Client Partner – Insurance Solutions
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Job Description
Client Partner managing client success and strategic relationships at ReSource Pro. Overseeing service delivery and transformations for major accounts in the insurance industry.
Responsibilities:
- 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
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