Lead client retention and growth for ESIS accounts by serving as primary client contact, analyzing client data to drive performance, managing contracting and renewals, ensuring CRM data quality, controlling portfolio expenses, and supporting sales and marketing initiatives. Collaborate across internal and external partners and travel as needed to maintain and expand client relationships.
Major Duties and Responsibilities
Portfolio Management & Expense Control
- Support the growth and profitability of ESIS by strategically managing client retention based on revenue and unit metrics.
- Foster client expansion by educating clients on ESIS products and services.
- Demonstrate responsible management of expense budgets.
Account Management & Business Acumen
- Serve as the primary point of contact for clients, addressing questions, concerns, and issues with a solutions-oriented approach.
- Analyze client data and trends to provide consultative guidance and drive optimal client performance.
- Engage in proactive and strategic planning to strengthen client relationships.
Administrative Compliance
- Monitor and ensure the quality of data within the CRM system.
- Oversee the execution of the contracting process.
- Manage the renewal process to maintain high standards of quality.
Professional & Business Development
- Maintain a strong understanding of ESIS products and services and their application to the customer base.
- Contribute to the new sales process by participating in presentations and marketing initiatives.
- Communicate proactively with internal and external business partners, including clients, brokers, carriers, underwriting, and field support operations.
This position reports into Los Angeles but could be based out of other ESIS offices nationwide.
Qualifications- Bachelor’s degree or equivalent professional experience (minimum 5–7 years)
- Prior experience in insurance and/or third-party administration (TPA)
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word
- Strong organizational and time management abilities
- High attention to detail and accuracy
- Effective presentation skills
- Strong collaboration skills, with the ability to interact across all levels and functions within the organization
- Ability to work both independently and as part of a team
- Adaptability to work in dynamic and evolving environments
- Commitment to timely and efficient execution of responsibilities
- Willingness and ability to travel up to 35% of the time
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.
The pay range for the role is $71,000 to $114,400. 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.
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 Boston, Massachusetts, USA Office
Boston, United States
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