Job description

Combined Insurance, a Chubb Company, is seeking an Account Executive to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 90 years. Come join our team of hard-working, talented professionals!

JOB SUMMARY

As a key member of the Chubb Workplace Benefits (CWB) sales team, the Account Executive will interact closely with our Business Development Managers (BDMs) to facilitate strong, mutually beneficial broker/client relationships, and to ensure successful post-sales support, client stewardship and retention of voluntary benefits products for large clients and strategic brokers.

The Account Executive will serve as the liaison between brokers, employer clients and cross-functional internal teams in our fast-growing CWB sales channel. This position will be responsible for timely and successful delivery of post-enrollment solutions, enhance and direct the client relationship within assigned territories, improve the overall broker and client experience. Account Executives will support sales activities and own the support and stewardship of clients post-implementation to maximize renewal/re-service participation, cross-sell and account retention.

This position will be accountable for attainment of key metrics, including target retention and client satisfaction objectives. Success as an Account Executive 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 and subject matter expert, both internally and externally, for the Benefits All In program.

Internal/External point of contact (POC) for census analysis

Develop and coordinate with implementation managers best in class implementation processes

Coordinate with CWB sales and account management teams to identify cross-sell opportunities across inforce block of business

Manage and report on quarterly stewardship meetings and profitability for program with sales leadership

Create and manage program retention and performance guarantees

Develop, maintain and execute complex client relationship plans to ensure overall service needs are satisfied while achieving business, profitability and account retention objectives

Develop and manage assigned inforce blocks of preferred brokers and regional inforce business

Coordinate stewardship meetings and monthly/quarterly reporting for targeted producers and target inforce clients working with assigned BDMs

Manage renewal / re-enrollment processes for assigned clients; including, managing applicable internal partners, reviewing and negotiating underwriting offers or rate and plan design changes, and ultimately presenting and delivering renewal/re-enrollment offers

Identify clients with retention risks, develop and execute complex plans to retain clients and inform senior management

Develop complex plans to support retention sales, enhance re-enrollment participation and drive new lines of coverage within existing clients

Develop and execute plans to increase or gain opportunities to introduce CWB sales management to targeted clients, including introduction of Chubb Absence Management or other Accident & Health product solutions

Coordinate quarterly and semi-annual block reporting across supported regions

Conduct product and/or technology platform enrollment training for key agencies, brokers or enrollment firms

Participate in client and broker executive finalist presentations and benefits fairs

Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout quarterly and annual planning

Act as the liaison for brokers, clients and internal supporting functions to identify challenges and bridge relationships between clients, insureds and home office partners to resolve issues

Collaborate with internal stakeholders on processes, procedures, proposals and/or promotional materials for assigned territories

Performs other duties as requested

Travel expectations up to 15%

COMPETENCIES

Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight

Ability to research and solve problems with moderate supervision

Ability to understand client account economics, including product designs, rates and pricing

Qualifications
SKILLS

Demonstrated analytical skills AND knowledge base to consult with customers on insurance products

Possesses excellent interpersonal and communication skills both verbal and written, strong executive presence, team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needs

EDUCATION AND EXPERIENCE

4-year college degree or equivalency strongly preferred; equivalent work experience may substitute

Minimum of three years of employee benefits industry knowledge and experience in account management is required. Voluntary/Worksite marketplace experience preferred

Active life and health license preferred or the ability to complete/obtain within first year of employment, with Chubb support, is preferred

OUR BENEFITS

As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:

Health insurance

Dental insurance

Tuition reimbursement

A company-match 401(k) plan

Disability insurance

Life insurance

Employee referral bonuses

ABOUT COMBINED INSURANCE

Combined Insurance is a leading provider of individual supplemental accident, disability, health and life insurance products, and a Chubb company. With a field sales force and corporate staff in excess of 5,000 people worldwide, Combined Insurance meets the growing coverage needs of policyholders around the globe. We pride ourselves on being customer-centric, people-driven, accountable, performance-minded, and ethical. We invest in our employees and take the time to focus on their development, needs and career aspirations.

Our parent company, Chubb, is one of the world’s largest multiline property and casualty insurers. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.

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EEO Statement
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion,and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin,ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliationagainst any individual who reports discrimination or harassment.

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