Jobs at ReSource Pro

Own strategic insurance accounts as the senior client relationship leader, overseeing transformation lifecycles, service delivery, onboarding, executive reviews, technology-enablement initiatives, account health, and expansion opportunities. The role requires leading cross-functional teams, maintaining senior client relationships, ensuring SLA and contractual performance, and serving as a trusted advisor to insurance carriers, brokers, and MGAs. Travel is required domestically and internationally.

Provides front-line customer service for ReSource Pro clients through phone, email, and chat. Handles inquiries, communicates with brokers and insurers, completes client and broker tasks, documents work in client systems, and collaborates with team members to meet customer needs and internal goals.

Processes routine insurance tasks, responds to customer inquiries by phone and email, documents work in client systems, supports senior specialists and account managers, and collaborates with offshore service teams. The role requires meeting quality and productivity deadlines, following established procedures and information security standards, and operating multiple client and carrier systems.

Processes routine property and casualty insurance tasks using client, carrier, and agency management systems. Responds to customer inquiries, supports senior specialists and account managers, documents work, collaborates with offshore service teams, and meets quality, productivity, security, and service-level requirements.

Provides customer and operational support for surplus lines tax compliance. Responsibilities include managing client communications, processing tax reports, payments, and filings, coordinating with state regulators, overseeing backend tasks, mentoring team members, resolving escalated issues, and supporting leadership. The role requires accuracy, organization, strong communication, advanced Excel skills, and 1–2 years of surplus lines tax filing experience.

Provides front-line customer support for insurance compliance clients through phone, email, and chat. Processes regulatory compliance, licensing, client intake, and sales-support tasks; gathers and verifies information, updates databases, completes documentation, follows up on outstanding items, and maintains accuracy and deadlines. De-escalates customer concerns, escalates complex issues, collaborates with teammates, and follows established procedures while identifying process improvements.

Processes routine property and casualty insurance tasks using client, carrier, and agency management systems. Responds to customer inquiries, documents work, supports senior specialists and account managers, and collaborates with offshore service teams. Maintains quality, productivity, deadline, and information security standards while following established procedures. Requires a current Property and Casualty license, at least two years of insurance experience, customer service or processing experience, Microsoft Office proficiency, and strong attention to detail.

Leads database engineering for MIS by gathering integration requirements, designing and maintaining databases and data feeds, monitoring performance, debugging scripts and programs, and ensuring secure data storage, backup, archiving, quality, and accuracy. Collaborates with clients, internal teams, banking institutions, and third-party administrators while documenting technical projects and supporting broader Technology initiatives.

Leads bureau reporting, financial data compliance, dashboards, and analytics service delivery. Builds and commercializes a billable reporting service line, ensures accurate and timely client deliverables, oversees regulatory submissions, partners with Technology on data feeds, and manages managers and senior contributors. Serves as a senior client escalation point while driving recruiting, coaching, talent planning, and cross-functional accountability.

Processes routine insurance tasks in agency, client, and carrier systems while meeting quality and timing standards. Responds to customer inquiries, documents work, supports senior specialists and account managers, collaborates with offshore service teams, and follows established procedures and information security policies. Requires a current Property and Casualty license, at least two years of insurance experience, customer service or processing experience, Microsoft Office proficiency, and strong attention to detail.

Provides customer service and regulatory compliance support for surplus lines insurance clients. Responsibilities include preparing and filing surplus lines tax reports and payments, coordinating with state regulators, managing client communications, overseeing processing tasks, training team members, resolving escalated issues, and collaborating with accounting and internal teams.

Provides in-house legal counsel focused on drafting, reviewing, and negotiating commercial contracts, advising stakeholders on contractual obligations and legal risk, and managing corporate maintenance matters. Conducts legal and regulatory research, supports risk mitigation, maintains corporate records, and improves contracting templates and playbooks. The role requires collaboration with internal teams, clients, and vendors, while managing multiple negotiations and deadlines. This is a remote U.S.-based position with 5–10% domestic travel.

Leads financial and quantitative evaluation of acquisition targets, including valuation modeling, due diligence, business case development, investment decks, transaction schedules, and integration planning. The role coordinates stakeholders, presents findings to executives and the Board, and ensures diligence adjustments and deal terms are reflected in final financial models. Requires substantial M&A, private equity, investment banking, corporate development, and complex financial modeling experience.

Leads client-facing solution design for complex insurance and BPO deals. Translates client needs into scalable solutions spanning business process management, technology, consulting, analytics, automation, and AI-driven workflows. Owns solution narratives, needs assessments, pricing assumptions, proposal development, and risk review while partnering with operations, finance, AI teams, and commercial leaders. The role also develops repeatable solution patterns, trains sales leaders, and supports new business efforts. Requires deep property and casualty insurance operations expertise and approximately 50% domestic travel.

Lead complex insurance technology transformation initiatives from business analysis and requirements governance through solution design, configuration, integration, testing, and production readiness. Advise senior client stakeholders, manage cross-functional teams and vendors, mitigate delivery risks, guide P&C insurance platform workflows, drive adoption and automation, and deliver measurable business value across policy, claims, billing, and underwriting operations.

Leads complex financial data submissions to NCCI and state insurance regulators, resolves bureau edits and rejections, and ensures accurate, timely reporting. Trains and mentors analysts, maintains reporting databases and datafeeds, improves processes, and identifies automation opportunities. Partners with Accounting, Technology, clients, and regulatory bodies to resolve root causes and reduce compliance risk across multiple states.

Handles technology services, insurance solutions, and vendor contract drafting, review, negotiation, and lifecycle management. Advises business stakeholders, assesses and mitigates legal risks, conducts legal research, supports corporate governance, develops non-standard agreements, and escalates complex matters. The role requires managing multiple strategic legal matters independently while collaborating across the organization.

Conduct phone and virtual premium audits for workers’ compensation and general liability policies. Schedule client interviews and walkthroughs, verify business operations and documentation, prepare accurate audit reports, communicate findings, identify discrepancies, and escalate issues affecting client satisfaction or carrier relationships. Collaborate with internal teams while meeting quality and service deadlines.

Own product and engineering outcomes across 2–4 strategic technology and AI initiatives. Translate business strategy into requirements, prioritize backlogs, guide architecture and delivery, and improve cycle time, throughput, reliability, and customer value. Partner across Product, Engineering, Architecture, Data, DevOps, and Service Delivery while contributing hands-on to prototypes, troubleshooting, performance tuning, observability, automation, and CI/CD. Institutionalize AI-native practices and lead cross-functional technical discovery and product design.

Leads multiple client-facing software implementation and technology projects from initiation through delivery. Develops project and resource plans, manages scope, budgets, timelines, quality, risks, and cross-functional teams, and serves as the primary client contact. Provides status updates, resolves escalations, builds client relationships, and fosters collaborative project environments.