- Senior
- Escritório em Philadelphia
ESIS is currently seeking an experienced candidate to develop and lead important business relationships with ESIS colleagues and clients. This position in ESIS Partnership Services provides an opportunity for an outstanding senior level candidate to join a fast paced, growing organization bringing their knowledge of the property and casualty claims industry and exemplary account management and leadership skills to positively manage business relationships and impact client retention.
The ESIS Senior Partnership Leader will oversee the performance and growth of our regional and national portfolio, ensuring that production results align with our financial objectives. This is a critical role in driving the retention and profitability of ESIS by strategically managing client relationships, promoting our suite of products and services, and acting as a trusted advisor for our top revenue-generating clients.
Portfolio Management
- Track, analyze, and manage production outcomes across regional and national structures to ensure alignment with financial goals.
- Take ownership of ESIS's growth and profitability by strategically managing client retention based on revenue and unit metrics.
- Drive client expansion initiatives through effective education on ESIS’s diverse products and services.
- Serve as the foremost account executive and trusted consultant for our largest, revenue-generating clients.
Business Acumen & Account Management
- Lead the strategic execution of client deliverables for both internal and external initiatives.
- Serve as the primary point of contact for clients, addressing inquiries, concerns, and challenges promptly and effectively.
- Develop an in-depth understanding of the assigned client’s industry and business dynamics to provide tailored support.
- Utilize expertise in the ESIS risk management information system to produce insightful reports tailored to client specifications.
- Analyze client data and trends to formulate actionable strategies that will enhance program outcomes.
- Operate in a consultative manner to optimize client performance through data-driven insights.
- Collaborate effectively with clients, brokers, carriers, and ESIS team members, balancing independent and leadership roles as needed.
- Lead high-level projects and meetings, ensuring senior engagement and alignment on objectives.
- Oversee client initiatives and projects, including preparatory meetings and comprehensive claim file reviews.
- Identify and implement opportunities for increasing client program efficiencies; address concerns and resolve issues efficiently.
- Foster proactive and strategic planning in managing client relationships.
- Support the regional vice president with various tasks related to sales processes and production management.
- Execute tactical and strategic objectives in alignment with established timelines and expectations.
Administrative Compliance
- Maintain a strong technical understanding of all ESIS products and services, ensuring optimal deployment for specific client needs.
- Monitor the accuracy and completeness of data within our Client Relationship Management (CRM) system.
- Oversee the execution of the contracting process to ensure compliance and efficiency.
- Proactively identify and initiate process improvement opportunities to enhance client experience.
Professional Business Development
- Cultivate and foster sales leads, actively participating in the sales process.
- Assist in new business acquisition by engaging in presentations and promoting ESIS’s offerings.
- Actively participate in the Strategic Outcomes process and contribute to the development of Data Analytics expertise.
- Represent the region at industry functions to enhance visibility and network opportunities.
This role is a unique opportunity to blend strategic thinking, client management, and business development to drive success within ESIS.
Qualifications
- Bachelor's degree or equivalent professional experience, preferably with 5-7 years in a related field.
- Proven background in insurance or third-party administration (TPA).
- Expert-level proficiency in Excel, PowerPoint, and Word; must be skilled in creating pivot tables and generating charts in Excel.
- Exceptional organizational and time management abilities.
- Strong attention to detail and commitment to accuracy.
- Excellent presentation skills, capable of engaging an audience effectively.
- Collaborative team player with the ability to interact seamlessly across all organizational levels and functions.
- Self-motivated with the capability to thrive both independently and as part of a team.
- Adaptability to work in dynamic and evolving environments.
- Strong focus on timely and efficient execution of tasks.
- Willingness to travel up to 35% of the time.
The base salary range for the role is $65,200 to $119,100. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
ESIS, a Chubb company, provides claim and risk management services to a wide variety of commercial clients. ESIS’ innovative best-in-class approach to program design, integration, and achievement of results aligns with the needs and expectations of our clients’ unique risk management needs. With more than 70 years of experience, and offerings in both the U.S. and globally, ESIS provides one of the industry’s broadest selections of risk management solutions covering both pre- and post-loss services.
