Remote opportunity at
ReSource ProClient Partner, Insurance Solutions
ReSource Pro is seeking a Client Partner for its Insurance Solutions division to act as the primary onshore leader and strategic liaison for major and strategic…
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About This Role
ReSource Pro is seeking a Client Partner for its Insurance Solutions division to act as the primary onshore leader and strategic liaison for major and strategic accounts. Exclusively focused on the insurance sector, ReSource Pro assists carriers, brokers, wholesalers, and MGAs with workflow optimization, data and technology services, and strategic operating model transformations. In this role, the Client Partner serves as the primary connection between sales and delivery, guiding cross-functional…
Job Description
ReSource Pro is seeking a Client Partner for its Insurance Solutions division to act as the primary onshore leader and strategic liaison for major and strategic accounts. Exclusively focused on the insurance sector, ReSource Pro assists carriers, brokers, wholesalers, and MGAs with workflow optimization, data and technology services, and strategic operating model transformations.
In this role, the Client Partner serves as the primary connection between sales and delivery, guiding cross-functional Pod teams through the Integrate-Optimize-Digitize lifecycle. This position involves building relationships with C-suite and VP-level client stakeholders, managing onboarding conversions, ensuring SLA compliance, identifying account expansion opportunities, and maintaining account health records via Salesforce.
This is a full-time, remote position based in the United States. Candidates must reside within the U.S. and be prepared for 30% to 50% domestic and international travel. The position suits experienced professionals with a background in client success and the insurance industry who excel at driving long-term account growth and managing complex operational deliverables.
Responsibilities
- Serve as the primary onshore contact and strategic liaison between senior client contacts, internal stakeholders, and functional teams
- Manage accounts through the complete transformation lifecycle while building and maintaining relationships at the VP and C levels
- Oversee complex onboarding and existing work transitions to tech-enabled solutions to ensure timely go-live dates
- Lead Executive Business Reviews, account health check-ins, and monitor internal metrics and client reporting
- Enforce service delivery performance, meeting all SLAs, KPIs, and contractual obligations
- Collaborate with delivery teams and tech partners to establish project scope, strategy, and execution for tech-enablement initiatives
- Identify account expansion signals and collaborate with Sales and Account Management to close opportunities
- Maintain up-to-date Salesforce records and own the overall account health documentation
- Lead and influence a cross-functional Pod team consisting of 10 to 30 personnel across multiple departments
Requirements
- Bachelor's degree in Business, Risk Management, or a related field
- Minimum of 10 years of experience in client success management handling large and complex accounts and deals
- Minimum of 10 years working in a P and C insurance, BPO, or professional services environment
- Minimum of 10 years applying project or program management methodologies within a client-facing delivery setting
- Demonstrated ability to manage multi-stakeholder relationships at the Director to VP level
- Deep operations fluency regarding how insurance carriers, brokers, and MGAs function
- Must reside within the United States
Qualifications
- Insurance designations
Core Skills
Benefits
- 100% paid employee health insurance available on the first day
- Medical, dental, and vision benefits eligible on Day 1
- Internet stipend for remote workers
- 401(k) plan with employer match, vested immediately on Day 1
- Health Savings Account and Flexible Spending Account options
- Employer-provided short-term and long-term disability coverage
- Paid time off plan inclusive of paid holidays and floating holidays
- Professional development and growth opportunities
- Comprehensive wellness program
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, this is a remote role, but applicants must reside within the United States. The job also requires 30% to 50% domestic and international travel.
What is the salary range for this role?
The annual salary range is $124,049 to $210,195, with actual pay depending on experience, skillset, and geographic location.
What are the core experience requirements?
Candidates must hold a Bachelor's degree and have at least 10 years of experience in client success management for large accounts, 10 years in P&C insurance, BPO, or professional services, and 10 years applying project or program management methodologies in a client-facing delivery context.
What does the interview process look like?
The standard process includes an initial application submission, a behavioral interview with Talent Acquisition, an online talent assessment, a hiring manager interview, and a stakeholder interview.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.