Client Partner – Insurance Solutions

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $124k - $210.2k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

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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

• Serve as the senior onshore point of contact and strategic liaison between senior client contacts, internal stakeholders, and all relevant functional teams. • Own the account through the full transformation lifecycle, maintaining VP- and C-level relationships on the client side. • Oversee complex onboarding and existing work conversions to tech-enabled service offerings, ensuring initiatives go live on time. • Lead regular Executive Business Reviews (EBRs) and account health check-ins while establishing client-facing reporting and internal key metrics monitoring. • Act as the senior owner for service delivery performance across assigned strategic accounts, ensuring adherence to SLAs, KPIs, and contractual and operational obligations. • Initiate and oversee tech-enablement projects by collaborating with Service Delivery, internal and external tech partners, and key client contacts to define scope, approach, and execution. • Develop and deepen executive-level and senior stakeholder relationships, positioning ReSource Pro as a trusted advisor and strategic partner. • Identify expansion signals within the account and partner with Sales and Account Management to shape proposals, close opportunities, and support cross-tower growth. • Maintain current account documentation in Salesforce and completely own the account health record. • Lead and influence a 10–30 person cross-functional Pod team drawn from SDU, OpEx, Global Account Management, Tech Enablement, AI Factory, Operations Advisory, and Tech Services.

🎯 Requirements

• Bachelor’s degree required; Business, Risk Management, or related field preferred. • 10+ years in client success management handling large, complex accounts and deals. • 10+ years in a P&C insurance, BPO, or professional services environment. • 10+ years applying project or program management methodologies in a client-facing delivery context. • Proven track record managing multi-stakeholder relationships at the Director-to-VP level. • Deep operations fluency with an understanding of how insurance carriers, brokers, and MGAs run. • Insurance designations are preferred. • Ability to travel 30–50% domestically and internationally.

🏖️ Benefits

• 100% paid employee health insurance available on Day 1 • Eligible for all medical, dental, and vision benefits on Day 1 • Remote positions are Internet stipend-eligible • 401k with employer match, vested on Day 1 • HSA/FSA available • Long Term and short-term disability employer-provided • Generous PTO plan with paid holidays + floating holidays • Development and growth opportunities • Comprehensive wellness program and prioritization of employee health