A&H Product & Distribution Specialist

JOB DESCRIPTION

A&H Product & Distribution Specialist, Philadelphia, PA

The A&H Product & Distribution Specialist is focused on coordinating with retail sales and underwriting to advance core initiatives and strategies for both new and renewal objectives.

This role will own and drive specific distribution strategies and will establish best practices for advancing initiatives from concept to execution.

Core Responsibilities


* Account/Broker Management (Execution Priorities)
+ A&H Key Broker Management
o Ongoing management of key broker stewardship meetings.
# Maintain roster of A&H Key Brokers
# Establish/Confirm & Coordinate A&H team per broker
# Create uniform dashboard of metrics to measure success/opportunity for improvement
# Create external stewardship cadence along with internal meeting cadence
+ P&C Broker Owner Partnership
o Establish uniform process of profiling brokers and identifying A&H opportunity
o Manage flow of information and execution steps with respective Field Operations colleagues in conjunction with Retail Sales Leadership
o Conducting inside sales discussions regarding product offerings and distribution strategies with CISA brokers, including the development of an annual plan to expand market footprint.


* Retail Sales & Distribution Execution (Execution Priorities)
+ Under direction of Growth Office, carry out execution items for defined Retail Sales Initiatives (examples below).
o Manage target inventory and progression for Multinational New Submission routing
o Establish proactive Large CI targeting process with data analytics to auto-target and upload for sales team
o Create uniform process of industry specific targeting to enhance engagement
o Manage coordination with MA Data Analytics to mine in-force business to create Level 3 targets
o Collaborate with Business Development Managers on financial reporting and up to date Chubb details that will assist them in their business/broker discussions


* Data Reporting & Analytics (Execution Priorities)
+ Collaborate with Underwriting and Sales to continue to enhance our data reporting capabilities particularly around KPIs and new business strategies
+ Maintain Pipelining and Weekly Submission reporting
+ Quarter Close Deck Preparation
+ Manage Strategy and Sales Dashboarding
o Target Progression Reporting
o Sales Strategy Tracking
o CI Submission Activity Dashboard
o Activity Logs
+ Ongoing Tracker, Vision and Qlik improvements (in coordination with Finance Data

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+ Utilize cross sell tools and leverage data analytics for prospecting and effective cross selling opportunities


* Tool Implementati...