ReSource Pro

Drive business development and client account planning within the MGA insurance vertical, managing client relationships and sales lifecycle to ensure client satisfaction and retention. | 2-5 years of business development or strategic account management experience in insurance and BPO, bachelor’s degree, strong communication skills, and preferably MGA experience and insurance designations. | Do you want to leverage your BPO and MGA Insurance Industry experience selling business services to the Insurance Sector with a growing, global company? Are you able to build trusted relationships with clients while building their accounts strategically? Come Join ReSource Pro! Your role... ReSource Pro is looking for a Client Executive to join our MGA vertical within the Business Development team to drive growth by cultivating client relationships, lead the client account planning cycle and ensure clients’ needs are consistently met. We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In addition- our goal is to be where our clients are, and a significant portion of time will be spent traveling. In this role you will: • 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. What you need to be successful... • 2-5 years' experience in business development or strategic account management, preferably with business process outsourcing (BPO) • 2-5 years insurance industry experience • MGA experience preferred • Bachelor’s degree • Experience selling products or services to insurance organizations. • Insurance designations preferred. • Proven record of sales success and internal drive to persevere and grow client relationships. • Strong verbal, written and presentation skills with the ability to listen effectively to client and audience responses (verbal and non-verbal) • Exceptional interpersonal skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes variable compensation eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $97,847 - $165,707. The salary range could be lower or higher based on the specific geographic location in which the candidate. This role is eligible for commission in addition to base pay. The commission structure is uncapped and is calculated based on a variety of sales performing factors. The salary range may vary based on the specific geographic location in which the candidate resides. Your Benefits & Perks... • 100% paid employee health insurance on Day 1 • Eligible for all medical, dental, and vision benefits on Day 1 • Remote & Hybrid work available. • 401k with employer match, vested on Day 1 • Generous PTO plan with paid holidays + floating holidays • Development and growth opportunities • Comprehensive wellness program and prioritization of employee health • Fun and teamwork-oriented work environment Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: • Behavioral Interview with Talent Acquisition • Online talent assessment • Hiring Manager interview • Stakeholder interview • Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Powered by JazzHR zn72dRO73C

Conduct onsite and virtual premium audits including interviews and facility walkthroughs to verify business operations and prepare detailed audit reports. | 3-5 years experience in auditing, accounting, insurance or client-facing roles, ability to travel locally, proficiency with audit tools, and strong communication skills. | This a Full Remote job, the offer is available from: Arkansas (USA), Connecticut (USA), Indiana (USA) Do you have strong attention to detail and enjoy work that makes a meaningful client impact? ReSource Pro is seeking a Remote Independent Physical Auditor Contractor to support our Premium Services Audit team. Your role: ReSource Pro is seeking a Remote Independent Physical Auditor Contractor to support our Premium Services Audit team. In this role, you’ll conduct in-person and virtual premium audits with insured businesses to ensure accurate classification and reporting of Workers’ Compensation and General Liability exposures. You’ll gather data through onsite visits, interviews, and facility walkthroughs. You will be: • Schedule and conduct 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. • 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. What you need to be successful: • *Candidates must reside in or in the immediate area of Porland, OR. • High School Diploma or GED. • Provide personal phone, laptop and/or computer. • Ability to travel locally (average of 30 miles; up to 100 miles from home base). • 3–5 years of work experience, ideally in auditing, accounting, insurance, or a client-facing role preferred. • 1–2 years of independent field-based work experience preferred. • Strong organizational and time-management skills with the ability to meet deadlines. • Proficiency with audit systems and tools; comfort using video conferencing platforms (e.g., Zoom, Microsoft Teams). • Excellent communication and interpersonal skills for building client relationships. • Ability to analyze data, spot discrepancies, and explain findings clearly. • A proactive, professional, and detail-oriented approach. Your Compensation: As a contractor, you have the flexibility to propose your own rate for this engagement. Compensation will be based on the mutually agreed rate between the contractor and the company, taking into consideration the scope of work, experience, and industry standards. Please provide your desired hourly or project-based rate when applying. Note that as a 1099 contractor, you will be responsible for your own taxes, insurance, and any other employment-related expenses. The budget for this position is $33.50-$38.50 per billable hour. Your Interview Process: To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: • Behavioral Interview with Talent Acquisition • Online Assessment • Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US.  Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This offer from "ReSource Pro" has been enriched by Jobgether.com and got a 75% flex score.

