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.
Location This position reports into Los Angeles but could be based out of other ESIS offices nationwide.
Learn more about this Employer on their Career Site
