ESIS Partnership Associate at Chubb in Houston, Texas

Job Description:

ESIS Partnership Associate

1. Portfolio Management (25%)

Understands and actively pursues financial goals for assigned portfolio.

Revenue Retention- Maintains a renewal retention rate of 95% on book of business. Completes renewal analysis at least 90 days prior to renewal to determine appropriate retention strategy; Initiates proactive communication with management and ESIS Finance on strategy; Follows corporate financial guidelines and authority requirements.

Rate- Achieve overall average rate increase of 3.0% on renewal book.  Target increase of 5% on accounts with margins less than 15% that are not in multi-year agreements or part of a pre-established pricing arrangement.

Expansion- Active pursuit of expansion on book of business; 

Expense Management- Exhibits financial prudence; Responsible use of expense budgets; Timely and accurate expense reports within corporate guidelines

1. 
   Client Relationships & Program Deliverables (30%):

Demonstrates sound technical knowledge while meeting the needs of Internal and External Customer.  

• Developing skill set related to QPAT and data analytics.


• 
  Tactical Ownership and Support- Assist in the development of key deliverables to client:
  
  
  
  • service plan
  
  
  • data analysis
  
  
  • claim file reviews
  
  
  • renewal activities
  
  
  • presentation development
  
  
  • loss run management
  
  
  • meeting coordination
  
  
  
  


• 
  Communication- Serves as an additional touch point or back up to partnership leaders for clients, brokers, ESIS business units, Regional Operations, and Chubb.
  

1. Administration & Compliance (25%)

Responsible for Administrative Compliance and strict adherence to Procedures as outlined in Best Practices:

Program Administration- provides all information timely and accurately for renewal Checklist at each renewal.

Salesforce Maintenance- Ensures quality of information in Salesforce is accurate and current.

Risk Management Service Agreement- Ensure execution of ESIS Service Agreement is completed and documented.

Peer to Peer Reviews- Responsible for the timely and accurate completion of all self-audits and peer reviews.

Compliance- Pass all Client Services internal audits at 90% or greater.

1. Professional & Business Development (20%)

Displays a sound knowledge of the ESIS product suite, risk management acumen and sound professional behavior to continue to improve personal and professional skill set:

Professionalism - Acts, dress, and communicates both internally and externally in professional and respectful manner

Knowledge Depth- Understands ESIS products and services

Development- Attend all educational sessions as outlined in ESIS Achievement Academy; Successfully passing all modules.  Eager to learn and seek development opportunities

Strategic Outcomes- proficient in functionality of Global RiskAdvantage to support partnership services team and deliver information to customers. Demonstrates developing skills for analytics process

• Optional Additional Goal/Objective (as Defined by RVP/Reporting Manager)


• 
  Additional Development Goal Development Goal:  Add/include at least one personal Growth Goal (as part of the Professional & Business Development goal included above).  Identify meaningful and actionable development activities and experiences needed to successfully achieve business and/or leadership goals and career development interests.  To help you in this process, consider the Career Summary section of your Talent Profile to focus on your career development interests.

• A bachelor’s degree and a minimum GPA of 3.0


• 0-3 years of experience


• Critical thinking and problem-solving skills and meticulous attention to detail


• Solid organizational and project management skills


• Ability to work under pressure and meet strict deadlines


• Proficient in Microsoft Office package and keen to learn navigating new technologies