ReThink Solutions
Client Partner – Insurance Solutions
Location
United States
Posted
7 hours ago
Salary
$124.0K - $210.2K / year
Seniority
Lead
Job Description
Client Partner – Insurance Solutions
ReSource Pro
• Serve as the senior onshore point of contact and strategic liaison between senior client contacts, internal stakeholders, and all relevant functional teams. • Own the account through the full transformation lifecycle, maintaining VP- and C-level relationships on the client side. • Oversee complex onboarding and existing work conversions to tech-enabled service offerings, ensuring initiatives go live on time. • Lead regular Executive Business Reviews (EBRs) and account health check-ins while establishing client-facing reporting and internal key metrics monitoring. • Act as the senior owner for service delivery performance across assigned strategic accounts, ensuring adherence to SLAs, KPIs, and contractual and operational obligations. • Initiate and oversee tech-enablement projects by collaborating with Service Delivery, internal and external tech partners, and key client contacts to define scope, approach, and execution. • Develop and deepen executive-level and senior stakeholder relationships, positioning ReSource Pro as a trusted advisor and strategic partner. • Identify expansion signals within the account and partner with Sales and Account Management to shape proposals, close opportunities, and support cross-tower growth. • Maintain current account documentation in Salesforce and completely own the account health record. • Lead and influence a 10–30 person cross-functional Pod team drawn from SDU, OpEx, Global Account Management, Tech Enablement, AI Factory, Operations Advisory, and Tech Services.
Job Requirements
- Bachelor’s degree required; Business, Risk Management, or related field preferred.
- 10+ years in client success management handling large, complex accounts and deals.
- 10+ years in a P&C insurance, BPO, or professional services environment.
- 10+ years applying project or program management methodologies in a client-facing delivery context.
- Proven track record managing multi-stakeholder relationships at the Director-to-VP level.
- Deep operations fluency with an understanding of how insurance carriers, brokers, and MGAs run.
- Insurance designations are preferred.
- Ability to travel 30–50% domestically and internationally.
Benefits
- 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
Related Guides
Related Job Pages
More Client Partner Jobs
Senior Associate, Readiness Owner (Client Readiness)
New York LifeNew York Life is headquartered in New York, New York, and offers a portfolio of products for life insurance, long-term care insurance, retirement, investment an
Location Designation: Fully Remote Business Unit: Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-size and large companies. Our work fosters a healthier, happier and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement and support these solutions directly impacting customers' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits and life insurance solutions. Role Overview: The Readiness Owner is responsible for driving operational readiness and change management activities across initiatives impacting Client Implementation, Client Readiness, and related Group Benefit Solutions operations. This role partners closely with Experience Owners, Project Managers, Technology teams, and cross-functional business stakeholders to ensure new processes, systems, and capabilities are successfully implemented and adopted. Supporting portfolio priorities and PI planning cycles, the Readiness Owner translates strategic objectives into executable readiness plans, aligns operational workflows across onboarding, implementation, and servicing functions, and helps ensure successful business outcomes with minimal disruption to day-to-day operations. What You'll Do: - Assess operational impacts of strategic initiatives and process changes, define readiness requirements, and develop comprehensive readiness plans aligned with project milestones, portfolio priorities, and implementation timelines. - Lead process engineering activities by mapping current and future-state workflows, identifying operational waste and process improvement opportunities, and developing documentation, SOPs, and supporting materials required to operationalize new capabilities. - Identify operational risks, gaps, dependencies, and reporting requirements, develop mitigation strategies, and proactively escalate issues that may impact implementation success or adoption. - Partner with Experience Owners, Project Managers, Technology teams, Client Implementation leadership, and business stakeholders to coordinate readiness activities, align expectations, and provide clear communication on readiness status, risks, and progress. - Support testing, readiness validation, go-live execution, and stabilization efforts by ensuring business workflows are accurately represented in testing, resolving readiness gaps, monitoring adoption, and facilitating successful transition to business-as-usual operations. What You'll Bring: Required Skills: - Bachelor's degree or equivalent professional experience in business operations, project management, organizational change management, or a related field. - Experience supporting operational readiness, business transformation, project delivery, or change management initiatives within a complex business environment. - Strong understanding of implementation, onboarding, servicing, or operational workflows and the ability to evaluate impacts across interconnected business processes. - Demonstrated experience with process mapping, workflow analysis, documentation development, and identification of process improvements that support operational excellence. - Strong communication, facilitation, and stakeholder management skills with the ability to influence and build alignment across cross-functional teams without direct authority. - Excellent analytical, problem-solving, organizational, and prioritization skills with the ability to manage multiple initiatives in a fast-paced environment. Preferred Skills - Experience working within Agile delivery environments, including PI planning, portfolio management, or large-scale transformation programs. - Familiarity with Group Benefits, insurance operations, client implementation, or service delivery organizations. - Knowledge of organizational change management methodologies, readiness assessments, and adoption measurement practices. - Experience developing training materials, job aids, standard operating procedures, and operational enablement resources. Pay Transparency Salary Range: $85,000-$115,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 94259
• Drive renewals and expansion through proactive account planning, uncovering unmet needs, and delivering tailored, consultative solutions • Build and execute strategic growth plans across defined territories in partnership with product specialists, customer success, and GTM operations • Position LexisNexis legal research, analytics, and AI-enabled workflow platforms as essential solutions aligned to client practice groups and operational goals • Develop trusted relationships with senior stakeholders including managing partners, firm leadership, KM leaders, and practice chairs • Navigate complex buying groups and firm hierarchies to secure renewals and expand key relationships • Use Salesforce, Gong, and Seismic to maintain pipeline discipline, track engagement, surface insights, and inform outreach strategies • Provide structured feedback to internal teams based on client insights and usage patterns
• Develop and own the SASE ecosystem strategy for the region, defining key objectives, demand generation campaigns, and enablement plans. • Establish, track, and analyze key performance indicators (KPIs) and sales metrics to identify trends and drive performance improvement. • Collaborate with Alliance Directors and Channel Business Managers (CBMs) to build and manage a robust sales pipeline through targeted lead generation activities. • Evaluate and optimize partner engagement processes to streamline workflows, increase efficiency, and accelerate SASE adoption. • Design and support the execution of SASE-focused sales campaigns and initiatives to achieve growth targets within the partner ecosystem. • Act as the SASE subject matter expert, providing coaching, mentoring, and enablement support to the internal ecosystems community and partners. • Represent the company's SASE and Zero Trust strategy at executive partner pitches, roadshows, and other industry events. • Analyze market trends, competitor activities, and customer needs to provide actionable intelligence that influences go-to-market strategies.
• Assists in establishing and maintaining appropriate commercial carrier relationships • Performs marketing activities for large accounts • Prepares risk maps for assigned accounts • Coordinates service delivery including developing initial placement/renewal strategies • Completes special projects




