Job Description

Chubb Workplace Solutions is seeking an Account Manager to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!

The Account Manager will interact closely with our Business Development Managers (BDMs) to manage strong, mutually beneficial broker/client relationships, in order to ensure successful sales, enrollment and post-sales support of voluntary products. The Account Manager will serve as the liaison between brokers/employer clients and cross-functional internal teams in our fast-growing Chubb Workplace Benefits division. This position will be responsible for timely and successful delivery of post-enrollment solutions according to client needs and improve the overall broker/client experience. This role will support sales activities and own the service, support and stewardship of accounts post-implementation.

This position requires strong relationship management, communication, judgment and problem resolution skills to meet the diverse needs of our brokers and employer groups.

Responsibilities

• Serve as the liaison between external client and broker partners and internal home office colleagues
• Collaborate with the head of Sales Operations and BDMs to communicate the CWB servicing value proposition to broker and employer partners
• Proactively manage expectations of employers, brokers, and BDMs to address issues as they arise while concisely and effectively communicating status, issues and timelines
• Participate in high visibility Broker finalist presentations and work with the BDM to ensure proper documentation is executed and circulated to the appropriate parties
• Collaborate with the Implementation Management team to facilitate a successful transition to home office operations for on-going billing, reporting or other client/insured support
• Provide ongoing support to clients and brokers in a timely and professional manner
• Own reservicing of existing accounts on an annual basis and coordinate Implementation Team involvement, as applicable
• Build trust-based working relationships with broker/client counterparts and home office staff
• Own account reviews to identify broker or employer concerns and consult with internal partners to assist with development of action plans to address issues, risks, and opportunities
• Assist BDMs in identifying methods to grow the account, including strategies to: win new lines of coverage, achieve retention goals, increase penetration with existing lines of coverage, and increase overall broker & employer/client satisfaction; retention and cross-sell goals to be established annually
• Participate in annual strategic account planning discussions with senior leadership
• Attend broker or employer client meetings as needed
• Perform other duties as assigned

COMPETENCIES

• Relationship-Builder – Is helpful, respectful, approachable, team and service-oriented, building strong working relationships and a positive work environment; maintains an exceptional client service mindset.
• Problem Solving – Takes an organized and logical approach to thinking through problems and complex issues. Simplifies complexity by breaking down issues into manageable parts. Looks beyond the obvious to get at root causes. Develops insight into problems, issues and situations.
• Continuous Learning – Demonstrates a desire and capacity to expand expertise develop new skills and grow professionally. Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise. Takes advantage of formal and informal developmental opportunities. Takes on challenging work assignments that lead to professional growth.
• Initiative – Willingly does more than is required or expected in the job. Meets objectives on time with minimal supervision. Eager and willing to go the extra mile in terms of time and effort. Is self-motivated and seizes opportunities to make a difference.
• Adaptability – Ability to re-direct personal efforts in response to changing circumstances. Is receptive to new ideas and new ways of doing things. Effectively prioritizes according to competing demands and shifting objectives. Can navigate through uncertainty and knows when to change course.
• Results Orientation – Effectively executes on plans, drives for results and takes accountability for outcomes. Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities. Takes full accountability for achieving (or failing to achieve) desired results.
• Values Orientation – Upholds and models Chubb values and always does the right thing for the company, colleagues and customers. Is direct, truthful, and trusted by others. Acts as a team player. Acts ethically and maintains a high level of professional integrity. Fosters high collaboration within own team and across the company; constantly acts and thinks “One Chubb.”
• Detail Oriented – Has exceptional attention to detail and focus on accurate and timely delivery.
• Creativity – Possess the ability to analyze a situation and develop an alternative method for handling a situation when traditional methods aren’t successful.

Skills

• Excellent verbal and written communication, interpersonal and customer service skills
• Ability to structure and manage work across multiple functions & locations
• Ability to influence and build consultative, trust-based relationships
• Ability to identify issues, remediation tactics and escalation paths
• Sound organizational and time management skills
• Ability to multi-task in an extremely fast paced environment

Education and Experience

• 4-year college degree or equivalency strongly preferred; equivalent work experience may substitute
• Experience with voluntary benefit case set up & lifecycle; ideally, a minimum of 3 years of benefits / insurance industry experience
• Familiarity with industry enrollment platforms such as Common Census or Selerix
• Ability to travel as needed