ReSource Pro

Operations

• Lead administration and optimization of network infrastructure and systems;
• Own complex infrastructure changes, upgrades, and reconfigurations;
• Establish and maintain standards, documentation, and best practices for infrastructure management
• Lead Server Management including Active Directory, O365, Azure, HyperV, and other infrastructure security platforms
• Partner with the Information Security team with security related tasks, projects, and initiatives
• Lead Tier 3 technical support across desktop, server, network, system admin, and voice systems;
• Provide assistance to other help desk staff to resolve more complex issues.
• Assist in the client connectivity setups, security infrastructure, network adds/configurations/changes/troubleshooting
• Act as the primary escalation partner for offshore teams in China and India;
• Coordinate cross-region troubleshooting and incident resolution;
• Improve global support workflows and knowledge transfer while ensuring consistency across regions
• Support the Technology team with M&A due diligence and integration planning and execution of system migrations
• Lead mid-to-long-term and Tier 3 Technology projects;
• Leverage knowledge and IT expertise to troubleshoot and make recommendations;
• Manage project deadlines to ensure deliverables are completed on time
• Drive automation, modernization, and operational efficiency initiatives
• Leverage knowledge of technology implementations to coach and mentor other members of technology teams on global implementations

Lead Specialist, Technology Operations

Accountant

• Support financial and operational integration activities for mergers and acquisitions, including pre-close preparation and post-close execution.
• Prepare, validate, and convert financial and operational data, including customer and vendor records, contracts, and historical balances.
• Partner with Accounting, Finance, Technology, and Talent teams to support smooth integration of financial processes and systems.
• Assist with Workday data setup and validation (e.g., company information, tax IDs, cost centers).
• Review financial statements and balance sheet reconciliations to support accurate opening balance sheet entries.
• Perform month-end close activities for U.S. entities, including journal entries, accruals, and account reconciliations under supervision.
• Support intercompany accounting and balance sheet maintenance.
• Assist with audit preparation by compiling schedules, documentation, and responding to inquiries.
• Provide ad hoc support across accounts payable, expense reporting, and accounts receivable.
• Support finance and accounting initiatives through project coordination, tracking deliverables, and following up with stakeholders.
• Participate in cross-functional workstreams and integration meetings.
• Contribute to process improvement efforts through research, data analysis, and recommendations to improve efficiency and controls.
• Collaborate with teammates to support knowledge sharing, compliance with accounting policies, and a positive, professional team environment.

Insurance

• Serve as a subject matter expert on core P&C insurance platforms and the broader insurance technology ecosystem.
• Partner with sales and client executives to drive and refine the opportunity pipeline.
• Lead client discovery workshops to assess business needs, pain points, and technical environments.
• Develop high-level solution approaches, blueprints, integration patterns, and implementation roadmaps based on client requirements.
• Collaborate with cross-functional teams (sales, consulting, delivery) to create compelling proposals, statements of work, and technical solution narratives for RFP responses.
• Lead and support end-to-end delivery of technology engagements, from planning and design to implementation and transition, ensuring quality and alignment with client expectations.
• Collaborate with both offshore and onshore teams to ensure technical alignment, delivery quality, and client satisfaction, while meeting timelines, budget, and contractual commitments.
• Develop reusable accelerators (e.g., playbooks, templates, APIs) to speed deployments and lower ownership costs.
• Partner with Client Executives and Sales Engineers to tailor technology solutions and drive client relationships from start to finish.
• Equip sales teams with effective materials (pitch decks, use cases, briefs) to support client engagement.
• Mentor junior team members, foster cross-functional collaboration, and promote best practices across teams and regions.
• Strengthen partnerships with platform providers and systems integrators.

Senior Principal Technology Solutions – Insurance Carrier

Auditor

• Schedule and conduct phone and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations.
• Collect, organize, and verify documentation via secure portals, email, or follow-up calls/virtual meetings.
• Prepare and submit detailed audit reports that meet time service expectations.
• Maintain clear and professional communication with insureds and internal stakeholders throughout the process.
• Identify and escalate issues that could impact client satisfaction or carrier relationships.
• Collaborate with colleagues and leaders to uphold quality standards and a positive, respectful workplace culture.

