Director, Premier Client Acquisition and Support (Finance)
JOB DESCRIPTION
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
- 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
- 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
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
