Client Specialist I

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 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 Chubb Workplace Benefits 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
• Additional 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 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