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Client Support Manager
Client Support Manager-September 2024
Raleigh
Sep 4, 2026
About Client Support Manager

  Helix, a ReSource Pro company, is seeking an experienced independent insurance agency/brokerage professional to serve as a Client Support Manager to understand our customer needs drive in order to drive our innovation.  We actively listen to customers and anticipate their needs, both expressed and unexpressed.   The Client Support Manager presents an opportunity to put your Independent Insurance Agency and Brokerage experience to use.  The ideal candidate will have a unique combination of AMS technical skills and business acumen. 

  This is a remote position with minimal travel that can be based anywhere in the continental United States.

  You will...

  This position will be responsible for setting customers up for success and representing the entire Helix value proposition.  Primary responsibility will be to consult with customers and vendors as AMS60 and Applied Epic Management System SME.  In this role, the ideal candidate will ensure successful customer engagements and act as a solution expert, all in close alignment with the entire Helix and Agency team.

  To be successful you need...

  Knowledge of Independent Agency and Brokerage space

  Understanding of networks, databases, and other technologies

  Extensive knowledge of Vertafore products including AMS360, PL Rating, TransactNow

  Excellent Oral and written communications skills

  Interpersonal and consultative skills

  Facilitation skills

  Problem solving skills

  Detail-oriented and capable of delivering a high level of accuracy

  Organizational 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. The salary range for this role for most locations is $64,800- $90,000. The salary range could be lower or higher based on the specific geographic location in which the candidate resides.

  Your Benefits & Perks

  Eligible for all medical, dental, and vision benefits on Day 1

  401k with employer match, vested on Day 1

  Generous PTO plan with paid holidays + floating holidays

  Development and Growth opportunities

  Opportunity to contribute to the future of a growing, global organization 

  About Helix:

  Helix Agency Services is a specialized provider of managed and professional services for independent insurance agencies and the broker marketplace. Helix improves Agency Experiences — AX — through enhanced business system strategy, execution, and support. We serve as a bridge between our customers and their vendor partners.

  Our team has built careers working at all levels of insurance organizations. We see the big picture that eludes many consultants and systems integrators. And that’s why we’re better able to better help our customers improve processes, optimize technologies, while saving time and money.

  About ReSource Pro:

  ReSource Pro is an insurance-focused business solutions company that integrates people, processes, technology, and data analytics. Over 1,000 carriers, brokers, and MGAs rely on ReSource Pro to execute strategies that improve profitability, accelerate growth, deliver improved claim outcomes, and enhance client and employee experience. With more than 7100 employees globally, ReSource Pro provides business process management, strategic advisory services, management, and organic growth consulting, training, and compliance solutions around the clock. ReSource Pro has been listed as one of the Inc. 5000 Fastest Growing Private Companies annually since 2009 and has consistently achieved a +95% client retention rate for over a decade.

  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.

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