Client Specialist I

Job Summary

The Workplace Solutions 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.

This role is full-time, in office at either locations below:

• Chattanooga, TN

• Columbia, SC

• Portland, ME

• Chicago, IL

Responsibilities

• Primarily supports Book of Business 500 lives and greater
• True Subject-Matter Experts on all Chubb processes and products
• Assists 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 relationships
• Primary contact for complex service issues and day-to-day 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 policy-level activity
• Effectively partner across the Workplace Solutions 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

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 approach
• Ability to structure and manage work across multiple functions & locations
• Ability to influence and build consultative, trust-based 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 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 preferred
• At least 3 years direct customer-facing experience with brokers and employers preferred
• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint

The pay range for the role is $73,000 to $75,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

OUR BENEFITS

As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:

• Health insurance
• Dental insurance
• Tuition reimbursement
• A company-match 401(k) plan
• Disability insurance
• Life insurance
• Employee referral bonuses

ABOUT CHUBB BENEFITS

Combined Insurance Company of America (Chubb Benefits) is a leading provider of supplemental accident, health, disability, and life insurance products in the U.S. and Canada. Headquartered in Chicago with a tradition of more than 100 years of success, we are committed to making the world of supplemental insurance easy to understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by AM Best.

ABOUT CHUBB

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

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