Chubb · 19 hours ago
ESIS Partnership Leader
Chubb is a world leader in insurance, and they are seeking an ESIS Partnership Leader to manage client retention and promote client expansion. The role involves serving as the primary point of contact for clients, analyzing client data, and ensuring compliance within the organization.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
Responsibilities
Support the growth and profitability of ESIS by strategically managing client retention based on revenue and unit metrics
Promote client expansion by educating clients about ESIS products and services
Serve as the primary point of contact for clients, addressing questions, concerns, and issues. Leverage strategic relationships to resolve challenges effectively
Analyze client data and trends to provide consultative guidance and drive optimal, client-specific performance
Demonstrate proactive and strategic planning in managing client relationships
Monitor and ensure the quality of data within the CRM system
Oversee the execution of the contracting process
Manage the renewal process to ensure quality and compliance
Contribute to the new sales process by participating in presentations and marketing of ESIS products and services
Communicate proactively with internal and external business partners, including clients, brokers, carriers, underwriting, and field support operations
Maintain a thorough understanding of ESIS products and services
Qualification
Required
College degree or equivalent work experience (1–3 years preferred)
Proficiency in Microsoft Excel, PowerPoint, and Word, including experience creating pivot tables and producing charts in Excel
Excellent organizational and time management skills
Strong attention to detail and accuracy
Effective presentation skills
Strong collaboration skills, with the ability to interact effectively across all levels and functions within the organization
Ability to work independently as well as part of a team
Adaptability and willingness to work in an evolving and dynamic environment
Demonstrated ability to execute tasks efficiently and meet deadlines
Willingness and ability to travel up to 40% of the time
Benefits
Chubb offers a comprehensive benefits package
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B
Leadership Team
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