Client Partner, Insurance Solutions

ReSource Pro; Hartford (CT); Hybrid; USD 124,000 - 210,000; Full time

Job summary

ReSource Pro is seeking a Client Partner to serve as the senior onshore owner of the relationship across major accounts. You will translate contracted commitments into operational outcomes, leading cross‑functional Pod teams through the IOD lifecycle and aligning with senior client executives.

Responsibilities include managing VP/C-level relationships, onboarding, and driving tech-enabled service offerings while ensuring SLA/KPI adherence. Travel 30–50% is expected.

Qualifications

• 10+ years in client success management handling large, complex accounts.
• 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.
• Ability to travel 30–50% domestically and internationally.

Responsibilities

• Serve as the senior onshore point of contact 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.

Skills

Client success management

Multi-stakeholder relationships

Project management

Strategic account leadership

Education

Bachelor’s degree in Business or related field

Tools

Salesforce

Job description

Do you thrive in client-facing roles, building scalable solutions and driving long-term growth? Are you motivated by the challenge of aligning finance with long-term business vision?

Come Join ReSource Pro!

Your Role...

ReSource Pro is seeking a Client Partner to serve as the senior onshore owner of the ReSource Pro relationship across all assigned major and strategic accounts. This role serves as the connective tissue between what is sold and what is delivered: translating contracted commitments into operational and technology‑enabled outcomes, leading cross‑functional Pod teams through the full Integrate‑Optimize‑Digitize (IOD) lifecycle, and holding the broadest aperture of any role across Insurance Solutions and Tech Services. At major and strategic accounts, the Client Partner is aligned to the most senior client‑side operational and executive contacts.

We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service‑Centric, and Best Self.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

In This Role, You Will…

• 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.

What You Need to be Successful…

• 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.

Your Compensation…

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for this role is $124049 - $210,195 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your 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

Your Interview Process…

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview
• Stakeholder Interview

Disclosure:

Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

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.