Partnership Executive – Customer Success Manager

🕒 May 27

🇺🇸 United States – Remote

💵 $96.7k - $163.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

🦅 H1B Visa Sponsor

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ReSource Pro

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

⚡ Productivity

Insurance • Enterprise • Productivity

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

📋 Description

• Create processes and cross-functional project plans for the onboarding of large strategic clients • Manage communications to client contacts ranging from C-level executives to general staff. • Lead client deliverables, including metric reporting and the establishment of governance plans. • Execute effectively by training client employees and creating comprehensive procedure documentation. • Analyze productivity and capacity to provide critical input for strategic client planning. • Identify trends in service delivery to proactively manage client expectations and results. • Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services. • Partner with Client Executives to identify and facilitate opportunities for service expansion. • Facilitate process improvement sessions to optimize operational effectiveness for our partners. • Resolve complex escalations to ensure standards are met for both internal teams and clients. • Coordinate with IT and internal functional departments to meet common goals and deliverables.

🎯 Requirements

• Bachelor’s degree in Risk Management, Business, Finance, or a related field (Advanced degree preferred). • 10+ years of insurance industry experience within an MGA/RGA or carrier environment. • 10+ years in a customer-facing delivery role managing large-scale relationships. • 10+ years of experience utilizing Project or Program Management methodologies. • Strong leadership presence with high-level executive presentation and communication skills. • Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth. • Experience leading change management initiatives and planning cultural transformations. • Superior facilitation skills and the ability to adapt personal work styles to meet client needs

🏖️ Benefits

• 100% paid employee health insurance on Day 1 • Eligible for all medical, dental, and vision benefits on Day 1 • Remote & Hybrid work available. • 401k with employer match, vested on Day 1 • Generous PTO plan with paid holidays + floating holidays • Development and growth opportunities • Comprehensive wellness program and prioritization of employee health • Fun and teamwork-oriented work environment