Client Partner, Insurance Solutions

ReSource ProAtlanta, GA
$124,049 - $210,195Remote

About The Position

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.

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.
  • Ability to travel 30–50% domestically and internationally.

Nice To Haves

  • Insurance designations are preferred.

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.

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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