The Senior Specialist, Payroll & Benefits will provide front-line support and guidance to employees, working on payroll, benefits, and compliance processes. This role includes conducting audits, managing payroll and benefit processes, and serving as a trusted resource for internal inquiries. | Candidates should have a bachelor's degree in Human Resources or a related field and 5-7 years of experience in payroll or employee benefits administration. Knowledge of federal, state, and local regulations related to Total Rewards is essential. | Are you passionate about helping employees? Do you want to be a part of a collaborative Total Rewards team? Come Join ReSource Pro! Your Role... ReSource Pro is seeking a Senior Specialist, Payroll & Benefits to provide front-line support and guidance to ReSource Pro employees. This role works independently and collaboratively on payroll, benefits, and compliance processes, conducts audits, and supports department projects. The Senior Specialist, Payroll & Benefits will contribute to ReSource Pro's Total Rewards design by conducting market and vendor research, managing payroll and benefit processes, and serving as a trusted resource for internal customer inquiries. We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In this role, you will... Lead compliance audits and reporting (EEOC, ACA, I-9, etc.) to ensure adherence to federal/state regulations and internal policies Maintain and update company policies and employee handbooks in line with legal requirements Support and ensure accuracy of payroll processes, including during mergers and acquisitions Resolve multi-state payroll tax issues, perform audits, and manage responses to tax jurisdiction notices Perform QA checks, reconcile payroll data (Workday/ADP), and document procedures for accuracy and compliance Collaborate with benefit brokers/vendors to evaluate and recommend competitive benefits programs Lead Open Enrollment planning, employee education, and ensure benefits data integrity across systems Serve as primary contact for employee benefits inquiries and coordinate resolution with vendors Conduct regular audits of benefits, payroll, and compliance data to ensure accuracy and system alignment Provide HRIS support during onboarding/offboarding, assist with system enhancements, and lead process automation Manage mid-to-high complexity Total Rewards projects, ensuring alignment with organizational goals Promote teamwork, professional communication, and continuous improvement across payroll, benefits, and compliance functions What You Need to be Successful... Bachelor's degree in Human Resources, Business Administration, or related field 5-7 years of related payroll or employee benefits administration 2-3 years of payroll tax experience preferred ADP and Workday experience preferred Proficiency with Microsoft Office, specifically Excel, and HRIS/benefits databases Strong project management and organizational skills, with the ability to manage multiple priorities Excellent communication and interpersonal skills Detail-oriented with strong problem-solving abilities Knowledge of all federal, state, and local regulations and compliance requirements related to Total Rewards Excellent time management skills with a proven ability to meet deadlines Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $44,816 - $76,076 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides. Your Benefits & Perks… 100% paid employee health insurance available on Day 1 Eligible for all medical, dental, and vision benefits on Day 1 Remote positions are Internet stipend-eligible 401k with employer match, vested on Day 1 HSA/FSA available Long Term and short-term disability employer-provided Generous PTO plan with paid holidays + floating holidays Development and growth opportunities Comprehensive wellness program and prioritization of employee health Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: Behavioral interview with Talent Acquisition Online talent assessment Hiring Manager interview Stakeholder Interview Team Coffee Chat *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Manage commercial lines insurance client accounts, renew policies, bind new business, increase revenue, and lead customer interactions. | 3-7 years Property and Casualty insurance experience, active insurance license, bachelor's degree or equivalent, proficiency in Excel and agency management systems, located in Central or Eastern time zone. | Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Do you thrive in a fast paced, team-oriented environment? Your Role... ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. After 3 months you will... Manage large books of business for commercial lines insurance clients Drive customer retention and market additional lines of coverage to grow business and properly insure risks Evaluate carrier relationships, commercial insurance products, and market placement Provide quality and timely service to customers and clients Research, provide recommendations and implement ReSource Pro solutions for clients Work in a variety of Agency Management Systems to complete tasks Lead day-to-day customer interactions Use your subject matter expertise to consult with customers and advise colleagues Gather information about client needs and insurance solutions Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals What you need to be successful… Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center Active Resident Property and Casualty insurance license required Located in Central time zone or Eastern time zone to accommodate client Condo/Co-op experience in NY or FL Microsoft Office Proficiency - Excel required Experience working in Agency Management System required Industry designations preferred such as CPCU, CIC, CISR, ARM Ability to adapt and succeed within a team-oriented environment Excellent problem-solving and customer service skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides. Your Interview Process... To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes: Behavioral Interview with Talent Acquisition Online talent assessment Hiring Manager Interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. Your Benefits & Perks.. 100% paid employee health insurance available on Day 1 Eligible for all medical, dental, and vision benefits on Day 1 Remote positions are Internet stipend-eligible 401k with employer match, vested on Day 1 HSA/FSA available Long Term and short-term disability employer-provided Generous PTO plan with paid holidays + floating holidays Development and growth opportunities Comprehensive wellness program and prioritization of employee health About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business, responsible for renewing existing policies, binding new business leads, and increasing overall revenue. This role involves managing large books of business, driving customer retention, and collaborating with teams to meet client needs. | Candidates should have a Bachelor's degree in Insurance, Risk Management, or a related field, along with 3-7 years of Property and Casualty insurance experience. An active Resident Property and Casualty insurance license is required, and industry designations are preferred. | Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Do you thrive in a fast paced, team-oriented environment? Your Role... ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. After 3 months you will... Manage large books of business for commercial lines insurance clients Drive customer retention and market additional lines of coverage to grow business and properly insure risks Evaluate carrier relationships, commercial insurance products, and market placement Provide quality and timely service to customers and clients Research, provide recommendations and implement ReSource Pro solutions for clients Work in a variety of Agency Management Systems to complete tasks Lead day-to-day customer interactions Use your subject matter expertise to consult with customers and advise colleagues Gather information about client needs and insurance solutions Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals What you need to be successful… Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center Active Resident Property and Casualty insurance license required Located in Central time zone or Eastern time zone to accommodate client Condo/Co-op experience in NY or FL Microsoft Office Proficiency - Excel required Experience working in Agency Management System required Industry designations preferred such as CPCU, CIC, CISR, ARM Ability to adapt and succeed within a team-oriented environment Excellent problem-solving and customer service skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides. Your Interview Process... To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom. The standard interview process includes: Behavioral Interview with Talent Acquisition Online talent assessment Hiring Manager Interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. Your Benefits & Perks.. 100% paid employee health insurance available on Day 1 Eligible for all medical, dental, and vision benefits on Day 1 Remote positions are Internet stipend-eligible 401k with employer match, vested on Day 1 HSA/FSA available Long Term and short-term disability employer-provided Generous PTO plan with paid holidays + floating holidays Development and growth opportunities Comprehensive wellness program and prioritization of employee health About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.