Create processes and cross-functional project plans for the onboarding of large strategic clients
Manage communications to client contacts ranging from C-level executives to general staff.
Lead client deliverables, including metric reporting and the establishment of governance plans.
Execute effectively by training client employees and creating comprehensive procedure documentation.
Analyze productivity and capacity to provide critical input for strategic client planning.
Identify trends in service delivery to proactively manage client expectations and results.
Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services.
Partner with Client Executives to identify and facilitate opportunities for service expansion.
Facilitate process improvement sessions to optimize operational effectiveness for our partners.
Resolve complex escalations to ensure standards are met for both internal teams and clients.
Coordinate with IT and internal functional departments to meet common goals and deliverables.

Bachelor’s degree in Risk Management, Business, Finance, or a related field (Advanced degree preferred).
10+ years of insurance industry experience within an MGA/RGA or carrier environment.
10+ years in a customer-facing delivery role managing large-scale relationships.
10+ years of experience utilizing Project or Program Management methodologies.
Strong leadership presence with high-level executive presentation and communication skills.
Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth.
Experience leading change management initiatives and planning cultural transformations.
Superior facilitation skills and the ability to adapt personal work styles to meet client needs

Partnership Executive – Customer Success Manager

Key skills