices, drive measurable outcomes, and expand advisory offerings across pricing and underwriting transformations.