Client Partner – Insurance Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary onshore contact and strategic link between senior client representatives, internal stakeholders, and functional teams.

• Manage assigned accounts throughout the entire transformation lifecycle while nurturing relationships with VP- and C-level clients.

• Supervise intricate onboarding processes and work transitions to technology-enabled service offerings, ensuring timely implementation.

• Conduct Executive Business Reviews and account health evaluations.

• Create client-facing reports and track internal key performance metrics.

• Oversee service delivery performance across strategic accounts, including SLAs, KPIs, and both contractual and operational commitments.

• Initiate and manage technology enablement projects alongside service delivery teams, technology partners, and client contacts.

• Outline project scope, methodology, and execution strategies.

• Cultivate executive-level and senior stakeholder relationships, positioning ReSource Pro as a trusted advisor.

• Recognize signals for account expansion and collaborate with Sales and Account Management on proposals, opportunities, and cross-tower growth initiatives.

• Maintain account records in Salesforce and oversee the account health documentation.

• Lead and guide a cross-functional Pod team consisting of 10–30 members.

⛳️ Requirements

• A bachelor's degree is required; a preference for Business, Risk Management, or a related field.

• Over 10 years of experience in client success management for large, complex accounts and deals.

• More than 10 years in a P&C insurance, BPO, or professional services setting.

• At least 10 years of experience applying project or program management methodologies in a client-facing delivery environment.

• Demonstrated success in managing multi-stakeholder relationships at the Director-to-VP level.

• Strong operational fluency and comprehension of the workings of insurance carriers, brokers, and MGAs.

• Insurance designations are preferred.

• Willingness to travel 30–50% domestically and internationally.

• Candidates must be residents of the United States.

• Must possess legal authorization to work in the United States; sponsorship requirements may apply.

🏝️ Benefits

• Eligibility for an annual bonus.

• 100% paid health insurance for employees available on Day 1.

• Medical, dental, and vision benefits effective on Day 1.

• Internet stipend eligibility for remote roles.

• 401k plan with employer match, vested from Day 1.

• Access to HSA/FSA options.

• Employer-provided long-term and short-term disability coverage.

• Generous PTO plan with paid holidays and floating holidays.

• Opportunities for development and growth.

• Comprehensive wellness program emphasizing employee health.