Director, Premier Client Acquisition and Support
New Today
CWB - Combined Insurance, a Chubb Company, is seeking a Director, Chubb Workplace Benefits Premier Client Acquisition and Support for operations 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 role of Director, Premier Client Acquisition and Support, involves owning the premier client experience and providing strategic and operational leadership for a technical team responsible for implementing solutions for customers with 5,000+ lives or high complexity levels. This includes providing enrollment support to field partners, customers, brokers, enrollment firms, and technology vendors. The role requires developing creative, customized solutions to meet the unique needs of complex large customers, ensuring client retention, and identifying growth opportunities. The Director will interact and collaborate across operations and sales to ensure a differentiated customer experience for new clients in the premier group of business, maintaining strong relationships with brokers, customers, and vendors
Effective collaboration with various functional areas including Underwriting, Operations, and Enrollment Solutions as necessary to ensure the best possible delivery and consistency for Chubb Workplace Benefits clients, brokers, and field sales partners. The Director will also lead a team of Sr. Implementation Managers in achieving these objectives.
Responsibilities
Effectively collaborate with executive management and senior leadership teams to develop a strategic framework and standard operating procedures and key timelines for large case development that is efficient, repeatable, and scalable
With self and team, execute tactical plans to maximize growth in large case opportunities through collaboration and planning with a focus of meeting the client’s needs while achieving participation and persistency goals that support profitability targets
Participate and support sales organization presentations for prospective and existing brokers and clients that leads to a successful acquisition, enrollment, retention, and cross sell opportunities
Champion existing value proposition to brokers and clients alike, both new and existing
Build and maintain strong partnerships with agents and their leaders in pursuit of large case success
Successfully engage home office and field sales partnerships, working in collaboration with other Combined departments (Underwriting, Operations, Enrollment Solutions, Marketing) and CWB to maximize sales opportunities
Provide excellent leadership and guidance to direct reports and field partners in the acquiring and maintaining large case clients
Using data and workloads, develop capacity models that provide realistic personnel need forecasts while identifying championing enhancements to processes, systems, and procedures
Ensure that discretionary acquisition and retention costs remain within acceptable margins
Provide insights to sales leadership to assist in their forecasting efforts as well as reporting activities and key metrics at an account and summary level
Performance of other roles and responsibilities as assigned
Skills
Ability to think strategically and act proactively
Ability to travel driven by the needs of the business and in agreement with leadership directives
Demonstrated leadership skills and visionary skills
Highly developed interpersonal skills with the ability to communicate effectively at all levels of the organization
Strong communication (oral and written), ability to present effectively in front of large groups
Possess high integrity and high ethical standards, while pursuing the sales strategies and objectives and in all business practices
Has a high degree of professionalism and executive presence aligned with representing well the Chubb/Combined brand
Ability to assess talent and ensure developmental needs are met
Exhibit sound judgment and decision-making/problem-solving skills consistent with Company objectives
Ability to achieve or exceed business goals; focused on results
Outstanding influencing, collaboration, partnering, and teambuilding skills
Able to effectively manage and prioritize multiple priorities
Education and Experience
10+ years of progressive sales, leadership and management experience within the life, health, and accident insurance industry, preferably in managing large case opportunities within the voluntary worksite marketplace in a pre-sales or implementation role.
Expertise in developing and executing on strategic plans
Bachelor’s degree or equivalent experience required
Active life and health license preferred or the ability to complete/obtain within first year of employment with company support is required
Ability to thrive in a fast-paced environment
Ability to effectively prioritize work as needed
Ability to drive resolution to issues within the broader organization
The pay range for the role is $99,90 to $169,700. The specific offer will depend on an applicant’s skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found . The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
- Location:
- Columbia