Account Manager

JOB DESCRIPTION

Combined Insurance, a Chubb Company, 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 100 years.

Come join our team of hard-working, talented professionals!

Job Summary

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.

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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