Account Specialist I

Chubb • Chicago, IL

100d

About The Position

Combined Insurance, a Chubb Company, is seeking an Account Specialist 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 CWB (Chubb Workplace Benefits) Account Specialist will manage a book of business in the 100-499 life segment. This role will interact closely with the CWB sales organization, broker partners, and various internal and external business partners. The Account Specialist will be the primary service contact for this book of business and will serve as a primary liaison between the customer and the CWB operational organization. This position will be responsible for proactively engaging customers throughout the post-enrollment lifecycle and to effectively manage ongoing re-enrollment and renewal activity.

Requirements

• 4-year college degree or equivalency strongly preferred; equivalent work experience may substitute
• Experience with voluntary benefit lifecycle.
• 3 years of group benefits insurance industry experience preferred.
• At least 3 years with direct experience managing a book of business
• At least 3 years direct customer-facing experience with brokers and employers
• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint

Responsibilities

• Primarily manages Book of Business 100-499 Lives
• Contact for complex service issues and renewal/re-enrollment coordination for their cases
• Independently and with the Sales Team, develops proactive account activities, identifies opportunities for growth, and executes the plan.
• Handle customer education on Chubb tools, administrative services and administrative guidelines.
• Process plan changes, BOR Changes, acquisitions, and any other policy level activity
• Coordinate Renewal tracking and communication process.
• Serve as the liaison between external client and broker partners and internal home office colleagues.
• Full ownership of all Salesforce Cases assigned across the organization
• Full ownership of the GIS and National Benefit Partners (NPB) blocks of business
• Coordinate Renewal/Re-Enrollment tracking and communication process.
• Effectively partner across the Chubb Workplace Benefits Organization in order to drive resolution to complex service issues
• Promote Chubb's products and services
• Attends and participates in all mandatory training, meetings, etc.
• Approaches role with a Continuous Improvement Mindset, looking to identify and implement organizational process solutions
• Perform other duties as assigned

What This Job Offers

• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree