Account Specialist I (Finance)
JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Account Specialist to join our fast-paced, high energy, and growing company. For nearly 100 years in the insurance industry, our company has been passionate about serving our customers and providing them peace of mind and protection when they need it the most. Come build your career here, along with other positive, hard-working, talented professionals-just like you!
The CWB (Chubb Workplace Benefits) Account Specialist will manage a book of business in the 100-499 life segment. This role will interact closely with the CWB sales organization, broker partners, and various internal and external business partners. The Account Specialist will be the primary service contact for this book of business and will serve as a primary liaison between the customer and the CWB operational organization. This position will be responsible for proactively engaging customers throughout the post-enrollment lifecycle and to effectively manage ongoing re-enrollment and renewal activity.
RESPONSIBILITIES
- Primarily manages Book of Business 100-499 Lives
- Contact for complex service issues and renewal/re-enrollment coordination for their cases
- Independently and with the Sales Team, develops proactive account activities, identifies opportunities for growth, and executes the plan.
- Handle customer education on Chubb tools, administrative services and administrative guidelines. Process plan changes, BOR Changes, acquisitions, and any other policy level activity Coordinate Renewal tracking and communication process.
- Serve as the liaison between external client and broker partners and internal home office colleagues.
- Full ownership of all Salesforce Cases assigned across the organization
- Full ownership of the GIS and National Benefit Partners (NPB) blocks of business
- Coordinate Renewal/Re-Enrollment tracking and communication process.
- 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
- Perform other duties as assigned
- 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 good 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
- 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
- At least 3 years direct customer-facing experience with brokers and employers
- Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:
- Health insurance
- Dental insurance
- Tuition reimbursement
- A company-match 401(k) plan
- Disability insurance
- Life insurance
- Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America. Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business. We are committed to making the world of supplemental insurance easy to access and understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M. Best. We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list. We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
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