ESIS Senior Partnership Leader

Chubb External • Philadelphia, PA

90d

About The Position

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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

What This Job Offers

• Career Level: Senior