National Broker Relationship Manager

JOB DESCRIPTION

Job Summary
The National Broker Relationship Manager is responsible for leading Chubb Workplace Benefits, enterprise-wide engagement and relationship management with key national broker partners.

This role oversees strategic broker partnerships, drives profitable growth through cross-selling and collaboration, and ensures alignment of broker activities with our business objectives.

The Manager will work closely with internal stakeholders and field leadership to deliver exceptional broker experiences, facilitate business planning, and provide actionable insights to support sales and marketing initiatives.

Key Responsibilities


* Serve as the primary point of contact for all national broker partnerships, ensuring strong, long-lasting relationships.


* Develop trusted advisor relationships with key brokers at national, regional, and local levels.


* Utilize deep understanding of broker organizations to uncover new business opportunities and facilitate collaboration across Chubb's product lines


* Leverage internal and broker-generated data to identify targeted customers and cross-selling opportunities; convert insights into actionable business initiatives.


* Constructively influence transactions, proactively manage pipeline opportunities, and oversee key renewals.


* Elevate broker performance around key initiatives, including market segmentation, product launches, and strategic campaigns.


* Facilitate regular discussions (monthly/quarterly) to review activity, new business, and performance metrics for national broker partners.


* Support sales teams in positioning Chubb solutions through national broker channels; track activity and status by broker.


* Prepare in-depth quarterly broker reports with quantitative and qualitative analysis, commentary on results, and identification of key opportunities.


* Lead business planning sessions with brokers, including participation in major industry conferences


* Communicate broker results, initiatives, and strategic updates to internal stakeholders and field teams.


* Provide training and education to sales teams on building successful broker relationships.


* Drive growth expectations with assigned national broker partners.


* Maintain a clear understanding of national broker partners' goals and aspirations.


* Leverage CWB's value proposition to assist and align with broker partners' objectives.

Key Competencies


* Advanced results orientation, customer focus, teamwork, leadership, influence, and communication skills.


* Broad industry knowledge, including products, distribution, regulation, and current market issues.


* Strong financial acumen, analytical skills, business planning, report writing, and presentation abilities.


* Proven experience in managing broker and agency relationships at a national level.


* High proficiency in sales and marketing of insurance products, with ability to develop and ...