Jobs at ReSource Pro

Lead end-to-end delivery for 2-4 strategic, AI-native product areas—translating strategy into epics, prioritizing backlogs, embedding AI practices, contributing hands-on to prototypes, debugging, CI/CD and observability, and driving measurable improvements in cycle time and product ROI.

Lead outbound pipeline creation within an assigned insurance vertical through multi-channel personalized outreach, multi-threading accounts, qualifying opportunities in Salesforce, refining segment playbooks, partnering with Sales Executives, and using sales technology and AI tools to drive meeting-to-opportunity conversions and continuous improvement.

Provide front-line customer service and support for surplus lines tax filings: manage client communications, prepare and process tax reports/payments, coordinate with state regulators, oversee backend processing, mentor team members, handle escalations, and collaborate cross-functionally to ensure compliance and accurate documentation.

Provide front-line phone and email support for surplus lines tax compliance: prepare and process tax reports and payments, coordinate with state regulators, manage client communications, oversee backend processing, mentor team members, handle escalations, and collaborate with clients and internal teams to ensure accurate, timely filings.

Provide front-line customer service for surplus lines tax compliance: respond to client inquiries by phone and email, prepare and distribute tax reports and payments, coordinate with state regulators, oversee backend processing, mentor team members, and serve as an escalation point for client and operational issues while ensuring accuracy and timely resolution.

Provide front-line customer service for surplus lines tax filings: manage client communications, prepare and process tax reports/payments, coordinate with state regulators, mentor team members, serve as escalation point, and support cross-functional operational accuracy and efficiency.

Process routine insurance tasks (endorsements, certificates, quoting) in client systems; respond to customer inquiries via phone/email; support senior staff, train new hires, collaborate with offshore teams, document work, meet SLAs, and suggest process improvements while following security policies.

Lead client-facing solution design for complex, multi-tower insurance and BPO engagements. Translate client needs into configured solutions spanning data, analytics, automation, agentic workflows, BPM, and finance-driven pricing. Support RFP/RFI and proposal development, document repeatable solution patterns, train commercial teams, and collaborate with AI teams to operationalize emerging capabilities.

Lead client discovery and design end-to-end AI solutions for insurance workflows. Prototype with LLMs and low-code tools, define production specifications, partner with engineering and sales, and monitor solution outcomes to drive value and continuous improvement.

Lead Salesforce platform architecture, governance, integrations, and optimization across Sales Cloud, Service Cloud, Marketing and custom apps. Translate business requirements into scalable Salesforce solutions, produce technical designs and documentation, oversee implementations, ensure data governance and security, mentor teams, and partner with cross-functional stakeholders to align the GTM tech stack with organizational objectives.

Drive new logo acquisition and expand strategic P&C insurance accounts by selling technology services (AI, automation, cloud, data analytics). Manage complex enterprise sales cycles, craft value-driven proposals, negotiate MSAs and contracts, and travel frequently to engage stakeholders, attend events, and grow revenue through renewals and upsells.

Serve as a technical partner to sales and clients for P&C insurance platform transformations. Lead discovery, solution design, integration architecture, delivery teams, and reusable accelerators. Support proposals, RFP responses, and ensure implementation quality, timelines, budgets, and client satisfaction while mentoring teams and strengthening partner relationships.

Manage a small commercial-lines book of business as the primary client contact. Renew policies, bind new business, grow coverage, evaluate carriers, advise clients, train junior staff, and collaborate with onshore/offshore teams to meet service and revenue goals.

Serve as primary contact and technical expert for a book of commercial lines clients: renew policies, bind new business, improve retention and revenue, advise clients and colleagues, manage agency systems, and train junior staff to deliver timely, high-quality service.

Lead planning and execution of M&A integration workstreams (ERP, Finance, Tax, Treasury). Manage timelines, resources, stakeholders, and deliverables; drive alignment with senior leadership; run workstream meetings, track milestones, report status, escalate risks, and document lessons learned. Develop integration playbooks, coach team members, and recommend process improvements to ensure successful, timely integrations.

Lead M&A integration planning and execution for ERP, finance, tax, and treasury workstreams. Manage timelines, stakeholders, risks, deliverables, and postmortems; document playbooks and coach team members to ensure successful integration outcomes.

Lead M&A integration planning and execution for ERP, finance, tax, and treasury workstreams. Manage timelines, stakeholders, and deliverables, drive cross-functional alignment, perform postmortems, and improve integration playbooks and processes.

Identify and qualify B2B leads, run prospecting campaigns (email, social), schedule quality meetings for Sales Executives, develop account plans and territories, track and manage leads in Salesforce, collaborate with marketing and sales to optimize outreach, and continually use data and technology to improve pipeline quality.

Execute complex premium audit reviews and secondary quality assurance for high-priority accounts, monitor audit queues, analyze audit files and trends, recommend process improvements, support test audit programs, and mentor/onboard reviewers while collaborating with leadership to maintain quality standards.

Serve as the senior onshore client owner for major strategic insurance accounts, translating contracts into tech-enabled delivery. Lead cross-functional Pod teams through Integrate-Optimize-Digitize lifecycles, manage executive relationships, ensure SLA/KPI adherence, drive tech-enablement and expansion, own account health in Salesforce, and run executive business reviews to ensure on-time delivery and growth.