Partnership Executive (Customer Success Manager)

ReSource Pro is a trusted partner in the insurance industry, focusing on optimizing performance and driving growth. They are seeking a Partnership Executive to manage client experiences, ensuring revenue retention and service excellence while fostering long-term partnerships.

Responsibilities:

• 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

Requirements:

• Bachelor's degree in Risk Management, Business, Finance, or a related field
• 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
• Advanced degree preferred