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.

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.

Client Partner – Insurance Solutions

Key skills