Senior account leader responsible for managing and growing client relationships, ensuring retention and profitability, overseeing client deliverables and projects, analyzing client data to drive program results, supporting sales efforts, and maintaining CRM and contracting processes. Requires cross-functional leadership with clients, brokers, carriers, and internal teams.
ESIS is currently seeking an experienced candidate to develop and lead important business relationships with ESIS colleagues and clients in Philadelphia, Boston, and/or New York. 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.
Major Duties and Responsibilities:
Portfolio Management
- Track and manage production results of regional and national structure. Actively engage team to ensure financial goals are met
- Accountable for the growth and profitability of ESIS by strategically managing the retention of ESIS clients by revenue and unit.
- Promote client expansion through the education of ESIS products and services
- Trusted advisor and most senior account executive to the largest revenue producing clients
Business Acumen & Account Management
- Strategically leads client deliverables for internal and external initiatives
- Acts as a single point of contact for clients to respond to questions, concerns, and problems. Understands how to leverage strategy and relationship to resolve issues,
- Thorough knowledge of the assigned client’s industry and business drivers
- Expertise in the ESIS risk management information system and the production of reports based on client defined criteria
- Advanced understanding of how to effectively review data, analyze results and translate information into specific actions for positive client program results
- Ability to understand client data and trends and operate in a consultative manner to drive optimal client specific performance.
- Work independently, collaboratively and in a leadership role with clients, brokers, carriers and ESIS team members
- Lead projects and meetings with senior level engagement
- Oversee the completion of client initiatives and projects such as meeting preparations and claim file reviews
- Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manne
- Demonstrate proactive and strategic planning of the client relationship.
- Support regional vice president in regional task and duties, which include the sales process and production management
- Execute on tactical and strategic objectives in agreed upon timeframes and expectations
Administrative Compliance
- Strong technical understanding of all ESIS products and services and how they are best deployed for specific clients
- Monitor the completeness and accuracy of data in Client Relationship Management (CRM) system
- Execution of the contracting process
- Identifies and takes initiative on process improvement opportunities
Professional Business Development
- Foster sales leads and participates in the sales process
- Assist in the new sales process by participating in presentations and marketing of ESIS products and services
- Understands and actively engages in Strategic Outcomes process, and development of Data Analytics knowledge
- Represent region at industry functions
- College degree or comparable work experience, at least 5-7 years
- Previous insurance and/or TPA experience
- Advanced proficiency with Excel, PowerPoint & Word, including a high level of experience and the ability to create pivot tables and produce charts in Excel
- Excellent organizational and time management skills
- Attention to detail and accuracy
- Effective presentation skills
- Strong collaboration skills with the ability to effectively interact with all levels and functions within the organization
- Ability to work independently and within a team environment
- Willingness to work in an ambiguous and changing environment
- Focus on execution in a timely, efficient manner
- Ability to Travel, 35% of work time
The base salary range for the role is $102,000 to $148,000. 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.
About Us Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
Chubb Basking Ridge, New Jersey, USA Office
Basking Ridge, United States
Chubb Jersey City, New Jersey, USA Office
Jersey City, United States
Chubb New York, New York, USA Office
New York, NY, United States
Chubb Whitehouse Station, New Jersey, USA Office
Whitehouse Station, United States, 0
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