VAUE PROPOSITION (DRAFT)

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Prepared for: AVP, HR Business Partner role with ESIS at Chubb

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August 12, 2025

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This outline summarizes how I might approach key opportunities and challenges unique to Chubb’s ESIS administration and risk management services division. It is intended for discussion purposes only. Thank you for your consideration of this exciting role and opportunity with Chubb.

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Looking forward,

Jacob Petersheim

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1. Building & Retaining Specialized Talent

• >15 years of HR leadership

• Built scalable talent strategies for organizations needing highly specialized skills

• Expertise collaborating with leaders to understand their workforce needs and create targeted talent strategies

• For ESIS: Work directly with leaders to identify capability gaps, implement retention programs that keep top talent engaged, and support recruitment pipelines for claims adjusters, risk engineers, and consultants​

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2. Driving Culture & Engagement in a Distributed Workforce

• Led HR for field-heavy teams across North America, ensuring employees feel connected to the organization’s mission no matter where they sit

• For ESIS: Partner with leaders to define cultural priorities, and design engagement initiatives that align with ESIS’s business strategy. This includes fostering collaboration between corporate and field teams, strengthening recognition programs, and ensuring employees feel connected to ESIS’s mission and client service commitments

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3. Accelerating Workforce Development

• OD background enables me to create learning paths that combine technical expertise with client management skills

• For ESIS: Work with leaders to anticipate upskilling driven by market changes, regulations, and advancements in technology. Co-create development paths that combine technical claims expertise, client relationship skills, and leadership readiness (creating a future-proof workforce)

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4. Leading Change & Technology Adoption

• As a Prosci-certified change leader, guided large-scale technology rollouts while ensuring adoption through clear communication, leader enablement, and training

• For ESIS: Accelerate transformation without losing the high-touch service that clients expect

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5. Enhancing Performance & Client Outcomes

• For ESIS: Align performance metrics with both quality and efficiency, thus helping leaders balance SLA targets with employee well-being (ultimately improving claims accuracy, client satisfaction, and retention)

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6. Advancing DEI in Specialized Roles

• Expanded talent pipelines and increased workforce diversity in roles traditionally challenged by representation gaps

• For ESIS: Partner with leaders to design internal mobility strategies that strengthen DEI while meeting immediate staffing needs

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SUMMARY

I offer a unique combination of strategic partnership, tactical execution, and change management expertise that  will elevate Chubb’s employee operations while navigating the future. With people-centered leadership and goal orientation, I work to ensure that every employee feels valued, connected, and empowered to deliver exceptional results.

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Thank you and looking forward,

Jacob

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jacobpetersheim1@gmail.com | 617-834-0359 | www.jacobpetersheim.com | Greater Philadelphia

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