Internal/External point of contact (POC) for census analysis ā¢ Develop and coordinate with implementation managers best in class implementation processes ā¢ Coordinate with CWB sales and account management teams to identify cross-sell opportunities across in-force block of business ā¢ Manage and report on quarterly stewardship meetings and profitability for program with sales leadership ā¢ Create and manage program retention and performance guarantees ā¢ Develop, maintain and execute complex client relationship plans to ensure overall service needs are satisfied while achieving business, profitability and account retention objectives ā¢ Develop and manage assigned in-force blocks of preferred brokers and regional in-force business ā¢ Coordinate stewardship meetings and monthly/quarterly reporting for targeted producers and target in-force clients working with assigned BDMs ā¢ Manage renewal / re-enrollment processes for assigned clients; including, managing applicable internal partners, reviewing, and negotiating underwriting offers or rate and plan design changes, and ultimately presenting and delivering renewal/re-enrollment offers ā¢ Identify clients with retention risks, develop and execute complex plans to retain clients and inform senior management ā¢ Develop complex plans to support retention sales, enhance re-enrollment participation and drive new lines of coverage within existing clients ā¢ Develop and execute plans to increase or gain opportunities to introduce CWB sales management to targeted clients, including introduction of Chubb Absence Management or other Accident & Health product solutions ā¢ Coordinate quarterly and semi-annual block reporting across supported regions ā¢ Conduct product and/or technology platform enrollment training for key agencies, brokers or enrollment firms ā¢ Participate in client and broker executive finalist presentations and benefits fairs ā¢ Coordinate with internal and external partners to ensure appropriate timeframes are established and key timelines are met throughout quarterly and annual planning ā¢ Act as the liaison for brokers, clients and internal supporting functions to identify challenges and bridge relationships between clients, insureds and home office partners to resolve issues ā¢ Collaborate with internal stakeholders on processes, procedures, proposals and/or promotional materials for assigned territories ā¢ Performs other duties as requested. As a key member of the Chubb Workplace Benefits (CWB) sales team, the Account Executive will interact closely with our Business Development Managers (BDMs) to facilitate strong, mutually beneficial broker/client relationships, and to ensure successful post-sales support, client stewardship and retention of voluntary benefits products for large clients and strategic brokers.