JOB SUMMARY

The CWB (Chubb Workplace Benefits) Client Specialist will serve as a primary service contact and resource in the over-500-life market segment.   This role will interact closely with the CWB sales organization, broker partners, and various internal and external business partners.   The Client Specialist serves as a true subject-matter expert for CWB processes, products, and internal roles.   This position must partner effectively with the Account Manager (AM) role, the Account Executive (AE) role, the Business Development Manager (BDM) role, and all key broker partners.   This role requires attention to detail and demonstrated organization in order to manage complex, multifaceted service issues for our largest customers.

 

RESPONSIBILITIES

Primarily supports Book of Business 500 lives and greaterTrue Subject-Matter Experts on all Chubb processes and productsAssists the Account Management and Account Executive team by providing daily client-facing support.Ability to organize and resolve complex, large-case service issues involving high-profile customer and broker relationshipsPrimary contact for complex service issues and day-to-day inquiriesServe as the liaison between external client and broker partners and internal home office colleagues.Together with Account Manager and Account Executive, develops proactive account activities, identifies opportunities for growth, and executes the plan.Handle customer education on Chubb tools, administrative services and administrative guidelines. Will provide support with plan changes, BOR Changes, acquisitions, and any other policy-level activityEffectively partner across the Chubb Workplace Benefits Organization in order to drive resolution to complex service issuesPromote Chubb’s products and servicesAttends and participates in all mandatory training, meetings, etc.Approaches role with a Continuous Improvement Mindset, looking to identify and implement organizational process solutionsAdditional duties as assigned

 

SKILLS AND COMPETENCIES

Excellent interpersonal and communication skills (both verbal and written), confident presence, strong team player, diplomatic and flexible with the ability to listen well, persistent and patient in endeavoring to fully understand customer needs, supporting and encouraging approachAbility to structure and manage work across multiple functions & locationsAbility to influence and build consultative, trust-based relationshipsAbility to work independently and make effective decisions consistent with divisional objectives and handle conflict with minimal oversightAbility to research and solve problems with moderate supervisionAbility to understand client account economics, including product designs, rates and pricingAbility to multi-task in an extremely fast paced environment

 

EDUCATION AND EXPERIENCE

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 preferredAt least 3 years direct customer-facing experience with brokers and employers preferredProficient in MS Office, including Outlook, Word, Excel, & PowerPoint