A&H Product & Distribution Specialist

Chubb•Philadelphia, PA

About The Position

The A&H Product & Distribution Specialist is focused on coordinating with retail sales and underwriting to advance core initiatives and strategies for both new and renewal objectives. This role will own and drive specific distribution strategies and will establish best practices for advancing initiatives from concept to execution.

Responsibilities

Account/Broker Management (Execution Priorities)
A&H Key Broker Management
Ongoing management of key broker stewardship meetings.
Maintain roster of A&H Key Brokers
Establish/Confirm & Coordinate A&H team per broker
Create uniform dashboard of metrics to measure success/opportunity for improvement
Create external stewardship cadence along with internal meeting cadence
P&C Broker Owner Partnership
Establish uniform process of profiling brokers and identifying A&H opportunity
Manage flow of information and execution steps with respective Field Operations colleagues in conjunction with Retail Sales Leadership
Conducting inside sales discussions regarding product offerings and distribution strategies with CISA brokers, including the development of an annual plan to expand market footprint.
Retail Sales & Distribution Execution (Execution Priorities)
Under direction of Growth Office, carry out execution items for defined Retail Sales Initiatives (examples below).
Manage target inventory and progression for Multinational New Submission routing
Establish proactive Large CI targeting process with data analytics to auto-target and upload for sales team
Create uniform process of industry specific targeting to enhance engagement
Manage coordination with MA Data Analytics to mine in-force business to create Level 3 targets
Collaborate with Business Development Managers on financial reporting and up to date Chubb details that will assist them in their business/broker discussions
Data Reporting & Analytics (Execution Priorities)
Collaborate with Underwriting and Sales to continue to enhance our data reporting capabilities particularly around KPIs and new business strategies
Maintain Pipelining and Weekly Submission reporting
Quarter Close Deck Preparation
Manage Strategy and Sales Dashboarding
Target Progression Reporting
Sales Strategy Tracking
CI Submission Activity Dashboard
Activity Logs
Ongoing Tracker, Vision and Qlik improvements (in coordination with Finance Data
Utilize cross sell tools and leverage data analytics for prospecting and effective cross selling opportunities
Tool Implementation:
Implement sales enablement/reporting that provide content management and analytics
Create/Organize reporting to assist with overall review per product
Act as A&H Subject Matter expert and Training new team members on A&H weekly report, status updates