Teams at ReSource Pro

Lead enterprise Salesforce architecture, governance, integrations, and platform optimization across GTM systems. Define standards, review designs, oversee implementations, ensure security and data quality, mentor teams, and partner with stakeholders to deliver scalable, compliant Salesforce solutions.

Manage a book of commercial lines insurance accounts, drive retention and cross-sell, evaluate carriers and placements, provide timely service, consult with clients and train junior team members, and collaborate with onshore/offshore teams to process renewals and bind new business.

Perform advanced quality reviews of premium audits across audit types, mentor and onboard reviewers, analyze audit files and trends, recommend process improvements, support test audit programs, and collaborate with leadership to maintain audit quality and resolve queue bottlenecks.