• Provides prompt, accurate and courteous service to clients, producers and company personnel • Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines • Consults, informs and educates clients about coverage, exclusions and exposures • Generates premium allocations for clients • Negotiates rate terms and conditions with Carriers on behalf of clients • Provides technical support to Producers • Prepares necessary proposals, summaries of insurance and applications • Follows up to ensure timely responses • Contacts clients and follows up in conjunction with producers, renews policies • Consults, informs and educates audit procedures to clients • Sets priorities and manages workflow to ensure efficient processing of transactions

• Able to work with clients to utilize marketing analytics and AI tools to analyze campaign performance, derive insights, and optimize strategies • Prioritize customer success with a strong commitment to high-quality support and delivery. • Independently create detailed project and resource plans while collaborating closely with clients and internal Professional Services practice leads. • Lead strategic client meetings and consultations, providing guidance and expertise. • Manage client relationships end-to-end, maintaining accountability throughout the entire client lifecycle. Including contract discussions, upsell opportunities research, and budget management. • Partner closely with Sales, Engineering, Product, and Support teams to ensure alignment with company goals and seamless execution.

Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Come Join ReSource Pro! 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. 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... - Manage small 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… - 3-5 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 Mountain or Central time zone to accommodate client - 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 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 *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.

• Increase revenue and build lasting relationships with customers while representing our comprehensive portfolio of scientific products and services • Develop and implement strategic sales plans, manage key account relationships, and ensure customer satisfaction through consultative selling • Work with cross-functional teams to provide tailored solutions that meet customer needs while achieving sales targets • Serve as a trusted advisor to help customers advance their scientific goals through a combination of customer visits and virtual engagement