ReSource Pro

Director

• The Director, Data Services will establish and grow ReSource Pro's Data Services practice, with accountability for financial performance and client success.
• Practice Leadership & P&L Ownership: Define and evolve the Data Services strategy and offerings while managing the practice's budget, revenue, and profitability.
• Market Facing Leadership: Serve as a market-facing leader, engaging with clients in pre-sales and solution design to build long-term relationships and a robust sales pipeline.
• Operational Oversight & Delivery Excellence: Oversee project delivery, manage client expectations, and ensure solutions meet high-quality standards. Build repeatable frameworks and methodologies to scale data solutions.
• People Leadership: Build a team and foster an inclusive environment that values diverse perspectives.

Data Services Director

Business Development Rep

• Direct strategy, planning, and execution of business development activities within assigned accounts.
• Develop and maintain trusted partner relationships with clients to understand client’s unique business goals and activities.
• Proactively introduce solutions and ideas to clients to help them improve business performance.
• Manage sales lifecycle and effectively communicates the business and financial cases to successfully close sales.
• Ensure client satisfaction and retention by strategically managing the client relationship.
• Develops relationships with internal and external customers and centers of influence to identify and leverage strategic partnership opportunities and generate referrals to new client sources.
• Execute deliverables within marketing & campaign initiatives/go-to-market strategies.
• Learn new ReSource Pro products/services and introduce the client base to new Resource Pro products and services.
• Leverage knowledge of industry trends and client challenges to develop and deliver compelling value propositions.
• Stay current with industry trends and develops strategic relationships with industry influencers to leverage partnerships and identify business development opportunities.

Business Development Executive, Insurance MGA

• Lead the implementation of delivery frameworks, project governance, and continuous improvement initiatives.
• Design and execute the deal review process for both projects and services, ensuring that we are selling what we can deliver.
• Review all MSAs and SOWs with delivery teams and Legal to identify potential commercial or financial risks.
• Design time tracking process and monitor metrics to ensure consistency and accuracy.
• Manage client relationships, ensure high-quality deliverables, and optimize margins and cost control.
• Build and manage a people supply chain with clear visibility into skills and availability.
• Align resource planning with sales forecasts and strategic priorities to ensure efficient utilization.
• Drive financial consistency through monthly reviews of direct and indirect costs and forecasting accuracy.
• Work with Finance to identify and explain all variances for both actuals and forecasts.
• Identify items required for financial improvements and drive those changes across Tech Services.
• Support the integration of acquisitions by harmonizing delivery models and aligning systems.
• Foster a positive and collaborative environment by upholding professionalism and promoting open, solution-oriented communication

Technology Services Director

Auditor

• Scheduling and conducting onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations.
• On-site audit average travel is 30 miles and could go up to 100 miles from your home base.
• Collecting, organizing, and verifying documentation via secure portals, email, or follow-up calls/virtual meetings.
• Preparing and submitting detailed audit reports that meet time service expectations.
• Maintaining clear and professional communication with insureds and internal stakeholders throughout the process.
• Identifying and escalating issues that could impact client satisfaction or carrier relationships.
• Collaborating with colleagues and leaders to uphold quality standards and a positive, respectful workplace culture.

Premium Insurance Auditor

Insurance Premium Auditor

• Scheduling and conducting onsite and virtual audits with insured clients, including interviews, walkthroughs, and verification of business operations
• Conducting in-person and virtual premium audits to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures
• Gathering data through onsite visits, interviews, and facility walkthroughs
• Collecting, organizing, and verifying documentation via secure portals, email, or follow-up calls/virtual meetings
• Preparing and submitting detailed audit reports that meet time service expectations
• Maintaining clear and professional communication with insureds and internal stakeholders throughout the process
• Identifying and escalating issues that could impact client satisfaction or carrier relationships
• Collaborating with colleagues and leaders to uphold quality standards and a positive, respectful workplace culture
• Traveling locally for on-site audits (average 30 miles; could go up to 100 miles from home base)

Product Marketing

• Lead, oversee and support the implementation of the strategic go-to market strategy for the Carrier, Retail and MGA markets
• Partner with the Marketing, Tech Services and Sales teams
• Understand the customer, market, and revenue goal, then develop, drive, and ensure the smooth execution of market strategy and content to support those goals
• Translate revenue goals into impactful marketing strategies
• Develop and implement comprehensive marketing strategies (digital & in-person)
• Design and implement compelling marketing campaigns across various digital channels (search, social, ABM, events, etc.) to generate leads and support business growth
• Take ownership of writing, designing, and stewarding engaging content for all digital channels (website, blog posts, social media, email campaigns)
• Serve as a pivotal link between marketing, sales, and technology leaders
• Stay updated on industry trends to drive continuous improvement

Product Marketing Manager – Insurance Tech Services

Business Development Client Executive, Insurance Retail

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 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 develop and implement appropriate mitigation, escalation, and automation plans
• Direct the execution of enterprise-scale technology and software implementation programs; Ensure organizational resources are aligned to business and client priorities
• Anticipate and mitigate risks and dependencies that could impact delivery or business outcomes; Lead issue resolution at project level, removing barriers to progress
• Monitor and control budgets, timelines, and scope, ensuring alignment to client strategy and contractual agreements; Ensure delivery of outcomes that meet or exceed client expectations and quality standards
• Track, analyze, and report project metrics for leadership and client executives
• Serve as a strategic advisor to clients, aligning project delivery with business goals, demonstrating an understanding of clients' unique business goals and activity
• Manage escalations with diplomacy and a solution-oriented approach
• Provide transparent, executive-level reporting and communication on project status; Collaborate with clients to reprioritize or realign work as business needs evolve
• Encourage knowledge sharing, training, and professional development across delivery teams; Model effective stakeholder management and problem-solving approaches

