Client Specialist I

JOB DESCRIPTION

Combined Insurance, a Chubb Company, is seeking a Client Specialist to join our fast-paced, high energy, growing company.

We are proud of our tradition of success in the insurance industry of over 100 years.

Come join our team of hard-working, talented professionals!

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

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 professiona...