Client Partner, Insurance Solutions

Your Role

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.

Qualifications

• Bachelor’s degree required.
• 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.

Skills

• Strong communication and interpersonal skills.
• Project management and program management experience.
• Leadership and team management skills.
• Strategic thinking and problem-solving abilities.
• Ability to build and maintain strong relationships with clients and internal stakeholders.
• Experience with insurance industry processes and operations.

Benefits & Perks

• 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.

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.