Senior Project Manager – Implementation

Financial Planning and Analysis

As the Director, Corporate Finance at ReSource Pro, you will be responsible for leading the global financial planning and reporting processes including month end reporting and variance analysis, monthly/quarterly forecasts, and the annual budgeting process.
You will provide high-level financial insights to executive leadership and private equity stakeholders, drive corporate-wide analytics to support strategy, and ensure the finance team is leveraging technology and advanced tools to improve efficiency and accuracy.
Lead the monthly consolidation of global financial results, including the analysis of material variances to budget and forecast; Collaborate with Business Segment Finance to prepare the monthly global commentary summarizing the key themes, variances, and actional insights; Prepare and lead the Monthly Operating Review presentation to senior leadership
Oversee and manage the global budgeting process and the monthly/quarterly forecasting processes, ensuring accuracy and alignment with ReSource Pro strategy.
Direct the overall five-year planning process, collaborating with business leaders and Business Segment Finance to develop long-term plans
Build and prepare high-quality presentations for executive leadership and the Board of Directors across monthly, annual, and strategic planning cycles; Ensure accuracy, clarity, and timeliness of all reports and presentations; Identify risk, opportunities, and key action items throughout the planning cycle
Provide corporate-wide financial analysis and metrics to support global strategic initiatives; Partner with executive leadership to track performance against strategic goals
Lead and participate in ad hoc projects requiring deep financial and operational analysis; Conduct research and analysis to support strategic decision-making across ReSource Pro
Develop and maintain reporting tools and dashboards for executive use
Establish and oversee a forward-looking technology roadmap for the global FP&A Team; Foster a culture of continuous improvement and digital transformation within the Finance team
Promote the adoption of AI-driven tool, Workday, ERP Systems (Adaptive), and advanced BI platforms (eg., Power BI); Stay current with industry and technology trends, recommending innovative solutions for finance operations; Guide the team in leveraging emerging technologies to enhance productivity and accuracy
Collaborate cross-functionally with CFO, COO, VP FP&A, and other leaders across the organization, including offshore teams
Lead, mentor, and develop global finance teams to achieve high performance and professional growth; Promote a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity

Director, Corporate Finance

Insurance

• As an Insurance Account Specialist for ReSource Pro, you will work closely with Account Managers and offshore SDU teams to service and assigned book of business within a client Account.
• You will respond to inquiries from insureds and complete routine, entry-level service requests within the Agency Management System.
• This is a customer-facing role that is key to building and maintaining client relationships and providing exceptional customer service.
• Respond to customer inquiries via phone/email and complete routine insurance tasks in the Agency Management System; Handle questions and concerns from customers professionally, politely, and efficiently; Escalate communications to the appropriate resource when needed
• Support Sr. Specialists and Account Managers by proactively processing service-related issues; Collaborate with offshore Service Delivery Teams on client work and provide feedback to offshore teams
• Independently operate client systems and process routine (endorsements, certificates of insurance, application follow-ups, quoting) insurance tasks; Document work in client/company database
• Build relationships with the clients and insureds to support client retention and revenue growth; Consult with client team members on work and requests from insureds
• Look for opportunities to improve processes; Provide suggestions to the OPEX team and SDU Leadership; Help maintain procedures, service level goals and guidelines
• Follow established procedures to meet quality SLAs while maintaining security policies/standards
• Train new Account Specialists on basic tasks and procedures; Provide direction/instruction as needed to new hires; Check and audit work of new hires
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

Insurance Account Specialist

• Define and execute a partnership strategy that supports ReSource Pro's growth goals across the Retail, MGA, and Carrier markets
• Identify and prioritize ecosystem opportunities, establish partnership tiers and models, and articulate the mutual value proposition for each
• Build business cases and go-forward plans for strategic partner relationships
• Serve as an executive sponsor and escalation point for key partner accounts
• Cultivate relationships with C-level executives and senior leaders at partner organizations
• Lead joint go-to-market planning, co-sell initiatives, and internal coordination
• Oversee the negotiation and execution of partnership agreements and monitor partner performance using KPIs and governance models
• Collaborate with Marketing and Revenue teams to align offerings with market demand and generate partner-influenced pipelines
• Support the creation of value-based collateral and success stories that demonstrate partnership impact
• Represent ReSource Pro at industry events and through thought leadership, such as webinars, white papers, and panels
• Provide subject matter expertise and contribute to client advisory engagements where strategically relevant

Data Services Director

Business Development Executive, Insurance MGA

Technology Services Director

Premium Insurance Auditor

Insurance Premium Auditor

Premium Insurance Auditor

Insurance Premium Auditor

Premium Insurance Auditor

Premium Insurance Auditor

Premium Insurance Auditor

Product Marketing Manager – Insurance Tech Services

Business Development Client Executive, Insurance Retail

Senior Project Manager – Implementation

Director, Corporate Finance

Insurance Account Specialist

Sr Director Partner Alliances, Insurance Industry