What are the responsibilities and job description for the CX Advisor (Commercial & Specialty Insurance) position at Insite Managed Solutions?
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Curious? Come Collaborate with Us and Deliver Excellence!
Full-Time, In-Office, 1336 SE 47th Street Cape Coral, 33904. Candidates must currently reside within a 20-mile radius or are willing to relocate with a provided relocation package, Travel up to 80% of the time
Why Insite you ask? 401k, PTO, and benefits (health, vision, dental, short/long term disability, and more) eligibility within 1 month of start date, relocation assistance to the Cape Coral, FL area. Also, while delivering Excellence to our employees and clients, we also like to have fun! Snacks, community volunteering, potlucks, theme days, games, clubs, and not to forget Hawaiian Fridays!
Insite helps people win by improving, optimizing, and innovating the human processes and systems required to deliver enriching experiences
As a CX Advisor, you will guide our clients through transformative customer experience (CX) initiatives. You will blend expertise in CX design, portfolio management, and client relationship management to improve the customer journey and drive measurable results for clients. You will solve complex operational and strategic problems by completing a variety of data analytics, process mapping, finding the root causes, comparing benchmarks, creating analytical models, selecting solutions, and assisting with implementation through a variety of services.
How you can take Ownership of this role:
- Build trusted, long-term relationships with clients by understanding their challenges, designing tailored CX solutions, and delivering measurable results
- Manage client engagements and a portfolio of accounts, ensuring alignment with business objectives and balancing multiple priorities to deliver projects on time, within scope, and with exceptional quality
- Anticipate potential risks or challenges during engagements and implement immediate, effective resolutions with a sense of urgency to protect client outcomes and experiences
- Collaborate with internal stakeholders to align client strategies with operational effectiveness, continuously identifying opportunities for process improvements and value creation
- Drive a culture of continuous improvement, proactively enhancing processes, policies, and procedures to exceed client expectations
- Provide guidance and mentorship to rising Consultants and Analysts, sharing best practices, and offering feedback to foster professional growth and team success.
- Proactively recognize and address potential project risks, implementing solutions with urgency to mitigate impact
What you will bring to the table:
- 5 years of experience in Business Process Outsourcing
- Experience within Commercial and Specialty Insurance
- Ability identifying, scoping, and securing new opportunities within client accounts while pursuing leads, presenting ROI-focused solutions, and meeting or exceeding individual and team sales targets
- Experience identifying sales opportunities and carrying out the sales process from end to end
- Proven experience in presenting to senior executives and facilitating discussions to guide strategic decisions
- Capacity to manage multiple client engagements and projects simultaneously
What you may bring to the table:
- Experience within CX advisory roles
- Experience and/or qualified in Lean/Six Sigma or different process improvement methodologies
