Account Manager

ChubbColumbia, SC

About The Position

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.

Requirements

  • 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
  • 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

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
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