Hartford, Connecticut, United States · Remote Solely
$124k–$210k/yr
Senior+$1M raised
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Skills: Power BI, MS-SQL, Azure-SQL, Azure Data Factory, Data Pipeline
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Skills: Auditing, Workers' compensation, General liability, Data collection, Report preparation
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Skills: Auditing, Insurance, Workers' compensation, General liability, Data collection
Senior Sales Development Representative - Remote US The Senior Sales Development Representative (Sr. SDR) is an experienced outbound contributor who owns pipeline creation and opportunity qualification within an assign…
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Skills: Solutions architecture, AI/ML technologies, Large language models, Product strategy, Technical consulting
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... …
Skills: Solution architecture, Pre-sales consulting, Insurance operations, Business process management, Data analytics
Business Development Client Executive, Insurance Retail Vertical
Hartford, Connecticut, United States · Remote OK
$98k–$166k/yr
Senior$1M raised
Are you a strategic leader with a proven track record of growing relationships within the retail insurance sector? Do you thrive on identifying high-impact solutions and driving profitable growth for your clients? Come J…
Skills: Business development, Strategic account management, Insurance industry knowledge, Sales lifecycle management, Relationship management
Are you a P&C insurance expert who loves uncovering operational challenges and designing complex solutions? Do you thrive in a highly collaborative, consultative, and strategic client-facing environment? Come Join ReSo…
Skills: Salesforce architecture, Sales Cloud, Service Cloud, Integration design, Data governance
Looking for a career where attention to detail meets meaningful client impact? We’re hiring a Remote Physical Auditor to play a key role in ensuring accurate and compliant insurance audits. Come Join ReSource Pro! Your…
Skills: Auditing, Insurance, Workers' compensation, General liability, Data analysis
Are you a detail-oriented and independent professional ready to take on a challenging and rewarding role? Come Join ReSource Pro! Your role: ReSource Pro is seeking a Premium Insurance Field Auditor (1099/Contractor) to …
Skills: Insurance Auditing, Financial Data Analysis, Report Writing, Communication, Time Management
Are you a detail-oriented and independent professional ready to take on a challenging and rewarding role? Come Join ReSource Pro! Your role: ReSource Pro is seeking a Premium Insurance Field Auditor (1099/Contractor) to …
Skills: Insurance auditing, Financial data analysis, Report writing, Customer service, Time management
Are you a detail-oriented and independent professional ready to take on a challenging and rewarding role? Come Join ReSource Pro! Your role: ReSource Pro is seeking a Premium Insurance Field Auditor (1099/Contractor) to …
Skills: Insurance Auditing, Financial Data Analysis, Report Writing, Customer Service, Time Management
Looking for a career where attention to detail meets meaningful client impact? We’re hiring a Remote Physical Auditor to play a key role in ensuring accurate and compliant insurance audits. Come Join ReSource Pro! Your…
Skills: Auditing, Accounting, Insurance, Client-facing, Data analysis
Are you a detail-oriented and independent professional ready to take on a challenging and rewarding role? Come Join ReSource Pro! Your role: ReSource Pro is seeking a Premium Insurance Field Auditor (1099/Contractor) to …
Skills: Insurance auditing, Financial data analysis, Report writing, Customer service, Time management
Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! Your Role... ReSource Pro is looking for a k…
Skills: Commercial Lines Insurance, Property and Casualty Insurance, Customer Relationship Management, Agency Management Systems, Microsoft Excel
Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! Your Role... ReSource Pro is looking for a k…
Skills: Commercial Lines Insurance, Property and Casualty Insurance, Customer Relationship Management, Agency Management Systems, Microsoft Excel
Do you navigate change easily? Are you detail oriented? Come Join ReSource Pro! Your Role... Lowry, a ReSource Pro company, is seeking a Senior Premium Audit Reviewer to execute complex audit reviews, support auditor d…
Skills: Premium Audit Review, Quality Assurance, Mentoring, Data Analysis, Process Improvement
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$124k–$210k/yr
Full-time
bachelor degree
Health insurance, Dental insurance, Vision insurance, Internet stipend, 401k with employer match, HSA
Posted 1d ago
Apply by Nov 9
~40 hrs/week
Remote in United States
Responsibilities
The Client Partner serves as the senior onshore owner for strategic accounts, managing the full transformation lifecycle and maintaining executive-level relationships. They lead cross-functional teams to deliver operational and technology-enabled outcomes while ensuring adherence to contractual obligations and KPIs.
Requirements
Candidates must possess a bachelor's degree and at least 10 years of experience in client success management within the P&C insurance or professional services sectors. Proven expertise in managing complex, multi-stakeholder relationships at the VP level and applying project management methodologies is required.
Full 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… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes:
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.
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 3,600+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a specialized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. The company is at the forefront of applying managed agentic services to help insurance organizations achieve measurable business outcomes at scale.
ReSource Pro has maintained a 96%+ client retention rate for more than a decade and is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among just eight companies to achieve that level of repeat growth recognition in the list’s 40+ year history. Learn more at resourcepro.com.
Offices: 60 E 42nd St, Suite 1500, New York, New York 10165, US · 288 Ningxia Rd., Qingdao Software Park Building G5, 3rd Fl, Qingdao, Shandong 266071, CN · Jinan Hi-tech Zone, Qilusoft Park 1, Shunhua Road Section F2, Pioneer Sq. Bldg 4, 5th Floor, Jinan, Shandong 250101, CN · 1221 N St, Lincoln, Nebraska 68508, US · Karle Town Centre, Bangalore, IN
InsuranceInsurtechKnowledge Process ManagementBusiness Process ManagementManagement ConsultingAdvisory ServicesDistribution StrategiesCompliance and LicensingTech-Enabled Solutionsand AI
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 3,600+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a specialized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. The company is at the forefront of applying managed agentic services to help insurance organizations achieve measurable business outcomes at scale.
ReSource Pro has maintained a 96%+ client retention rate for more than a decade and is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among just eight companies to achieve that level of repeat growth recognition in the list’s 40+ year history. Learn more at resourcepro.com.
Offices: 60 E 42nd St, Suite 1500, New York, New York 10165, US · 288 Ningxia Rd., Qingdao Software Park Building G5, 3rd Fl, Qingdao, Shandong 266071, CN · Jinan Hi-tech Zone, Qilusoft Park 1, Shunhua Road Section F2, Pioneer Sq. Bldg 4, 5th Floor, Jinan, Shandong 250101, CN · 1221 N St, Lincoln, Nebraska 68508, US · Karle Town Centre, Bangalore, IN
InsuranceInsurtechKnowledge Process ManagementBusiness Process ManagementManagement ConsultingAdvisory ServicesDistribution StrategiesCompliance and LicensingTech-Enabled Solutionsand AI