Job Description

The Premier Client Manager maximizes sales by applying an operational framework to the market opportunity and through analysis, works to create a smooth experience for the client and company by offering alternatives and strategies that fulfil the client’s needs in an operationally effective and efficient manner. In this role, the Manager will consult with cross-functional internal teams, clients (employers), brokers, and our sales organization to deliver a desirable onboarding experience for new clients and existing ones. The focus is to deliver a successful execution of the sale through the application of best practices, by anticipating and mitigating issues to ensure a smooth enrollment and service delivery. In addition, this role will collaborate with the zone leadership and their teams to help create an effective re-service strategy for supported premier cases. This role will support and ensure compliance with corporate policies, goals, and objectives while performing their responsibilities personally and through direct collaboration with all stakeholders while maintaining high integrity and ethical standards.

RESPONSIBILITIES:

• Refinement and execution of a defined process in supporting the onboarding of new premier cases working in collaboration with our field sales organization and home office business partners
• Work in collaboration with executive management and zone leadership teams to ensure awareness of challenges and opportunities for proper planning and revenue projections for both new and existing clients
• Collaborate with Zone Leadership and their teams to help create and support a successful, customer centric re-service strategy for premier cases
• Provide guidance by promoting, and supporting a defined process to field sales leaders to ensure the successful implementation and reservicing of premier cases
• Assist in identifying and collaborating on process improvements among cross-functional business units within the organization as they relate to the scope of this role
• Assist other Combined departments (i.e., Operations, Underwriting, Sales Training, Marketing, Sales Administration and Human Resources) with field and leadership training related to premier client acquisition and reservicing
• Other duties as assigned
  
  

• Ability to effectively influence others
• Ability to think strategically and act proactively
• Demonstrated leadership and visionary skills
• Advanced interpersonal skills with the ability to communicate effectively at all levels of the organization
• Strong communication (oral and written), and ability to present effectively in front of large groups
• Possess a high degree of professionalism and executive presence aligned with representing well the Chubb/Combined brand
• Exhibit sound judgment and decision-making/critical thinking skills
• Ability to achieve or exceed business goals; focused on results
• Outstanding collaboration, partnering, organizational and teambuilding skills
• Able to effectively manage and prioritize multiple priorities

Education and Experience

•8+ years’ experience related to sales/business development, small business sales, worksite sales, project planning and execution

• Ability to develop presentations, analyze data to identify opportunities for improvement, and work effectively in Microsoft suite of tools

  •Ability to travel 20% +

Chubb Individual Contributor Competencies

• 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 situation.

• Continuous Learning Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally. Seeks and takes ownership of opportunities to gain experience, 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 positive difference.

• Adaptability: Ability to re-direct personal efforts in response to changing circumstances. Is receptive to innovative 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”