Account Manager, Small Commercial (Finance)
JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking an Account Manager to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 90 years. Come join our team of hard-working, talented professionals!
Job Summary
The Account Manager will interact closely with our Sales Agents, Account Executives and Sr. Account Executives to manage strong, mutually beneficial client relationships, in order to ensure successful sales, enrollment and post-sales support of voluntary products. The Account Manager will serve as the liaison between brokers/employer clients and cross-functional internal teams in our fast-growing Combined Insurance Operations division. This position will be responsible for timely and successful delivery of post-enrollment solutions according to client needs and improve the overall broker/client experience. He/she will support sales activities and own the service, support, and stewardship of accounts post-implementation.
This position requires strong relationship management, communication, judgment, and problem resolution skills to meet the diverse needs of our brokers and employer groups.
Responsibilities
- Serve as the liaison between external client and broker partners and internal home office colleagues
- Collaborate with Sales and Operations partners to communicate the Combined Insurance servicing value proposition to broker and employer partners
- Proactively manage expectations of employers and brokers to address issues as they arise while concisely and effectively communicating status, issues and timelines
- Participate in high visibility presentations to ensure proper documentation is executed and circulated to the appropriate parties
- Collaborate with the Implementation Management team to facilitate a successful transition to home office operations for on-going billing, reporting or other client/insured support
- Provide ongoing support to clients and brokers in a timely and professional manner
- Own reservicing of existing accounts on an annual basis and coordinate Implementation Team involvement, as applicable
- Build trust-based working relationships with broker/client counterparts and home office staff
- Own account reviews to identify broker or employer concerns and consult with internal partners to assist with development of action plans to address issues, risks, and opportunities
- Assist Sales Partners in identifying methods to grow the account, including strategies to: win new lines of coverage, achieve retention goals, increase penetration with existing lines of coverage, and increase overall broker & employer/client satisfaction; retention and cross-sell goals to be established annually
- Participate in annual strategic account planning discussions with senior leadership
- Attend broker or employer client meetings as needed
- Perform other duties as assigned
- Excellent verbal and written communication, interpersonal and customer service skills
- Ability to structure and manage work across multiple functions & locations
- Ability to influence and build consultative, trust-based relationships
- Ability to identify issues, remediation tactics and escalation paths
- Sound organizational and time management skills
- Ability to multi-task in an extremely fast paced environment
- Ability to travel as needed
- 4-year college degree or equivalency strongly preferred; equivalent work experience may substitute
- Experience with voluntary benefit case set up & lifecycle; ideally, a minimum of 3 years of benefits / insurance industry experience
- Familiarity with industry enrollment platforms such as Common Census or Selerix
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.
Connect with us on Twitter, Facebook, LinkedIn, and Instagram
#combined