Insurance Auditor

Project Manager

• Define, oversee, and govern multiple concurrent client projects of high complexity and strategic importance
• Establish and implement best practices, frameworks, and governance models for program/project delivery
• Develop and manage integrated project roadmaps across workstreams
• Manage project timelines and resources effectively to ensure project delivery within defined parameters
• Drive adoption of standardized processes, tools, and templates across engagements
• Proactively manage project risks and issues, identifying opportunities for efficiency, and developing and implementing appropriate mitigation, escalation, and automation plans
• Monitor and control budgets, timelines, and scope, ensuring alignment to client strategy and contractual agreements
• Ensure organizational resources are aligned to business and client priorities
• Contribute to the evolution of insurance technology service offerings such as: Core system implementation and optimization, Data migration, conversion factories, and M&A integration support, Intelligent automation, and Analytics and reporting modernization
• Support pre-sales efforts including solution design, estimates, proposals, and executive presentations
• Partner with executive leadership to support and drive strategic and growth initiatives
• Serve as a strategic advisor to clients, aligning project delivery with business goals
• Manage escalations with diplomacy and a solution-oriented approach; Collaborate with clients to reprioritize or realign work as business needs evolve
• Provide transparent, executive-level reporting and communication on project status
• Establish delivery standards, accelerators, and governance frameworks
• Drive skills development in insurance platforms, data conversion, integrations, and automation tools

Senior Project Manager – Insurance Technology

Account Executive

• Own the full sales cycle – from prospecting to proposal development to contract negotiation and handoff
• Identify, qualify, and engage non-strategic/small-to-mid-size accounts , leveraging both inbound and self-generated leads
• Use consultative sales techniques to deliver customized, insight-led messaging and compelling business cases
• Collaborate with SDRs, Solution Architects, and internal stakeholders to drive pipeline opportunities and close business
• Be a visible brand advocate: speak at webinars, attend trade shows, and contribute to industry groups to grow our network

Sales Executive – MGA Insurance Vertical

• Manage a workload of 100-150 audits, ensuring timely completion and accuracy.
• Contact policyholders to obtain necessary documentation for audits.
• Conduct inventory contact with policyholders and follow up on a weekly basis.
• Obtain and collect required documents within a 30-day timeframe.
• Work with difficult clients to gather necessary information for audits.
• Determine the accuracy and completeness of records obtained and escalate any discrepancies to the auditor.

Insurance Audit Assistant

AI Engineer

• Lead Engineering from Concept to Launch
• Own technical architecture, design, and implementation for new AI driven insurance products
• Translate open ended opportunities into defined system designs and deliver production grade solutions
• Make foundational decisions related to architecture, infrastructure, data flows, and scaling
• Develop prototypes and production features using Python, modern frameworks, LLM APIs, vector databases, and cloud native services
• Write full stack code with a focus on quality, reliability, and performance
• Participate in customer sessions to observe workflows and validate product direction.

Senior Forward Deployed AI Engineer

• Develop comprehensive data conversion strategies aligned with business objectives and market trends;
• Collaborate with stakeholders to define data and document conversion goals, KPIs, and success metrics
• Contribute to the development of strategic initiatives to drive business growth, expand service offerings, and increase profitability
• Lead overall management of conversion initiatives including planning, resource allocation, timeline management, and execution
• Monitor and track progress of conversion initiatives, identifying and addressing any potential roadblocks or issues
• Oversee the execution of conversion projects, ensuring adherence to quality standards and best practices
• Provide regular updates and reports to senior management on the status and progress of conversion initiatives
• Conduct post-conversion reviews and analysis to identify areas for improvement and implement corrective actions as needed
• Lead the product development process including defining product requirements, creating wireframes and prototypes, and collaborating with engineering teams to deliver high quality products on time and within budget;
• Act as the primary point of contact for all product-related inquiries and decisions
• Collaborate with cross-functional teams, both internally (Marketing, Sales, Software Engineering) and externally (clients, Business Applications Team, IT team) to ensure alignment of data conversion efforts with overarching business strategies
• Provide mentorship and guidance to team members on best practices in AMS conversion and administration;
• Provide training to new team members
• Stay up-to-date on trends and best practices in AMS administration and data conversion
• Champion a culture of continuous improvement and innovation;
• Proactively seek new opportunities and methodologies to enhance conversion strategies and drive business growth

Senior Project Manager – Agency Management Systems

Consultant

• Drive Strategy & Advisory: Serve as a trusted advisor to executive leadership on IT strategy and digital transformation, developing enterprise roadmaps and governance models.
• Design & Implement Solutions: Lead large-scale IT projects, including cloud migrations, system integrations, and modernization programs, ensuring designs adhere to best practices and compliance standards.
• Provide Technical Subject Matter Expertise: Offer guidance on cloud platforms (AWS, Azure, GCP), cybersecurity posture improvements, and database initiatives including SQL development and performance tuning.
• Foster Innovation & Automation: Lead automation initiatives using tools such as PowerShell, batch scripting, and SQL Jobs, while promoting modern software engineering and DevOps practices.
• Mentor & Lead: Build technical and professional capabilities by coaching junior consultants and internal staff, developing training materials and best practice guides.
• Collaborate Cross-Functionally: Partner with technology leadership, security teams, and business operations to ensure seamless solution deployment and alignment.
• Manage Specialized Platforms: Oversee configuration and optimization for environments such as Quicksolver, CXP, ImageRight, and IIS.