Build, develop, and lead a team of client advisors, driving performance through clear quota setting, regular pipeline inspection, and disciplined forecasting.
Conduct quarterly and annual performance reviews tied to sales outcomes, including win rates, deal velocity, and account growth.
Support your team in the field through client visits and remote calls to contribute to deal strategy and advance the sales pipeline.
Ensure client satisfaction and retention by fostering trusted partner relationships that increase utilization of ReSource Pro services.
Work closely with on
and offshore delivery teams to troubleshoot concerns and negotiate renewal terms.
Contribute to the development of organizational business development standards, practices, and cross-team learning initiatives.
Foster a collaborative and solution-oriented workplace culture by upholding professionalism and engaging in constructive conversations.
Maintain individual contributor account management responsibilities for a portfolio of key accounts.

Bachelor’s degree in a related field of study
10–15 years of experience in sales and/or account management within insurance, BPO, or a related industry
7+ years of experience in leading and managing professional teams
Proven record of sales success and an established understanding of the core business of insurance clients
Exceptional interpersonal and communication skills, with the ability to influence all levels of an organization
Technologically savvy, including proficiency with Salesforce (or other CRMs) and the Microsoft Office Suite
Strong project management skills with a proven record of achieving consensus and effective results in project implementation
Ability to thrive and remain calm in a fast-paced, high-intensity environment
Willingness to travel more than 60% of the time
Industry designations such as CIC, CPCU, AINS, or CRS are preferred but not required.

Director, Client Development

Key skills