Client Specialist I
Client Specialist I
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Salary Not Disclosed
1 Vacancy
Job Description
Combined Insurance a Chubb Company is seeking a Client Specialist to join our fastpaced high energy growing are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hardworking talented professionals!
Job Summary
The CWB (Chubb Workplace Benefits) Client Specialist will serve as a primary service contact and resource in the over500life 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 subjectmatter 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 greater
- True SubjectMatter Experts on all Chubb processes and products
- Assists the Account Management and Account Executive team by providing daily clientfacing support.
- Ability to organize and resolve complex largecase service issues involving highprofile customer and broker relationships
- Primary contact for complex service issues and daytoday inquiries
- Serve 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 policylevel activity
- Effectively partner across the Chubb Workplace Benefits Organization in order to drive resolution to complex service issues
- Promote Chubbs 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
COMPETENCIES
- Problem Solving:Takes an organized and logical approach to thinking through problems and complex issues.Simplifies complexity by breaking down issues into manageable parts.Looks beyond the obvious to get at root causes.Develops insight into problems issues and situation.
- Continuous Learning:Demonstrates a desire and capacity to expand expertise develop new skills and grow professionally.Seeks and takes ownership of opportunities to learn acquire new knowledge and deepen technical expertise.Takes advantage of formal and informal developmental opportunities.Takes on challenging work assignments that lead to professional growth
- Initiative:Willingly does more than is required or expected in the job.Meets objectives on time with minimal supervision.Eager and willing to go the extra mile in terms of time and effort. Is selfmotivated and seizes opportunities to make a difference.
- Adaptability:Ability to redirect personal efforts in response to changing circumstances.Is receptive to new ideas and new ways of doing things.Effectively prioritizes according to competing demands and shifting objectives.Can navigate through uncertainty and knows when to change course
- Results Orientation:Effectively executes on plans drives for results and takes accountability for outcomes.Perseveres and does not give up easily in challenging situations. Recognizes and capitalizes on opportunities.Takes full accountability for achieving (or failing to achieve) desired results
- Values Orientation:Upholds and models Chubb values and always does the right thing for the company colleagues and customers.Is direct truthful and trusted by others.Acts as a team player.Acts ethically and maintains a high level of professional integrity.Fosters high collaboration within own team and across the company; constantly acts and thinks OneChubb
Skills
- 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 approach
- Ability to structure and manage work across multiple functions & locations
- Ability to influence and build consultative trustbased relationships
- Ability to work independently and make effective decisions consistent with divisional objectives and handle conflict with minimal oversight
- Ability to research and solve problems with moderate supervision
- Ability to understand client account economics including product designs rates and pricing
- Ability to multitask in an extremely fast paced environment
Educationand Experience
- 4year 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 preferred
- At least 3 years direct customerfacing experience with brokers and employers preferred
- Proficient in MS Office including Outlook Word Excel & PowerPoint
Required Experience:
Unclear Seniority
Employment Type
Full-Time
